Semiconductor Market Recovering

Guest author Nalini Kumar Muppala recently finished his in-depth analysis of STMicroelectronics’ JV, ST-Ericsson. Today’s Tech Stocks post reviews STM’s (NYSE:STM) recent results in the context of Nalini’s assessment and also takes a look at the results of another major semiconductor player, Texas Instruments (NYSE:TXN). Sequential growth for some divisions at both companies may indicate

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Infineon (Part 2): Wireless Strengths

By Guest Author Nalini Kumar Muppala Infineon is a formidable force in RF transceivers and is one of the predominant baseband suppliers. Forward Concepts ranks them #3 globally in total baseband (2G, 3G). Although Infineon’s visibility increased tremendously after design wins in the iPhone, it has been a longtime supplier of RF solutions to LG,

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Texas Instruments: Recent Wireless Moves

By Guest Author Nalini Kumar Muppala In light of Vijay Nagarajan’s TI series from last summer, we will look at some recent developments at TI. If wireless and mobile semiconductor suppliers’ play in convergence device movement can be broadly classified into four categories — baseband modem, application processor, connectivity solutions, analog and power management — TI

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3G iPhone’s Top 5 Component Beneficiaries

The 3G iPhone is out. Besides Apple, who else is a beneficiary of this major PR event? Here, we look at the top five component vendors: Infineon, Triquint, Samsung, Broadcom and Interdigital.

Infineon: Future and Strategy

By Vijay Nagarajan, Guest Author Over the past two weeks, we have looked at Infineon’s financials and various business units. Before we proceed to its valuation, it will be useful to examine the company’s key strategic initiatives and growth possibilities if we exclude Qimonda from the picture.

Infineon: Wireless Business

By Vijay Nagarajan, Guest Author We recently evaluated Infineon’s industrial and automotive business and its wireline communications business. Let’s now take a quick look at its wireless communications business, which has been in the news for the past year due to the company’s presence in the iPhone.

ST Microelectronics: Wireless Business

By Vijay Nagarajan, Guest Author The JV with NXP has given STM the scale to succeed in the mobile wireless space. Putting its weight behind the convergence movement, the company plans to leverage its full suite of wireless solutions to enable the advanced mobile devices coming out of the Nokia stables among others. Let us

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ST Microelectronics: NXP JV

By Vijay Nagarajan, Guest Author In the last part of this series, we looked at STM’s strategic initiatives that are aimed at making the company more nimble and profitable. A very important part of this strategy was unveiled last month when the company decided to form a Joint venture with its wireless business and that

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