Qualcomm (QCOM), Samsung and Taiwan Semiconductor Manufacturing (TSM) could ruffle through their “considerable” war chests to acquire privately-held chipmaker GlobalFoundries, a Summit Research analyst said Monday. Meanwhile, a Semiconductor Advisors analyst suggested that Teradyne (TER) could be the next chip equipment company swallowed amid rampant semiconductor M&A action. On Nov. 24, Bloomberg reported that Abu Dhabi’s investment arm,
Apple (AAPL) supplier Avago Technologies (AVGO) might jettison its unprofitable industrial segment in lieu of a renewed focus on smartphone chips, MKM analyst Ian Ing suggests. This comes as Avago and fellow Apple chip suppliers like Skyworks Solutions (SWKS), Qorvo (QRVO), NXP Semiconductors (NXPI), Qualcomm (QCOM) and Cirrus Logic (CRUS) face continued constraints from slowing growth in the iPhone market, Ing wrote. “Avago is increasingly
No. 1 chipmaker Intel (INTC) won’t overtake Apple (AAPL) mobile chip supplier Qualcomm (QCOM) and Sony (SNE) supplier MediaTek in the mobile industry, but the company has diversified enough to survive lingering hunger pangs within the weak PC industry, one analyst said Friday. MKM analyst Ian Ing reiterated his 40 price target and buy rating on Intel stock, after the chip leader hosted its annual analyst day on Thursday. At least six analysts