Intel’s Mobile Failure a $17B Mistake, Says New Street Research

Intel has wasted $17 billion or more trying to compete in the wireless modem market against the incumbent, Qualcomm, writes Pierre Ferragu of New Street Research. With a report from an Israeli tech publication saying Intel's going to lose Apple's interest come 2020, Ferragu advises the company to exit the business entirely.

Tech Today: Micron Rallies, Facebook’s Insta-charm, Bully for Qorvo

Micron shares are rising as it says a temporary ban on sales of some parts in China won't affect its numbers, Facebook's Instagram unit is delighting advertisers, Qorvo is one mobile stock to bet on ahead of Apple's next iPhone according to KeyBanc's John Vinh, Alibaba can survive the periodic decline of China's currency, and one of the biggest chip conferences kicks off next week in San Francisco amidst persistent worries about tariff and trade issues.

Micron’s China Risk Seems Small, Says Macquarie

After a nearly 6% drop in Micron Tech shares during Tuesday's abbreviated trading session, Macquarie chip analyst Srini Pajjuri councils investors that the hit from an apparent Chinese ban on some Micron parts is likely not to be that big a deal in terms of the company's overall revenue.

Automotive Chip Makers Take a Hit on Trade and Tariffs

Automotive parts maker Osram cut its revenue outlook Thursday, pushing down shares of automotive chip suppliers such as TE Connectivity and Cypress Semi. Morgan Stanley analysts urge a nuanced view about tariffs and trade as it impacts the auto market.

Rambus CEO Dismissed by Board for ‘Conduct’

Rambus, a maker of circuitry for using memory chips, which had expanded in recent years to new markets such as electronic payments, said its board terminated CEO Ron Black for an "incident" with his "conduct" that did not meet company standards.

Tech Today: Google vs Amazon, Buying Tesla, Lattice’s Turnaround

Amazon's acquisition of pharmacy startup PillPack freaks out pharmacy stocks while its offer to help start small delivery businesses could be key to Whole Foods' expansion, Alphabet's Google needs to give away its home speaker to combat Amazon according to Morgan Stanley analyst Brian Nowak, now is the time to buy Tesla stock ahead of next week's Model 3 numbers according to Baird's Brian Kallo, T-Mobile's chances of getting Sprint are looking a little better to Wells Fargo's Jennifer Fritzsche, Lattice semiconductor may bounce back with new management and activist input thinks Dougherty's Charles Anderson, Square is no Amazon so says SunTrust, Twilio has a brilliant opportunity according to Argus, and Apple is set to see its supplies of OLED displays for iPhone expand according to Bloomberg.

Micron: UBS Ups to Hold on Samsung DRAM Delays

Micron's profit in a "trough" situation, where DRAM chip prices decline for several quarters, now seems likely to be much less bad than originally estimated, according to Tim Arcuri of UBS, prompting him to upgrade his view on the stock to a Hold from what had been a Sell.

With Intel’s Bench Depleted, CEO Search Could Look Outside

Under CEO Brian Krzanich, Intel has seen an exodus of long-time managers. With the resignation of Krzanich this morning, several Wall Street observers expect that the search for his replacement will look outside the company for the first time in Intel's history -- a change perhaps for the better, some think.

Sell Micron, Says UBS—Big Correction Coming in 2019

The debate over whether Micron will see a "correction" in the white-hot memory chip market continues despite Wednesday's upbeat earnings report. UBS's Tim Arcuri continues to believe the correction is coming next year, advising investors to sell the stock.

Sell Micron, Says UBS—Big Correction Coming in 2019

The debate over whether Micron will see a "correction" in the white-hot memory chip market continues despite Wednesday's upbeat earnings report. UBS's Tim Arcuri continues to believe the correction is coming next year, advising investors to sell the stock.