by SemiMarketTrends | Jan 13, 2018 | Forecasts
Qualcomm is focused on dominating the mobile Application Processor market Companies: Qualcomm, Leadcore, JLQ Technology I like: QCOM (market share gains and technology execution) I dislike: Mediatek (lack of technology leadership and technical issues, share loss in...
by SemiMarketTrends | Jan 11, 2018 | Forecasts
TSM’s utilization rate outlook by node; 7nm and 16nm outlook is up, while 10nm outlook declines Companies: TSM, Mediatek, Spreadtrum, Hisilicon, QCOM 10nm capacity is being transformed towards 7nm nodes starting January 16nm (including 12nm) should have strong...
