record is a 9-wk up run] and 6-qtr up run [a record], the semis need some rest. Attractive are AVGO, MRVL, SWKS, TQNT , MU, Samsung Electronics, INTC [ that I sold recently ]. Pg 36: Brokers that allow order flows to IEX are Interactive Brokers
Samsung’s smartphones over the years. Despite the pending merger of two rivals, RF Micro Devices and TriQuint Semiconductor , we still expect Skyworks to maintain scale and R&D leadership in order to defend its incumbent position
Skyworks in light of the announced merger of two of the firm’s smaller competitors, RF Micro Devices and TriQuint Semiconductor , both outside of our coverage universe. The deal is being received favorably by the market, with RF Micro
(Reuters) - TriQuint Semiconductor Inc forecast current-quarter results well above market expectations, buoyed by demand for its chips used in mobile devices such as smartphones and tablets.
silicon materials, and Skyworks may be a nice acquisition target. Other, smaller RF pure-plays like RFMicro RFMD and TriQuint TQNT , may be easier deals for Qualcomm to handle, but with $10 billion of U.S. cash on hand, an acquisition of Skyworks at
(Reuters) - Chipmaker TriQuint Semiconductor Inc forecast current-quarter results below analysts' estimates after some orders were pulled into the fourth quarter, sending its shares down 8 percent.
(Reuters) - Chipmakers TriQuint Semiconductor Inc and Avago Technologies Limited said they will settle all patent claims against each other and dismiss related litigation.
well as an incremental increase in nonhandset analog chip sales. Skyworks also noted that, unlike rival TriQuint Semiconductor TQNT , it does not foresee any inventory issues at Samsung, one of the firm's largest power amplifier customers
outlook. Samsung is an important wireless chip customer for Qualcomm, and other Samsung suppliers, such as TriQuint Semiconductor TQNT , expect a decline in orders next quarter as they believe the Korean firms ordered too many chips in recent
will place fewer orders with Maxim in the December quarter. We believe this handset customer is Samsung, as Triquint Semiconductor TQNT , a chipmaker that primarily focuses on the wireless market, recently made similar comments. We are a bit