Linear offered somewhat soft March quarter guidance. Notable decliners: CRUS -3.3% . ENTR -3.3% . QUIK -2.4% . CAVM -2% . PSMI -3.6% . ADI -2.3% . TXN -1.4% . MXIM -1.5% . FCS -1.5% . The last four companies all compete
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
By Ashraf Eassa : On June 19th, I published a note suggesting that shares of Imagination Technologies ( IGNMF.PK ), a well-known designer of the graphics IP found in many key smartphone and tablet chips, as well as the owner of the assets/IP of former processor IP giant MIPS technology, would see a
By Special K : Overview If you have followed the semiconductor market for a while, you may have run across the strange story of EZchip ( EZCH ). EZCH is seemingly the most (and maybe only) successful survivor out of the multiple network processor (NPU) start-ups funded in the original dot com ...
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
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
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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Cavium CAVM reported decent second-quarter results and gave investors a nice third-quarter outlook that was in line with our expectations