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ST Microelectronics: Valuation
By Vijay Nagarajan, Guest Author I value ST Microelectronics at just under $15 per share. This is about 30% more than its current value. Its strengths include its broad portfolio, its position in the strengthening European block and its resultant wireless business outlook. The operating constraints caused by STM’s geopolitical ties are growth deterrents. Its
Texas Instruments: Valuation
I value Texas Instruments at $32 per share. As we have seen in the last few weeks, the strengths are a good management, its analog strategy, the HPA growth and manufacturing efficiency. Its weakness is the wireless business. The growth drivers do not have the ammunition yet to drive the company out of the rut
Texas Instruments: DSP Market and OMAP
By Vijay Nagarajan, Guest Author In the prequel, we discussed TI’s growing analog semiconductor business. Digital Signal Processors (DSPs) is an equally big business for the company contributing 40% of its semiconductor revenues. TI dominates the DSP market with 65% share and its products are preferred in a variety of applications ranging from communication infrastructure,
Texas Instruments: Analog Market
By Vijay Nagarajan, Guest Author In the last part of this series, I presented a brief analysis of TI’s 2007 Financials. As I mentioned before, the company’s semiconductor business has two pillars – namely DSP and analog. While DSP has been TI’s traditional strength, analog, which is one of the largest semiconductor markets, is fast
QualComm: The 3G Goldmine
By Vijay Nagarajan, Guest Author In previous articles, we looked at QualComm’s legal wranglings and the potential impact. Ms.Mitra subsequently posed a question on whether QualComm (QCOM) is a stock to shunt. In this article, I will analyze the impact of the various technologies and the handset market on QualComm thus opening up a debate
Are Analysts Misleading Investors on Qualcomm?
Vijay Nagarajan has done a number of pieces on Qualcomm over the last few weeks, and it is time to take a look at how the stock is doing. Here is the chart: For recap, here are Vijay’s pieces:
iPhone’s Component Ecosystem: Synthesis
Over the last few weeks, we have reviewed the iPhone’s Component Vendors. Here is a recap of the articles: iPhone’s Inside Beneficiaries provides an overview of the various players. We covered Samsung, one of the top component providers, who also has the manufacturing and design capabilities to become the iPhone’s major competitor in the future.
iPhone and the Future of Texas Instruments
We discussed earlier, that Intel has decided to work on a chip that would power iPhone’s competitors. Other companies will also try to go after this important hyper-integrated chip that combines processing power, lowers power consumption to the limits, and handles high-end functions like video, GPS, etc. In the entire semiconductor landscape, the company that
