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SA Editor Eric Jhonsa  

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  • SanDisk -6% on weak guidance; job cuts/restructuring planned [View news story]
    Cowen reported about Samsung taking the SSD design. Aside from that, Samsung has been investing more heavily in NAND production.

    Intel just reported 14% Y/Y Q1 NAND growth. Much better than SNDK's -12%, but doesn't suggest massive share gains.
    Apr 15, 2015. 06:40 PM | 4 Likes Like |Link to Comment
  • SanDisk -6% on weak guidance; job cuts/restructuring planned [View news story]
    Looks like Samsung (ramping production, reportedly took a major Apple SSD design from SanDisk) is the biggest beneficiary. Intel and Micron seem to be taking share to a lesser extent.
    Apr 15, 2015. 06:03 PM | 4 Likes Like |Link to Comment
  • Universal Display up 5% after Samsung reports strong S6 sales [View news story]
    Nope. Just giving a lifetime sales estimate. Pre-orders are said to be at 20M.
    Apr 15, 2015. 04:13 PM | Likes Like |Link to Comment
  • Intel's margins and server growth well-received; capex budget cut [View news story]
    Kind of - the issue is that mobile (now grouped together with PC CPU sales via CCG) accounts for a negative % of profits. Also, the "Other" segment still reports a sizable op. loss.

    Thus PC CPUs and DCG easily make up over 100% of op. profit between them. That said, DCG's profit share has definitely been growing quickly.
    Apr 15, 2015. 11:26 AM | 1 Like Like |Link to Comment
  • Rosenblatt: InvenSense won't lose "meaningful" S6 share to STM [View news story]
    The stock didn't gap open higher yesterday the way it did today. Unless futures in general are up or down strongly (not the case today), it's pretty rare for a stock to gap open the way INVN did today without a news trigger. In today's case, the trigger was the upgrade.

    Regarding OIS, Morgan Stanley mentioned in an April 6 note it thinks INVN got the OIS slot in the S6. I think many expected it given the Note 4 OIS win.
    Apr 14, 2015. 08:55 PM | 1 Like Like |Link to Comment
  • Rosenblatt: InvenSense won't lose "meaningful" S6 share to STM [View news story]
    Regardless of how one feels about its merits, the upgrade clearly moved the stock today. INVN opened higher and held onto its gains. Meanwhile SOXX was down 1%.
    Apr 14, 2015. 07:04 PM | 1 Like Like |Link to Comment
  • Raymond James downgrades Apple; Watch ship times slip to May/June [View news story]
    Canaccord didn't upgrade Apple. They just hiked their target by $5 while reiterating a Buy rating that's been in place for a long time. That's why (although it was covered) Canaccord's note wasn't the lead.
    Apr 10, 2015. 07:40 PM | 1 Like Like |Link to Comment
  • Nokia +3.5%; company reportedly exploring HERE unit sale [View news story]
    That's how Bloomberg (and other major news services) typically report on news involving sources. They won't get specific in order to avoid risking the identification of the source.
    Apr 10, 2015. 04:45 PM | 2 Likes Like |Link to Comment
  • ChipMOS higher after reporting March sales [View news story]
    Thanks. The post has been corrected.
    Apr 10, 2015. 12:42 PM | Likes Like |Link to Comment
  • Amazon launches new cloud storage and machine learning services [View news story]
    It's something that I've seen mentioned by a variety of commenters/research firms, and also seems to be backed up by reviewing services listed online for AWS, Azure, SoftLayer, Google Compute Engine, etc. That said, Microsoft and Google have been narrowing the gap.

    This is from a November column on a Gartner report.

    << Of the features that Gartner believes are required for enterprise use cases, AWS has 92% of them covered; Azure has 75%. AWS has more features than Microsoft in seven of the eight categories. When Hilgendorf did the assessment this summer, AWS had 18 “required” features that Azure did not. It’s a big reason why AWS has remained the clear leader in Gartner’s IaaS Magic Quadrant report. >>
    Apr 10, 2015. 09:47 AM | Likes Like |Link to Comment
  • Notable tech gainers/decliners: SWIR, XOOM, VDSI, SPCB, GOMO, CMCM [View news story]
    Haven't spotted anything yet. Novatel is also up today (3.1%), so there could just be some buying going on for M2M plays.
    Apr 9, 2015. 03:43 PM | 1 Like Like |Link to Comment
  • Google confirms ad-free YouTube service, will give partners 55% cut (updated) [View news story]
    It's not really competing with Netflix (professional long-form content) any more than YouTube's current content (mixture of amateur and professional, mostly short-form) does.

    GOOG/YouTube doesn't need to "beat" Netflix. They just need to convince users it's worth paying a bit to stop seeing ads for the content they're currently watching. If they can thrown in some new professional material, that's icing on the cake.
    Apr 8, 2015. 07:30 PM | 9 Likes Like |Link to Comment
  • QCOM and possibly NXPI shut out of S6; CRUS, INVN, SWKS, AVGO in (updated) [View news story]
    I found a Sprint RDF file with some code mentioning the MDM9635. Not the same as Sprint listing it on their site, but it does admittedly suggest the MDM9635 will be used by Sprint and other carriers needing EV-DO support.

    Updated the post to note the RDF file, and a Chinese teardown stating an NXP NFC chip (with an unusual name) was found.
    Apr 3, 2015. 06:11 PM | Likes Like |Link to Comment
  • QCOM and possibly NXPI shut out of S6; CRUS, INVN, SWKS, AVGO in (updated) [View news story]
    As noted in the post, Chipworks believes a Samsung NFC controller is used, but needs to confirm. Those are "the facts."

    Thanks for the link to the Chinese teardown (completely different from Chipworks'). It's worth noting the name given for the NXP NFC chip (the 66T05) isn't used for any NXP product that's been announced. NXP NFC controllers typically start with the letters PN. For example, the controller found in the iPhone 6 is the PN548.
    Apr 3, 2015. 05:21 PM | 1 Like Like |Link to Comment
  • QCOM and possibly NXPI shut out of S6; CRUS, INVN, SWKS, AVGO in (updated) [View news story]
    I checked Sprint's S6 materials. Couldn't find anything about a Qualcomm modem being used. It's plausible that Samsung could use a Qualcomm modem on networks that require EV-DO support (i.e. Sprint and Verizon's, but not many others), but haven't seen anything yet to the effect.

    The model that Chipworks tested is the SM-G920I. It's going to be used on far more than one network.
    Apr 3, 2015. 04:10 PM | 2 Likes Like |Link to Comment