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    1. From Barron’s, June 30, 2014 (Part 2)

      Commentary

      Sat, 28 Jun 2014

      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

    2. We Are Raising Our FVE for Skyworks to $31 Per Share Thanks to Strong Nonhandset Chip Growth

      Commentary

      Mon, 31 Mar 2014

      and 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

    3. We Maintain Our $27 Fair Value for Skyworks as RF Micro-TriQuint Deal Won't Spur Further Big Deals

      Commentary

      Mon, 24 Feb 2014

      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

    4. TriQuint forecasts results above estimates; shares jump

      Headlines

      Wed, 24 Jul 2013

      (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.

    5. Skyworks Under Review After Qualcomm Targets RF Chipmakers

      Commentary

      Thu, 21 Feb 2013

      non-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

    6. TriQuint forecasts first quarter results below estimates; shares fall

      Headlines

      Wed, 6 Feb 2013

      (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.

    7. TriQuint, Avago to settle patent claims

      Headlines

      Tue, 15 May 2012

      (Reuters) - Chipmakers TriQuint Semiconductor Inc and Avago Technologies Limited said they will settle all patent claims against each other and dismiss related litigation.

    8. Skyworks Reports 4Q Results

      Commentary

      Mon, 9 Nov 2009

      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

    9. Qualcomm Reports 4Q, Inks Samsung Deal

      Commentary

      Thu, 5 Nov 2009

      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

    10. Maxim Reports Fiscal 1Q Results

      Commentary

      Fri, 30 Oct 2009

      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

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