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December 10, 2012
17:14 EDTTXNTexas Instruments says wireless segment will have operating loss in Q4
Cites restructuring charges. Does not think it will have a significant impact on overall Q4 results.
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October 11, 2015
13:30 EDTTXNCavium, Applied Micro, others may become takeover targets, Barron's says
Cavium (CAVM), Applied Micro Circuits (AMCC), Qorvo (QRVO), and Mellanox (MLNX) could be in play amid the unprecedented consolidation in the chip industry, Barron's contends in its 'Technology Trader' column. Qualcomm (QCOM) doesn't appear to be in a takeover position but Avago (AVGO) could be a potential buyer, the publication argues. Additionally, analog chip makers like Texas Instruments (TXN) and Analog Devices (ADI) could look to buy a smaller analog player like Monolithic Power Systems (MPWR), Barron's says. Reference Link
October 8, 2015
13:39 EDTTXNAmazon Web Services announces AWS IoT
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October 7, 2015
06:28 EDTTXNIC designers: Tablet demand remains weak, DigiTimes reports
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October 1, 2015
12:44 EDTTXNApple chip suppliers fall after report iPhone maker may lower chip orders
Shares of chip makers for Apple's (AAPL) iPhone are sliding after a DigiTimes article said the iPhone maker may curtail its chip orders for the fourth quarter. WHAT'S NEW: According to the DigiTimes report, Apple may be adjusting its chip orders lower for Q4. Sources said that a substantial integrated circuit supplier is saying that Apple has "slightly lowered lowered its demand for supplies for the new iPhones for December," the report said. The sources said that overall shipments of the iPhone 6s series are expected to reach 75M-80M units in the third quarter and 65M-70M units in Q4. WHAT'S NOTABLE: On September 28, Apple announced it has sold more than 13M new iPhone 6s and iPhone 6s Plus models just three days after launch, a new record for the company. According to an iFixit report from September 25, a teardown of the new iPhone 6S Plus revealed components supplied by Qualcomm (QCOM), Skyworks (SWKS), Qorvo (QRVO), Avago (AVGO), NXP Semiconductors (NXPI), Cirrus Logic (CRUS) and Texas Instruments (TXN), among others. Other chip makers that have been mentioned as possible Apple suppliers in the past include Analog Devices (ADI), Maxim Integrated Products. (MXIM) and ON Semiconductor (ON). PRICE ACTION: In midday trading shares of the aforementioned chip makers are all lower with Qorvo, Avago, NXP and Analog Devices down approximately 4% to 5%. Apple is down about 1.4%.

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