Qualcomm Inc. (QCOM) - NASDAQ
  • May 9, 2012, 10:15 AM

    TSMC (TSM), trying to cope with limited manufacturing capacity for its cutting-edge 28nm process, has reportedly given priority for 28nm capacity to Nvidia (NVDA), which is using TSMC's process to make its just-launched Kepler graphics processors. It's added TSMC has already done the same for Qualcomm (QCOM), which blamed its soft June quarter chip guidance on TSMC's 28nm issues. Will other 28nm customers such as AMD, BRCM, and XLNX lose out?

    | May 9, 2012, 10:15 AM | 2 Comments
  • May 8, 2012, 1:48 PM
    The Indian government has finally offered to grant Qualcomm (QCOM -0.2%) 4G spectrum licenses it paid $1B for in a 2010 auction, 8 months after a rejected application put the future of the licenses in jeopardy. However, Qualcomm only has 3 1/2 years to deploy a network using the spectrum, compared with 5 years for other license winners. Past reports claimed Qualcomm is looking to sell the spectrum.
    | May 8, 2012, 1:48 PM
  • May 8, 2012, 12:15 PM

    Clearwire (CLWR) has struck a deal with Qualcomm (QCOM) in which the latter agrees to develop 4G baseband chips that will support the former's pending TD-LTE network. TD-LTE is less popular than FDD-LTE, used by AT&T, Verizon, and others for their 4G deployments, but promises higher download capacity. Yesterday, Clearwire announced a similar deal with struggling 4G chipmaker Sequans (SQNS). CEO Erik Prusch says the Qualcomm deal could pave the way for carrier partnerships.

    | May 8, 2012, 12:15 PM | 3 Comments
  • May 4, 2012, 3:53 PM

    InvenSense (INVN -25.5%) crashes after reporting in-line FQ4 EPS but guiding for FQ1 revenue of $38M-$40M, below a $41.6M consensus. The company says it was tripped up by component shortages for 4G phones containing its motion sensors - the comments suggest Qualcomm's (QCOM) 28nm supply issues were a factor. Oppenheimer previously aired concerns about competition, as well as a May 15 post-IPO share lockup expiration.

    | May 4, 2012, 3:53 PM | 5 Comments
  • May 3, 2012, 6:58 PM

    Texas Instruments (TXN -2.2%) CEO Richard Templeton says his company remains committed to its OMAP mobile app processor business, in spite of intense competition (I, II, III) from QCOM, NVDA, INTC, and (indirectly) Apple and Samsung's in-house chip efforts. TI's wireless chip sales fell 48% Q/Q in Q1, partly due to a plunge in OMAP sales to Amazon, which saw the Kindle Fire's tablet share dive.

    | May 3, 2012, 6:58 PM
  • May 3, 2012, 2:51 PM

    Samsung (SSNLF.PK) introduces its hyped Galaxy S III at a London event (live blog). As expected, the S III features a 4.8" display, as well as home media sharing and voice recognition features. The device, due in Europe in May and the U.S. this summer, suggests Samsung is trying harder to differentiate itself via software. A quad-core Samsung processor will power the international models, though a QCOM Snapdragon chip might be used in the U.S. models. (previous)

    | May 3, 2012, 2:51 PM
  • May 3, 2012, 9:11 AM

    Nokia (NOK) will launch tablets and "hybrid" smartphone/tablet devices to bolster its slumping market position, says chairman Jorma Ollila. Nokia has been expected to release Windows 8 (MSFT) tablets running on Qualcomm (QCOM) Snapdragon processors, though details have been limited. Ollila also backed CEO Stephen Elop's controversial decision to bet Nokia's future on Windows Phone.

    | May 3, 2012, 9:11 AM | 17 Comments
  • May 2, 2012, 6:24 PM

    TSMC (TSM +3.7%) is reportedly moving up its schedule to ramp production for its next-gen 20nm process. It's speculated the move is an attempt to win orders from Apple (AAPL) - while TSMC has been expected to produce Apple's A6 chip at 28nm, its current shortages, which have affected Qualcomm (QCOM) and others, are making observers think twice. Ramping 20nm faster would strengthen TSMC's position as the top foundry supplier for cutting-edge mobile chips.

