With Muted Move on Micron, China Blinks in Trade War, Credit Suisse Says


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An apparent “slap on the wrist” on Micron Technology last week by a Chinese court in a patent dispute suggests to Credit Suisse’s John Pitzer that the Chinese are reluctant to elevate the trade battle with the U.S. to a point where it would imperil China’s ability to buy chip equipment.

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


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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


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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.

Applied Materials: This Year’s Chip Show to Be Less Exuberant, Says Needham


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The upcoming Semicon West, one of the big trade shows of the year for the semiconductor companies, is going to be a less-exuberant affair, writes Edwin Mok of Needham & Co., given some declining trends in the memory chip market. That’s bad news for Applied Materials, KLA-Tencor, Lam Research and others.

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


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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.

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


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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.