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May 14, 2014
06:26 EDTSSNLF, MUDRAM contract quotes to remain stable or raise slightly in May, DigiTimes says
DRAM contract quotes are expected to remain stable or increase slightly in May, reports DigiTimes. According to industry sources, the expectations are due to a tight supply of memory chips in the market. Major suppliers are also reluctant to ramp up capacity or build new fabs given production limits when the production process reaches 20nm and below. Reference Link
News For SSNLF;MU From The Last 14 Days
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December 1, 2015
06:38 EDTSSNLFSamsung mobile head demonstrates software focus, Bloomberg says
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05:53 EDTSSNLFSamsung to further reduce TV production capacity in 2015, DigiTimes reports
Samsung reduces TV production capacity by over 11M units since the beginning of 2015 until the end of September, reports DigiTimes. Citing a report from Korea-based Money Today, September capacity reached 33.47M from 44.8M a year earlier. TV shipments are expected to see slight on-year growth in 2015 and 2016. Reference Link
05:53 EDTSSNLFSamsung shows signs of surpassing LG Display in revenue, DigiTimes reports
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November 30, 2015
14:40 EDTSSNLFWorldwide tablet market forecast to decline more than 8% in 2015, IDC says
Worldwide tablet shipments will reach 211.3M units in 2015, down -8.1% from 2014, according to a new International Data Corporation, IDC, Worldwide Quarterly Tablet Tracker forecast. The new forecast follows three consecutive quarters of declining worldwide tablet shipments in 2015. Despite the challenges facing the overall market, IDC expects detachable tablets will continue to represent a growing portion of total shipments. Reference Link
09:35 EDTMUActive equity options trading on open
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05:53 EDTSSNLFReport: Samsung to drop AMOLED pricing to within 10% of LCDs, DigiTimes says
Samsung plans to drop AMOLED pricing to within 10% of LCDs in 2016, reports DigiTimes. Citing a report from China Times, Samsung anticipates increased demand for high-end technologies in 2016 and is looking to AMOLED as its main panel technology to compete with LTPS and IGZO technology. Reference Link
November 29, 2015
18:32 EDTSSNLFShowmax video service partners with Samsung to tackle Netflix, Bloomberg says
South Africa's Naspers plans to expand its Netflix (NFLX) competitor Showmax to three new continents in 2016, and Samsung (SSNLF) has signed on to include the platform in its smart TVs, reports Bloomberg, citing a source. The company is targeting over 15M customers across North America, Europe, and Australasia, the source told Bloomberg. Reference Link
November 27, 2015
08:14 EDTSSNLFSamsung to invest $740M in South Korean biologic drug factory, WSJ says
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November 24, 2015
05:41 EDTSSNLFReport: Samsung sees record-high inventory through Q3-end, DigiTimes says
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November 23, 2015
17:34 EDTMUIntermolecular says CDP program with Micron to conclude on April 1, 2016
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09:00 EDTSSNLFChase Visa cardholders can now use Samsung Pay
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05:55 EDTSSNLFReport: Samsung shifts research personnel, DigiTimes says
Samsung plans to decrease its personnel at its Samsung Seoul R&D Campus by two-thirds, reports DigiTimes. Citing a new report from ChosunBiz, the move is to help the company restructure its business model and operations. Reference Link
November 20, 2015
16:02 EDTMUOptions Update; November 20, 2015
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07:17 EDTSSNLFBiogen says Benepali receives 'positive' opinion from CHMP
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07:00 EDTSSNLFSamsung to increase flexible OLED panel proportion, DigiTimes reports
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06:59 EDTSSNLFReport: Samsung cuts 5,000 employees over last year, DigiTimes reports
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November 19, 2015
07:05 EDTSSNLFNetlist parnters with Samsung for new storage class memory
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November 18, 2015
13:44 EDTMUBefore the Move: Watch Intel into tomorrow's analyst day
Chipmaker Intel's (INTC) analyst day tomorrow could yield information on numerous company operations, but Jefferies analyst Mark Lipacis cautions investors that the probability for positive surprises appears low given recent spending outlays. BACKGROUND: Intel, one of the largest semiconductor makers in the world, is scheduled to hold an analyst day on Thursday, November 19. Beyond providing forecasts for its various business segments and remarks on the larger computer market, Intel is expected to provide further clarity on several recent stories, including its memory joint venture with Micron (MU), plans to invest heavily in a Chinese production facility and progression towards chips on the 10 nanometer scale. STRONG OUTLOOK, MILD MEETING: Intel's pending acquisition of Altera (ALTR) and its plans to invest as much as $5.5B in a computer memory facility in Dalian, China leave little room for positive surprises at tomorrow's event in regards to 2016 margins, capital expenditures, or shareholder returns, Jefferies analyst Mark Lipacis said in a recent research note. That said, the analyst views Intel's Chinese facility expansion as part of a "brilliant investment strategy that positions Intel as a partner to China" and "keeps the market open" to its microprocessors, perhaps Intel's more famed business segment. Though the two initiatives are certain to push up near-term debt load, Lipacis takes the longer-term view, reminding investors that Intel has shown consistently strong free cash flow over the past decade, leading him to forecast another $13B in 2016. The year may also bring "a number" of other positives for the company, including more data center wins after the Altera tie-up, potentially renewed sales on a cyclical uptick in PC gaming, and even the possibility of an iPhone chip contract, though Lipacis said none of those points look set to be discussed tomorrow. The analyst kept a Buy rating and $38 price target on the shares while reiterating that Thursday's Intel event may have little in store for those expecting eye-grabbing surprises. PRICE ACTION: Shares of Intel have advanced roughly 0.9% to $32.92 Wednesday afternoon. "Before the Move" is The Fly's recurring series of exclusive stories that identify potentially market moving events, along with analyst predictions, ahead of the news.
05:56 EDTSSNLFSony Mobile, LG to develop smartphone app processors in-house, DigiTimes says
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05:56 EDTSSNLFReport: Samsung and LG to switch to white flip chip technology, DigiTimes says
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