Bloomberg
Intel 2Q Performance Much Better Than Expected, CEO Swan Says
Jul.26 -- Intel Corp. Chief Executive Officer Bob Swan discusses the semiconductor maker's second-quarter performance, full-year outlook, and the sale to Apple Inc. of a majority of its smartphone-chips business. He speaks on "Bloomberg...
Bloomberg
Time to Take Profits on Value, Cyclicals, Says iCapital's Amoroso
"It's back to buying tech" for Anastasia Amoroso, chief investment strategist at iCapital, who sees cyclical stocks pricing lower as the Federal Reserve moves to contain demand to counter rising inflation. She speaks on "Bloomberg...
Bloomberg
EV Charger Maker Tritium Says Demand Outstripping Supply
Jane Hunter, chief executive officer of Tritium Pty Ltd., which makes fast chargers for electric vehicles, discusses the prospects for the Australian manufacturer and its strategy. Hunter speaks with Haidi Stroud-Watts and David Ingles...
Bloomberg
Hana Financial Investment Semiconductor Analyst on Chip Shortage, Samsung
Apr.06 -- Hana Financial Investment Semiconductor Analyst Claire Kyung Min Kim, discusses Samsung's profit surge and the global chip shortage. She speaks with Rishaad Salamat and Juliette Saly on "Bloomberg Markets: Asia."
Bloomberg
ASPI's Mohan on Indian Foreign Policy
C. Raja Mohan, Senior Fellow with the Asia Society Policy Institute, discusses priorities and challenges for Indian foreign policy. He speaks on "Bloomberg Markets Asia" with Haslinda Amin and Rishaad Salamat.
Bloomberg
Why Analog Devices Would Want to Buy Linear
July 26 -- Analog Devices is in advanced talks to acquire Linear Technology, according to people familiar with the matter, potentially restarting a scramble by chipmakers to add scale amid record industry consolidation. Bloomberg's Alex...
Bloomberg
Why Semiconductor Stocks Are Selling Off
Oct.24 -- Tore Svanberg, Stifel Nicolaus managing director, and Bloomberg's Romaine Bostick examine what's behind the selloff in semiconductor stocks. They speak with Bloomberg's Emily Chang on "Bloomberg Technology."
Bloomberg
KKM's Deming Has a Bullish Options Trade for Semiconductors
Sep.06 -- In this edition of "Options Insight," KKM Financial's Dan Deming discusses the momentum shift in U.S. equities and investment strategy for semiconductor stocks with Bloomberg's Abigail Doolittle on "Bloomberg Markets: The Close."
Bloomberg
Frost & Sullivan Sees Steady Growth for Semiconductors
Jan.05 -- Satish Lele, senior vice president for automation and electronics at Frost & Sullivan, discusses his outlook for the semiconductor industry. He speaks on "Bloomberg Markets: Asia."
Bloomberg
Commerce Sec. Raimondo on Chips Act, China Trade, Canada
U.S. Commerce Secretary Gina Raimondo discusses the Biden administration's efforts to bolster U.S. manufacturing and ease the dependence on China for semiconductors, China's failure to meet the purchase targets pledged in a trade deal...
Bloomberg
Foxconn's Gou Sees Opportunity With Toshiba Chips
Mar.01 -- Bloomberg Gadfly's Tim Culpan discusses Foxconn's interest in Toshiba's chip business. He speaks on "Bloomberg Markets." Culpan is a Bloomberg Gadfly columnist. The opinions expressed are his own.
Bloomberg
Goldman Sachs' Galliers on Auto Sector Outlook
George Galliers, auto analyst at Goldman Sachs, discusses the future of the electric vehicle (EV) market and broader auto sector. He speaks with Bloomberg's Tom Mackenzie and Francine Lacqua on "Bloomberg Markets: European Open."
Bloomberg
Apple Strikes New Deal With U.K. Chipmaker
Jan.02 -- U.K. chip designer Imagination Technologies Group Plc said it’s struck a new license agreement with Apple Inc., reviving a business relationship that had all but ended in recent years. Bloomberg's Mark Gurman reports on...
Bloomberg
Chip Shortage May Turn Into Glut in 2024: Morningstar's Lee
Phelix Lee, equity analyst at Morningstar, discusses the computer chip crunch, demand for the chips and his outlook for the sector. He speaks on "Bloomberg Daybreak: Asia."
Bloomberg
Semiconductor Industry Meltdown Exposes Security Vulnerabilities
Jan.08 -- Bloomberg's Ian King discusses the semiconductor industry's security meltdown with Julia Chatterley, Scarlet Fu and Joe Weisenthal on "Bloomberg's What'd You Miss?"
Bloomberg
What Intel's Bullish Forecast Signals for the Semiconductor Industry
Oct.24 -- Intel Corp. gave an upbeat forecast for fourth-quarter sales and profit, indicating demand for semiconductors that power cloud-computing data centers is improving even as the trade dispute between the U.S. and China drags on....
Bloomberg
Infineon Nears Deal to Buy Cypress Semiconductor
Jun.03 -- Infineon Technologies AG is close to a deal to acquire Cypress Semiconductor Corp., according to people familiar with the matter. Manuel Baigorri reports on "Bloomberg Markets: European Open."
Bloomberg
US Deputy Commerce Secretary on China Tariffs, Chips Bill, GlobalWafers
US Deputy Commerce Secretary Don Graves discusses the trade disputes with China, the long-stalled legislation to boost US semiconductor manufacturing, and the plan of Taiwan-based GlobalWafers Co. to build a $5 billion...
Bloomberg
Lisa's Market Movers
Bloomberg's Lisa Abramowicz reports the top moving stocks this morning.
Bloomberg
Why Qualcomm's Purchase of NXP Semiconductors Makes Sense
Oct. 27 -- Ben Bajarin, Creative Strategies principal analyst, and Bloomberg's Mark Gurman discuss Qualcomm's agreement to acquire NXP Semiconductors in a transaction valued at $47 billion. They speak with Bloomberg's Emily Chang on...
Bloomberg
Chip Shortage Is Not Cyclical: Ampere CEO
May.24 -- Renee James, CEO of semiconductor startup company Ampere and former Intel president, discusses the global microchip shortage and how it may be a sign of growth in the chip industry instead of a cyclical shortfall. She speaks...
Bloomberg
Apple, Qualcomm Battle Continues in U.S. Federal Court
Apr.15 -- A federal jury in San Diego will decide if Qualcomm Inc. engaged in illegal patent licensing practices and whether Apple Inc. had the right to stop paying royalties for it. Oceanic Partners Vice President Matt Larson and...
Bloomberg
Sony Snubs Activist Investor Loeb
Sep.17 -- Sony Corp. plans to hold on to its semiconductor and financial services operations, rebuffing a series of proposals from American activist investor Dan Loeb, whose activist fund, Third Point LLC, disclosed a $1.5 billion stake...
Bloomberg
India's IT Industry Has Done 'Remarkable Job' Amid Pandemic
Mar.12 -- Debjani Ghosh, president of India's National Association of Software & Service Companies, the information technology services industry trade group, discusses how the coronavirus pandemic has been affecting its members. She...