the ASIC design flow, chip verification process, device physics, debug concept, electrical/heat/CTE, and crisis management? Without electrical engineering background persons manage the electronic and semiconductor things???
How could such a leadership ever work to solve Snapdragon substrate overheating issue like Samsung and Xiomei's? Lots of companies get sucked down! How would you expect QUALCOMM ever pose a threat to AMBA?
The analysts do not work for QUALCOMM and they do not understand the severty of the lack of engineering talent issue.
The test enginerring manager only know coding and has no idea about how to correlate the power dissipation to substrate heating issue. When will QUALCOMM fix the Snapdragon overheating issue?
engineering talent issue. Snapdragon substrate overheating issue is one major one.
QUALCOMM needs to hire more talents who ever worked for Intel understand low power architecture, physical design, fab process, and product engineering, and test engineering.
The current in-house engineers can not make things happen! The current executives take too much benefit from company bottom line and contribute so little to bottom line.
Qualcomm has hired a lot of cheap labor. Some of them still in work permit and paid only $25,000 a year.
They do not have too much talents. Qualcomm did outsource to China not long ago.
Lots of US based engineers got laid off and work tasks transferred to Shanghai, China. Most engineers in Shanghai, China don't comprehend English well. Some of them frequently mis-interpret the specification written in English.
earlier in development stage and Snapdragon substrate overheating issue still hanging around.
The designer, product, test, and foundry engineers could not put all actions together to execute better.
How is Qualcomm becoming a threat???
You must be an idiot to say Qualcomm entering the drone business!!
back-end operation cost reduction, etc.
The wafer fab price for 12 inch wafer TSMC $4200 per wafer, Global foundry $3500 per wafer, SMIC $3800 per wafer. Silterra wafer fab will complete 12 inch wafer fab production qual and the price will be $1500 per wafer with bulk volume order for over 5 years!
The yield improvement will bump the yield to above CUM yield 98%! Test time reduction can squeeze out money as well! New assembly foundry qual can also reduce package cost by another 50% by moving to new assembly plant!
The wafer fab migration and assembly migration 2nd source will reduce the production cost by over 50%!
The bottom line will be improved and the sales will go substantially higher!
The estimated margin improvement will be +60%!
AMBA is buying VisLab for future Apple chip orders!
Faster than you think...
The ultra high resolution pixels algorithm for ASIC chip is un-parallel in chip industry now!
Go for the big debut soon! Once Apple contracts hit the floor, AMBA will take off fast!
1. New drugs come into phase 3 trial
2. The new cross-licensing agreements become effective on July 1
3. The raised revenue and earning numbers.
The company CEO and management team have not released news on latest developments yet. They probably will disclose them in post earning release conference call!
It scares me!
Do not waste time!
If things don't pan out, move tanks and military forces into Anthen to topple Tspiras and impose a 3 year military regime to complete economic reform!
greek military is ready for German chancellor's Merkel call during the weekend!
Big bet is returning now!
Sentiment: Strong Buy
I made 1000% investment returns on the Cannabis stock in 2012 and I post my message in most message board!
The stocks in my portfolio were:
For whatever reason, the conservative hedge fund managers did not like the Cannabis industry and they shorted aggressively! So, all the stocks have 40% to 80% float of outstanding shares are shorted! All these stocks have been steady declining since then! The Cannabis industry has been steady growing since Colorado state and several states legalized it!
I think it is the time to start looking at these stocks again! The short squeeze will generate windfall return!
What has been changed since 2012???
The revenue of Cannabis industry revenue and earning have grown steady!
2016 is closing and the opportunity is up now!
The prime minister knows it! German chanceller Merkel she knows it as well! All chess pieces all ready!
The Anthen insiders said...
Greek military regime will continue the economic reform path!
Sentiment: Strong Buy