$ACTS (Actions Semiconductor Co., Ltd.)

$ACTS {{ '2016-09-13T12:48:20+0000' | timeago}} • Announcement

$ACTS entered into definitive merger agreement on Sept. 12 pursuant to which $ACTS will be acquired by consortium of investors, including Supernova Investment and other certain shareholders. $ACTS' BoD approved merger and resolved to recommend that shareholders vote to authorize and approve merger. The merger will close during last quarter of 2016.

$MSCC {{ '2018-01-16T17:37:50+0000' | timeago}} • Announcement

$MSCC said its products, including its field programmable gate arrays (FPGAs), are not affected by the recently identified security flaws associated with the use of x86 and ARM and a number of other processors. Security researchers revealed major computer chip vulnerabilities, called Spectre and Meltdown, in chips were affecting devices globally.

$MU {{ '2017-12-22T19:39:02+0000' | timeago}} • Announcement

$MU’s revenue increased 11% to $6.8Bil for the first quarter of 2018 compared to the same period last year. Micron expects the new 64-layer NAND production to be more than 50% of total NAND production by 2H18 and 1X nm DRAM production to be more than 50% of total DRAM production by the end of CY18.

$MU {{ '2017-12-19T21:54:46+0000' | timeago}} • Infographic

$MU Micron Technology Earnings AlphaGraphic: Q1 2018 Highlights

$AMAT {{ '2017-12-15T15:28:54+0000' | timeago}} • Announcement

$AMAT declared a quarterly cash dividend of $0.10 per share, payable on March 14, 2018 to shareholders of record as of Feb. 21, 2018.

$MU {{ '2017-11-30T21:21:15+0000' | timeago}} • Announcement

Following the resignation of $MU's Storage Business Unit VP Anand Jayapalan, who got accused by SEC on security fraud at his previous company SanDisk, Micron appointed Derek Dicker as VP and GM of Storage Business Unit. Previously, Dicker served as VP and Business Unit Manager of performance storage at $MSCC.

$MSCC {{ '2017-11-28T22:35:04+0000' | timeago}} • Announcement

$MSCC has completed the acquisition of the high-performance timing business of Vectron International, a $KN company, for $130MM, excluding working capital adjustments.

$KN {{ '2017-11-28T22:07:14+0000' | timeago}} • Announcement

$KN sold its timing device business to $MSCC for $130MM. The divestiture of the timing device business reduces the company's 4Q17 guidance for continuing operations by approx. $26MM in revenues and reduces GAAP and Non-GAAP EPS by approx. $0.02.

$KN {{ '2017-11-28T22:06:43+0000' | timeago}} • Announcement

$KN completed the sale of its timing device business, part of the Precision Devices segment, to $MSCC for $130MM in cash. $KN expects to use a portion of the net proceeds to reduce outstanding borrowings under its revolving credit facility. $KN expects to reclassify the results of the timing device business to discontinued operations in 4Q17.

$AMAT {{ '2017-11-17T21:19:51+0000' | timeago}} • Announcement

For 1Q18, $AMAT expects sales to be $4.00-4.20Bil, representing a midpoint increase of approx. 25%. Non-GAAP EPS is estimated to be $0.94-1.02, representing a midpoint increase of approx. 46% YoY. Earlier on Sept. 27, Applied Materials guided $19.6Bil of revenue and $5.08 of non-GAAP EPS for FY20.

$AMAT {{ '2017-11-17T21:13:31+0000' | timeago}} • Announcement

$AMAT, which celebrated its 50th birthday on Nov. 10, 2017, reported strong results for its final quarter of 2017, helped by the robust sales in the Display segment. Profit surged more than 60% to $982MM or $0.91 per share in 4Q17. Sales spiked 20% to $3.97Bil, while non-GAAP EPS shot up 41% to $0.93.

$NVDA {{ '2017-11-17T20:26:27+0000' | timeago}} • Webcast

$NVDA said that every major server computer maker in the world has now supported Volta and in the process of taking Volta out to market. HP, Dell, IBM, Cisco and Huawei in China, Insper in China, Lenovo, have all announced that they will be building service - families of servers around the Volta GPU.

$NVDA {{ '2017-11-17T20:22:01+0000' | timeago}} • Webcast

In data center business, $NVDA has started ramping Volta strongly during 3Q18. Every major cloud provider from Amazon, Microsoft, Google to Baidu, Alibaba and Tencent and recently, Oracle, has announced support for Volta. The company will be providing Volta for their internal use of deep learning as well as external public cloud services.

$AMAT {{ '2017-11-16T21:42:48+0000' | timeago}} • Infographic

$AMAT Applied Materials, Inc. Earnings AlphaGraphic: Q4 2017 Highlights

$QCOM {{ '2017-11-14T13:39:27+0000' | timeago}} • Announcement

$QCOM's BoD unanimously rejected its rival $AVGO's $103Bil takeover proposal, stating the proposal undervalues $QCOM and comes with significant regulatory uncertainty. $QCOM has a pending $28.1Bil deal with $NXPI that is currently under the regulatory review in Europe.

$NVDA {{ '2017-11-09T22:33:34+0000' | timeago}} • Announcement

The battle of trio - $NVDA $AMD $INTC - over the GPU market is getting intense as Intel hired ex-head of AMD's graphics business. Intel looks to expand its high-end discrete GPU for a broad range of computing: a field Nvidia has ruled for a long time. With this battle favoring its peers, Nvidia yet again showed its strength with solid 3Q18 results.

$NVDA {{ '2017-11-09T21:39:41+0000' | timeago}} • Infographic

$NVDA NVIDIA Corporation Earnings AlphaGraphic: Q3 2018 Highlights

$NVDA {{ '2017-11-09T12:24:01+0000' | timeago}} • Announcement

$NVDA has launched a pair of Star Wars-themed collector’s edition Titan Xp graphics cards. The duo "Rebel Alliance & Galactic Empire" have been crafted to reflect the look and feel of the Star Wars galaxy and will be available in green/red lighting. The cards will be broadly available from Nov. 17. GeForce Experience users can pre-order by Nov. 10.

$AMD {{ '2017-11-06T15:17:19+0000' | timeago}} • Announcement

$AMD and $INTC teams up to develop a new chip (a combintion of AMD's semi-custom GPU and a new Intel multi-chip processor), which would steal some $NVDA's GPU market share. The new product that will power lightweight laptops is designed by Intel and integrates an Intel Core processor, Radeon graphics chip, and 2nd gen High Bandwidth Memory (HBM2).

$QCOM {{ '2017-11-02T18:29:35+0000' | timeago}} • Announcement

For 1Q18, $QCOM expects its revenue to be about $5.5-6.3Bil. GAAP EPS is expected to be about $0.63-0.73 per share and non-GAAP EPS is expected to be about $0.85-0.95. The company did not include the operating results of the proposed acquisition of $NXPI in the 1Q18 outlook.

$QCOM {{ '2017-11-02T18:23:33+0000' | timeago}} • Announcement

In order to boost its growth, $QCOM relies on the proposed $39Bil acquisition of $NXPI. The deal that was initially announced on October 27. 2016 continues to face several challenges and is expected to close in early 2018. The company intends to fund the transaction with cash generated from May 2017 debt offering.

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