Bloomberg
Intel Reports Lower-Than-Projected Sales, Forecast Disappoints
Jan.24 -- Intel Corp. reported lower-than-projected fourth-quarter sales and profit and gave a disappointing forecast for the current period, signaling the long boom in spending to build out cloud-data centers is tapering off....
Bloomberg
Breaking Down Samsung’s 1Q Earnings
Apr.29 -- Mark Newman, senior research analyst at Sanford C. Bernstein, discusses Samsung’s 1Q earnings and his outlook for the company. He speaks on “Bloomberg Daybreak: Asia.”
Bloomberg
Expect Samsung Earnings to Turn Around in 3Q, Says Kiwoom Securities’s Yoo
Apr.04 -- Daniel Yoo, global strategist at Kiwoom Securities, discusses Samsung’s 1Q preliminary earnings, his outlook for the second quarter, Semiconductors, his outlook for chip stocks and the launch of 5G in South Korea. He speaks on...
Bloomberg
Chip wars: the other fight between China and America
The trade war between China and America is not just about traditional products like steel and cars. A battle for dominance is under way in semiconductor chips, as the two superpowers fight to control this global industry.
Bloomberg
Breaking Down Samsung’s Fourth Quarter Earnings
Jan.07 -- Daniel Yoo, head of global investment at Yuanta Securities Korea, discusses Samsung’s earnings in the fourth-quarter. They speak on “Bloomberg Markets: Asia.”
Bloomberg
Micron Shares to Rise Further, Wedbush's Bryson Says
Dec.18 -- Matt Bryson, analyst at Wedbush Securities, talks about Micron Technology Inc.'s results, outlook and stock. Micron gave a strong forecast for the current quarter, adding to optimism that demand for memory chips is rebounding....
Bloomberg
S&P 500 May Be Poised to Hit 3,200, Chaikin's Russo Says
Oct.09 -- In this edition of "Smart Charts," Chaikin Analytics' Dan Russo examines what could be next for U.S. stocks with Bloomberg's Abigail Doolittle on "Bloomberg Markets: What'd You Miss?"
Bloomberg
Nintendo Profit Beats, Forecast Misses Estimates
May.06 -- Nintendo Co.’s quarterly earnings beat estimates after resilient stay-at-home entertainment demand, but the maker of popular Switch games console warned that global chip shortages may disrupt production of its marquee device....
Bloomberg
GM CEO Barra on Bolt Recall, Chip Shortage, EV Demand
Aug.04 -- General Motors CEO and Chair Mary Barra discusses the recall of its 2017-2019 model year Chevrolet Bolt battery-powered cars, impact of the global semiconductor shortage on production, and electric vehicle demand on "Bloomberg...
Bloomberg
Nissan Shifting Focus to Electrification Significantly: COO
May.13 -- Nissan Motor Co. Chief Operating Officer Ashwani Gupta discusses the automaker's financial results, outlook and strategy. The company’s profit forecast for this fiscal year missed estimates, weighed down by the ongoing shortage...
Bloomberg
Chip Shortage Not Related to U.S. Reliance on Asia: Bernstein
Apr.12 -- Stacy Rasgon, managing director of U.S. semiconductors at Bernstein, discusses President Joe Biden's comments at the White House chip summit. Biden told the CEOs at the meeting that there is bipartisan support for government...
Bloomberg
The Answers Are Not Clear Yet on Semi Shortage : Willy Shih
Apr.12 -- President Joe Biden told companies vying with each other for a sharply constrained global supply of semiconductors that he has bipartisan support for government funding to address a shortage that has idled automakers worldwide....
Bloomberg
U.S. Blacklists More Than 60 China Firms Including SMIC
Dec.20 -- The U.S. Commerce Department announced it’s blacklisting Semiconductor Manufacturing International Corp. and more than 60 other Chinese companies "to protect U.S. national security." Tom Mackenzie reports on "Bloomberg...
Bloomberg
Premature Monetary Policy Tightening a Risk, Says Principal Global's Chandgothia
Apr.06 -- Principal Global Investors Portfolio Manager Binay Chandgothia, believes a premature tightening of monetary policy driven by a faster recovery in inflation is a risk. He speaks with Shery Ahn and Haidi Stroud-Watts on...
Bloomberg
Chip Shortage Affecting Bajaj Auto Very Badly: Director
May.10 -- Rakesh Sharma, executive director of Bajaj Auto Ltd., one of India's largest makers of scooters and motorcycles, discusses the company's outlook amid the coronavirus pandemic and global shortage of semiconductors. He speaks...
Bloomberg
Taiwan Is Flashpoint Between China and U.S.
May.04 -- Taiwan says a Chinese jet entered its a defense identification zone. Bloomberg's Enda Curran explains why the disputed area is so important to the U.S. and China. He's on "Bloomberg Surveillance."
Bloomberg
Standard Chartered's Robertsen on Markets, Strategy
Eric Robertsen, Standard Chartered Bank's Global Head of Research and Chief Strategist, discusses his outlook for markets and his investment strategy. He speaks in "Bloomberg Daybreak Middle East" with Yousef Gamal El-Din.
Bloomberg
Intel's Chip Production Plans Need Help From Congress: CEO
Intel CEO Pat Gelsinger says Intel is "on track for a great future" and discusses the chipmaker's production plans and the future of the chip shortage. He speaks with Bloomberg's Emily Chang on "Bloomberg Technology." (Source: Bloomberg)
Bloomberg
BNP Paribas Is 'Overweight' South Korea, India, Indonesia, Thai Stocks
Manishi Raychaudhuri, head of Asia Pacific equity research at BNP Paribas, explains why he has turned more constructive on Chinese stocks, and why he is "overweight" equities in South Korea Korea, India, Indonesia and Thailand. He speaks...
Bloomberg
TSMC Said to Suspend Work for Chinese Chip Startup Biren Amid US Curbs
Taiwan Semiconductor Manufacturing Co. has suspended production of advanced silicon for Chinese startup Biren Technology, according to a person familiar with the matter. With this move, TSMC wants to ensure it's complying with US...
Bloomberg
Chip Stocks Fall on News US Asks Japan to Curb China Sales
The US is upping the ante in its tech war against China. Kyodo is reporting the US directly asked Japan to cooperate with its chip export curbs against China. Rebecca Choong Wilkins reports on Bloomberg Television.
Bloomberg
SoftBank's Arm Sues Qualcomm
SoftBank-owned chipmaker Arm is suing Qualcomm for breach of contract and trademark infringement. It sets up a legal showdown between the company and one of its biggest customers. Paula Penkal discusses the issue on Bloomberg Television.
Bloomberg
Japan Said to Join US in Tightening China Chip Exports
Japan and the Netherlands have agreed in principle to join the US in tightening controls over the export of advanced chipmaking machinery to China, according to people familiar with the matter. Jodi Schneider reports on Bloomberg...
Bloomberg
SoftBank Buyback Not Completely Out of Question: Analyst
Atul Goyal, senior analyst at Jefferies, discusses SoftBank Group Corp.'s financial results and outlook. SoftBank reported a sharp drop in profit at its Vision Fund, as the value of investments in public holdings like Uber Technologies...