    | May 2, 2012, 6:24 PM
  • May 2, 2012, 11:38 AM

    Canaccord's Mike Walkley says his monthly checks indicate global smartphone demand, which IDC believes rose 42.5% Y/Y in Q1, isn't letting up, and that sales of Qualcomm's (QCOM) high-end Snapdragon S4 processors are benefiting. Walkley maintains an $80 PT on Qualcomm on expectations of strong smartphone/tablet demand, growing Snapdragon share, and strong 3G smartphone sales in emerging markets. (previous)

    | May 2, 2012, 11:38 AM
  • Apr. 30, 2012, 6:27 PM

    Taiwan's MediaTek has hiked its 2012 smartphone chip goal to 75M units from a prior 50M. While that's partly a sign of soaring Chinese smartphone demand, it could also be one of tougher competition for Spreadtrum (SPRD -4.9%), whose competitive position has become the subject of analyst scrutiny. It could also present a challenge for Qualcomm (QCOM), which has been taking share from MediaTek.

    | Apr. 30, 2012, 6:27 PM
  • Apr. 30, 2012, 12:31 PM
    CLSA expects Broadcom (BRCM) to beat Q1 estimates tomorrow on the back of strong Wi-Fi/Bluetooth/GPS chip orders from Apple and Samsung. However, the firm is maintaining an Underperform, and warns guidance from Apple suppliers points to a Q2 slowdown. Moreover, it thinks overall traction for Broadcom's baseband chip business is limited (FBR disagrees), and joins Nomura in asserting Qualcomm (QCOM) has taken Wi-Fi share at HTC.
    | Apr. 30, 2012, 12:31 PM
  • Apr. 26, 2012, 2:19 PM
    If you're not bribing, you're not trying. A misquote of retired baseball player Mark Grace suddenly seems appropriate with a bevy of U.S. companies now under suspicion of engaging in systemic bribing in order to land new business. A whopping 81 public companies are reportedly under investigation for violating the Foreign Corrupt Practices Act. Headliners: WMT, AVP, QCOM, DE, LVS.
    | Apr. 26, 2012, 2:19 PM | 29 Comments
  • Apr. 26, 2012, 12:47 PM

    Samsung (SSNLF.PK) discloses its anticipated Galaxy S III phone will feature a 1.4 GHz. quad-core Exynos CPU. Samsung's growing use of its own processors within its Android phones, together with its surging market share, present a problem for QCOM, NVDA, and TXN, each of whom dream of dominating the Android app processor space. BGR notes Verizon (VZ, VOD) plans to to carry the S III, as well as an HTC phone with a 5" display and quad-core Qualcomm CPU.

    | Apr. 26, 2012, 12:47 PM
  • Apr. 24, 2012, 5:07 PM

    Unsurprisingly, many Apple (AAPL) chip suppliers are rising following the company's strong FQ2, even more than the tech sector at large. OVTI +6.7%. QCOM +2.3%. BRCM +4.6%. SWKS +5.6%. TQNT +7.6%. CRUS +8.2%.

    | Apr. 24, 2012, 5:07 PM | 2 Comments
  • Apr. 23, 2012, 11:54 AM

    More on ST-Ericsson: HTC says it will co-develop an app processor with ST-Ericsson for low-end smartphones, with devices featuring the chip arriving in 2013. The deal is further evidence HTC, which recently rolled out high-end phones featuring Nvidia's (NVDA) Tegra 3 chip, is trying to lessen its heavy dependence on Qualcomm (QCOM).

    | Apr. 23, 2012, 11:54 AM
  • Apr. 23, 2012, 10:06 AM

    Qualcomm (QCOM) has licensed IP from Imagination Technologies (IGNMF.PK - best known for its GPU licensing deals with Apple and Samsung) related to Imagination's Ensigma cores, which are used to handle mobile TV, FM radio, and Wi-Fi processing. Qualcomm has been trying to strengthen the multimedia capabilities of its Snapdragon processors, and also to challenge Broadcom's leadership in the mobile phone Wi-Fi chip market.

    | Apr. 23, 2012, 10:06 AM
Company Description
QUALCOMM, Inc. engages in the development, design, manufacture, and marketing of digital telecommunications products and services. It operates through three segments: Qualcomm CDMA Technologies, Qualcomm Technology Licensing, and Qualcomm Strategic Initiatives. The Qualcomm CDMA Technologies... More
Sector: Technology
Industry: Communication Equipment
Country: United States