Noel's Feed
Nov 14, 2013

Applied Materials quarterly results exceed estimates

SAN FRANCISCO (Reuters) – Top chip gear-maker Applied Materials Inc (AMAT.O: Quote, Profile, Research, Stock Buzz) posted fiscal fourth-quarter revenue that modestly exceeded estimates as foundry customers build new production lines, but its forecast for the current quarter was shy of some analysts’ expectations.

The company said it saw a 16 percent increase in orders for new equipment in the fourth quarter, driven by contract manufacturers, known as foundries, as well as NAND memory chipmakers. Spending by logic chipmakers such as Intel Corp (INTC.O: Quote, Profile, Research, Stock Buzz), hurt by lackluster PC demand, accounted for a smaller portion of new orders.

Nov 8, 2013

Nvidia’s current-quarter revenue forecast misses Street

SAN FRANCISCO, Nov 7 (Reuters) – Nvidia Corp gave a
revenue forecast for the current quarter that was shy of Wall
Street’s expectations as the graphics chipmaker faces tough
competition in tablets and a slow personal computer market.

With the personal computer industry losing steam, Nvidia has
expanded its graphics chips into mobile devices, but it is
meeting stiff competition from Qualcomm In c and other
rivals.

Nov 8, 2013

Nvidia’s quarterly forecast raises competition concerns

SAN FRANCISCO (Reuters) – Nvidia Corp gave a revenue forecast for the current quarter that was shy of Wall Street’s expectations as the graphics chipmaker faces tough competition in tablets and a slow personal computer market.

With the personal computer industry losing steam, Nvidia has expanded its graphics chips into tablets and is working on smartphone chips, but it is meeting stiff competition from Qualcomm Inc and other rivals, and some analysts said the chipmaker should exit those markets.

Nov 7, 2013

Nvidia’s current-quarter revenue misses Street

SAN FRANCISCO (Reuters) – Nvidia Corp gave a revenue forecast for the current quarter that was shy of Wall Street’s expectations as the graphics chipmaker faces tough competition in tablets and a slow personal computer market.

With the personal computer industry losing steam, Nvidia has expanded its graphics chips into mobile devices, but it is meeting stiff competition from Qualcomm Inc and other rivals.

Nov 7, 2013

Qualcomm curbs spending as revenue forecast disappoints

SAN FRANCISCO (Reuters) – Qualcomm Inc on Wednesday forecast revenue below expectations and said it would curb fast-growing operating expenses, stoking concerns the leading mobile chipmaker faces tough competition in Asia, and sending its stock down.

San Diego-based Qualcomm’s components are used in smartphones made by Apple Inc and Samsung Electronics Co Inc and its patents pull in revenue from licensees across the cellphone industry.

Nov 6, 2013

Qualcomm curbs spending as revenue guidance disappoints

SAN FRANCISCO (Reuters) – Qualcomm Inc on Wednesday forecast revenue below expectations and said it would curb fast-growing operating expenses, stoking concerns the leading mobile chipmaker faces tough competition in Asia, and sending its stock down.

San Diego-based Qualcomm’s components are used in smartphones made by Apple Inc and Samsung Electronics Co Inc and its patents pulling in revenue from licensees across the cellphone industry.

Nov 6, 2013

Qualcomm quarterly revenue forecast disappoints, stock down

SAN FRANCISCO (Reuters) – Leading mobile chipmaker Qualcomm Inc (QCOM.O: Quote, Profile, Research, Stock Buzz) posted higher fiscal fourth-quarter results on Wednesday, fueled by growing demand for smartphones in Asia, but its shares fell after it gave quarterly revenue guidance below expectations.

San Diego-based Qualcomm is the leading mobile chipmakers, with its components used in smartphones made by Apple Inc (AAPL.O: Quote, Profile, Research, Stock Buzz) and Samsung Electronics Co Inc (005930.KS: Quote, Profile, Research, Stock Buzz) and its patents pulling in revenue from licensees across the cellphone industry.

Nov 6, 2013

New Silk Road drug bazaar opens a month after FBI bust

SAN FRANCISCO, Nov 6 (Reuters) – A new anonymous Internet
marketplace for illegal drugs debuted on Wednesday, with the
same name and appearance as the Silk Road website shut down by
U.S. law enforcement authorities a month ago.

Like its predecessor, the new Silk Road listed hundreds of
advertisements for marijuana, cocaine, ecstasy and other illegal
drugs available for purchase from independent sellers using the
anonymous Bitcoin digital currency.

Nov 6, 2013

Intel creates new business division for connected gadgets

SAN FRANCISCO, Nov 5 (Reuters) – Intel Corp has set
up a business division aimed at making money out of a new
technology wave that can link up a host of electronic devices.

The Santa Clara, California chipmaker and other technology
companies are betting that what they call the ‘Internet of
Things’ – a trend toward connecting everything from bathroom
scales to skyscraper ventilation systems via the Internet – will
create massive demand for new electronics and software.

Nov 3, 2013

Chip designers see dollar signs in Bitcoin miners

SUNNYVALE, California, Nov 3 (Reuters) – Tucked away in an
air conditioned data center in Silicon Valley is a hodgepodge of
black boxes, circuit boards and cooling fans owned by
27-year-old Aaron Jackson-Wilde, a modern-day prospector looking
for Bitcoins.

Since discovering the digital currency a few months ago,
Jackson-Wilde has paid about $2,000 for his “rigs,” which are
powered by specialized computer chips. They are designed to help
operate and maintain the Bitcoin network – and, in return,
generate a small reward in a process known as “Bitcoin mining.”

    • 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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