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Sep 25, 2014

Micron Technology’s fourth-quarter report beats expectations, boosts stock

SAN FRANCISCO (Reuters) – Memory chipmaker Micron Technology Inc posted fiscal fourth-quarter results and a revenue outlook that impressed Wall Street as signs of stabilization in the personal computer industry supported demand for DRAM chips.

Micron’s shares surged over 4 percent in extended trade after the release of its revenue forecast and said it has seen strong demand from personal computer manufacturers. The company has been locking in DRAM prices with its largest customers, Micron president Mark Adams told analysts on a conference call.

Sep 25, 2014

Micron Technology’s 4th-qtr report beats expectations, boosts stock

SAN FRANCISCO, Sept 25 (Reuters) – Memory chipmaker Micron
Technology Inc posted fiscal fourth-quarter results and a
revenue outlook that impressed Wall Street as signs of
stabilization in the personal computer industry supported demand
for DRAM chips.

Micron’s shares surged over 4 percent in extended trade
after the release of its revenue forecast and said it has seen
strong demand from personal computer manufacturers. The company
has been locking in DRAM prices with its largest customers,
Micron president Mark Adams told analysts on a conference call.

Sep 25, 2014

Intel investing in China mobile chipmakers

BEIJING/SAN FRANCISCO (Reuters) – Intel Corp is close to announcing an investment in Chinese-government affiliated mobile chipmakers Spreadtrum Communications and RDA Microelectronics, its latest move to catch up in a smartphone chip industry led by Qualcomm Inc, according to two sources with knowledge of the plan.

It was unclear how much Intel is paying or what portion of the companies the U.S. chipmaker is buying. The acquisition could be made through Tsinghua Unigroup, a government-affiliated private equity firm controlled by Tsinghua University in Beijing, one of the sources said. Tsinghua Unigroup owns Spreadtrum and RDA.

Sep 24, 2014

Broadcom’s wifi chips have secure place in high-end smartphones: CEO

SAN FRANCISCO (Reuters) – Broadcom Corp Chief Executive Scott McGregor said on Wednesday he is confident that high-end smartphone makers will keep using his company’s wifi chips even though it is no longer pursuing 4G cellphone technology.

Broadcom said in July it was winding down its money-losing cellular baseband chip business after struggling to compete against larger rival Qualcomm, which has a major lead in 4G cellphone technology increasingly used in smartphones.

Sep 24, 2014

Exclusive: Amazon tests smart home gadgets, expands hardware lab

SAN FRANCISCO (Reuters) – Amazon.com Inc will boost staffing at its secretive Silicon Valley-based hardware unit by at least 27 percent over the next five years as it tests Internet-connected “smart” home gadgets such as a one-button device to order supplies.

The plans, detailed in a little-known government document and by people familiar with the matter, signal Chief Executive Officer Jeff Bezos’s intentions to double down on the No. 1 U.S. online retailer’s hardware strategy. This is despite the lukewarm reception of Amazon’s new Fire smart phone and some investors’ criticism of its heavy spending on highly experimental projects.

Sep 23, 2014

ARM Holdings unveils new processor for connected homes, factories

SAN FRANCISCO (Reuters) – ARM Holdings unveiled a new chip design on Tuesday suited for factory automation, cars and home security systems, underscoring the company’s focus on a growing wave of Internet-connected industrial and household devices.

Cambridge, England-based ARM licenses its processor technology to chipmakers across the smartphone industry, but its intellectual property is also used in everything from DVD players to coffee makers.

Sep 22, 2014

ARM CEO defends chip technology connected to Nvidia legal fight

By Noel Randewich

SAN JOSE Calif. (Reuters) – ARM Holdings Chief Executive Officer Simon Segars on Monday defended the British chip designer’s smartphone graphics technology connected to a patent suit by Nvidia Corp against Samsung Electronics and Qualcomm.

This month, Nvidia said it was suing rival Qualcomm and Samsung Electronics, accusing both companies of infringing its property patents on graphics chip technology.

Sep 19, 2014

Apple’s iPhone 6 Plus includes chips from Qualcomm, Skyworks – iFixit

SAN FRANCISCO, Sept 18 (Reuters) – Apple’s iPhone 6
Plus uses chips from Qualcomm, Skyworks Solutions
, Avago Technologies and other companies,
according to gadget repair firm iFixit, which pried one of the
devices open in Melbourne early on Friday.

Apple said it received a record 4 million first-day
pre-orders for the new phones, double the number for the iPhone
5 two years ago, underscoring investors’ expectations the new
handset will maintain the Silicon Valley company’s stellar
growth.

Sep 19, 2014

Apple’s iPhone 6 Plus includes chips from Qualcomm, SK Hynix – iFixit

SAN FRANCISCO, Sept 18 (Reuters) – Apple’s iPhone 6
Plus uses chips from Qualcomm and SK Hynix, according to gadget
repair firm iFixit, which pried one of the devices open in
Melbourne early on Friday.

Apple said it received a record 4 million first-day
pre-orders for the new phones, double the number for the iPhone
5 two years ago, underscoring investors’ expectations the new
handset will maintain the Silicon Valley company’s stellar
growth.

Sep 18, 2014

Oracle’s Ellison steps aside, co-CEOs Catz and Hurd take over

SAN FRANCISCO/SEATTLE (Reuters) – Oracle Corp (ORCL.N: Quote, Profile, Research, Stock Buzz) longstanding Chief Executive Larry Ellison stepped down on Thursday, to be replaced by younger co-CEOs Safra Catz and Mark Hurd, as the business software company looks to modernize and counter fast-moving, cloud-based rivals.

The move comes earlier than expected by many investors, but appears to designed to address concerns about the company’s direction under Ellison, 70, who has been the company’s only CEO for more than three decades.

    • About Noel

      "Based in Thomson Reuters' San Francisco news bureau, Noel Randewich covers the semiconductor industry and the growing use of microchips in everything from smartphones to home energy management. Prior to his San Francisco posting, Mr Randewich spent a decade covering emerging markets news in Mexico City."
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