sinchu, Taiwan, R.O.C. – Apr. 9, 2021 - TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for March 2021: On a consolidated basis, revenue for March 2021 was approximately NT$129.13 billion, an increase of 21.2 percent from February 2021 and an increase of 13.7 percent from March 2020. Revenue for January through March 2021 totaled NT$362.41 billion, an increase of 16.7 percent compared to the same period in 2020.
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Qualcomm completes NUVIA acquisition, will release high-performance ultrabook processors in 2022 NUVIA's CPU technology will be integrated in many upcoming Qualcomm products, including ultraportable laptop processors, smartphone chips, digital cockpits, AI-assisted driving, extended reality and infrastructure networking solutions.
Bullish
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Seems reasonable for this to trade at a PE of 30 with its 5 year growth expectations. $175 ish based on last earnings.
Bullish
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TSMC and Qualcomm reportedly are moving to further cement their ties, with the pure-play foundry agreeing to fabricate a batch of rush orders of high-end 5G chips for the US chipmaker, according to industry sources.
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Qualcomm And TSMC Joining Forces Could Spell Bad News For Samsung
Xiaomi may launch three more handsets with Qualcomm’s SD 870 chip. According to the report, OEMs are showing interest in the Snapdragon 870 processor to offer more affordable premium phones.
Xiaomi has already launched a few phones with Qualcomm’s 870 processor. Last month, the company launched Mi 10S with the processor. The chipset also came to the Redmi lineup with the K40.
Apart from Xiaomi, Vivo has launched the X60 Pro (global variant) with the processor. Motorola’s Edge S also runs on the SD 870 processor. Other phones with the chipset are Poco F3 and iQoo Neo 5.
Bullish
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Qualcomm ready to beat expectations $200 coming
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Despite recent speculation about decreasing demand from Apple for semiconductor manufacturing services, the latest news from the supply chain has indicated TSMC will start shipping chips for the next-generation iPhones by the end of May ahead of schedule, with the foundry set to see major increases in output from its advanced processes. The Taiwanese foundry has also recently obtained rush orders from Qualcomm for making the US client’s high-end 5G chips. For wireless connectivity, Digitimes recently interviewed Ignion CEO Carles Puente to learn more about the company’s Virtual Antenna – a small off-the-shelf antenna booster that he says simplies the design of devices and shorten their time-to-market.
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QCOM PATENTS UPHELD The U.S. Court of Appeals for the Federal Circuit on Wednesday dismissed Apple Inc’s attempt to revive a challenge to the validity of two Qualcomm Inc smartphone patents at the Patent Trial and Appeal Board. A three-judge Federal Circuit panel said Apple lacked standing to appeal the PTAB rulings because of a 2019 global settlement of patent litigation between the companies.
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QCOM is on the cusp of breaking above its 50 dma. A positive technical signal.
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Qualcomm will beat earnings again for the 5th in a row and will continue it has to supply Apple and now all GM electric cars comes with Qualcomm usage ! Look at GM sales and think it will be awesome for Qualcomm
Bullish
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Samsung’s first-quarter smartphone shipments are estimated at 76 million, up 25% from the previous quarter, with an average selling price more than 20% higher, according to Eugene Investment & Securities. The S21 series outsold its predecessor S20 by a two-to-one margin in the first six weeks after launch, helped by a lower starting price and strong support from U.S. carriers, according to Counterpoint Research.
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MSFTs Hololens deal with the US army is good news for QCOM, since it’s powered by snapdragon.
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few global people see this as a bad stock , most knows well it is great
Bullish
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$180 mid-May?
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What would be the effect of Samsung’s Austin fab downtime due to winter storm and subsequent delays to ramp up to normal production on the upcoming QCOM earnings report. Based on some articles this facility makes QCOMs RFIC chips. This might not have an effect on the earnings but will probably lower guidance especially considering the supply constrained environment. Thoughts ?
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Samsung is expected to discontinue the Exynos 990 chipset-powered Galaxy S20 FE
So Samsung has just confirmed that they expect a 45% revenue jump when they report next month and now Foxconn the manufacturer of Apple's I-phones has just REPORTED that their revenue has also spiked.
Foxconn's first-quarter revenues were at 1.34 trillion new Taiwanese dollars ($47.05 billion), that's up 44.5% !!!
This is more than likely the driving factor behind our PPS turbulence, the MM's are rocking the boat hard and they're more than ready to take the shares of anyone willing to take the shares of anyone willing to part with them!!!
GLTA
Bullish
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Uh! Shouldn't we be soaring? ...In a major relief, the U.S. Federal Trade Commission ("FTC") has decided not to pursue the review of the antitrust ruling against Qualcomm Incorporated QCOM in the Supreme Court. With this, the four-year litigation process by the FTC against the chipmaker comes to an end.
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Explosion time. Those who bought into the face of rising rates(rising to a STILL extremely low 1.5-175), will be proven both right and rich. Cyclical effects also effect semi-conductors, and as the economy super-charges and more and more businesses invest in advanced data transfer, wifi, etc. Qualcomm and similar companies will continue to outperform. Buying and holding, won't trim until 170.
NUVIA's CPU technology will be integrated in many upcoming Qualcomm products, including ultraportable laptop processors, smartphone chips, digital cockpits, AI-assisted driving, extended reality and infrastructure networking solutions.
https://www.androidheadlines.com/2021/04/qualcomm-and-tsmc-joining-forces-could-spell-bad-news-for-samsung.html
According to the report, OEMs are showing interest in the Snapdragon 870 processor to offer more affordable premium phones.
Xiaomi has already launched a few phones with Qualcomm’s 870 processor. Last month, the company launched Mi 10S with the processor. The chipset also came to the Redmi lineup with the K40.
Apart from Xiaomi, Vivo has launched the X60 Pro (global variant) with the processor. Motorola’s Edge S also runs on the SD 870 processor. Other phones with the chipset are Poco F3 and iQoo Neo 5.
The U.S. Court of Appeals for the Federal Circuit on Wednesday dismissed Apple Inc’s attempt to revive a challenge to the validity of two Qualcomm Inc smartphone patents at the Patent Trial and Appeal Board.
A three-judge Federal Circuit panel said Apple lacked standing to appeal the PTAB rulings because of a 2019 global settlement of patent litigation between the companies.
https://www.firstpost.com/tech/news-analysis/samsung-is-expected-to-discontinue-exynos-990-chipset-powered-galaxy-s20-fe-9504701.html
Foxconn's first-quarter revenues were at 1.34 trillion new Taiwanese dollars ($47.05 billion), that's up 44.5% !!!
This is more than likely the driving factor behind our PPS turbulence, the MM's are rocking the boat hard and they're more than ready to take the shares of anyone willing to take the shares of anyone willing to part with them!!!
GLTA