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    1. Notable earnings after Wednesday’s close

      Headlines

      Tue, 29 Jul 2014

      ABX , AEL , AEM , AKAM , ALB , ALL , ALLE , AMC , ANIK , ARII , ASGN , ATEN , ATW , AUY , AVG , BALT , BGC , BMRN , CATM , CAVM , CBT , CENX , CHDN , CJES , CLUB , CMO , CNL , CNW , CODE , COHR , CTRP , CW , CWT , DDR , DRE , DRIV , EGN , EHTH , ELGX

    2. Xilinx, Juniper spark chip stock selloff

      Headlines

      Wed, 23 Jul 2014

      9.1% consensus). Notable decliners: FSL -5.3% . IDTI -6.4% . EZCH -3.3% . PMCS -4.3% . LSCC -6.8% . CAVM -4.7% . SMTC -4.1% . ATML -3.2% . TQNT -3.1% . RFMD -2.9% . IRF -2.9% . Qualcomm, NXP, TriQuint, and

    3. WSJ: Nvidia, Samsung cautious on ARM server CPUs; Qualcomm interested

      Headlines

      Tue, 24 Jun 2014

      reported to be working on ARM server parts with the help of AMD-poached talent. AppliedMicro ( AMCC +0.8% ) and Cavium ( CAVM -3.9% ) must be pleased. Each has bet big on the budding ARM server CPU market, hoping to tap into growing interest in

    4. FBR, Nomura name potential chip industry M&A targets

      Headlines

      Tue, 17 Jun 2014

      Shah's "sub-scale companies:" IDTI , ISIL , MTSI , MCRL , SMTC , SLAB . "Strategic companies:" ALTR , AMCC , ATML , CAVM , MPWR , BRCM ($22.5B market cap could make it tough to digest). "Undervalued companies:" DIOD , IRF , MSCC . Post your

    5. From Barron’s, March 3, 2014 (Part 2)

      Commentary

      Sat, 1 Mar 2014

      suggesting that telcos monetize traffic over their networks; Chambers of CSCO promoting his internet-for-everything ; chip maker CAVM showing its extenders for wireless base stations; smart phones in all sizes – tiny watch-phones, small, medium, XXL

    6. ARM Acquires Patents From MIPS Technologies

      Commentary

      Tue, 6 Nov 2012

      embedded chip IP, used by firms such as Broadcom in its TV set-top box (STB) system-on-chip (SoC) solutions and Cavium CAVM in its multicore network processors. However, given the robust software development around ARM-based chips, thanks to ARM's

    7. Imagination Acquires MIPS Technologies at a Reasonable Price

      Commentary

      Tue, 6 Nov 2012

      property used by firms such as Broadcom BRCM in its TV set-top box (STB) system-on-chip (SoC) solutions, and Cavium CAVM in its multicore network processors. However, given the robust software development around ARM-based chips, thanks to ARM's

    8. From Barron’s, September 24, 2012 (Part 2)

      Commentary

      Sat, 22 Sep 2012

      LTE technology? Verizon Wireless (joint venture of VZ & VOD ); cell-tower firms AMT, CCI, SBAC ; networking chips maker CAVM ; semi testing equipment maker TER . Losers? Rural telecoms WIN, FTR, CTL as more people replace their landlines with the

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