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3G iPhone?s Top Five Component Beneficiaries
Sramana Mitra submits: The 3G iPhone is out. Besides Apple AAPL , who else is a beneficiary of this major PR event? Here, we look at the top five component vendors: Infineon, Triquint, Samsung, Broadcom and Interdigital. The teardown analysis shows that Infineon IFX and TriQuint Semiconductor...
Apple: Justice Case Closed, iPhone Cracked Open
Seth Gilbert submits: The iPhone is here and Apple AAPL is making headlines around the world. From the Applevine, there is more going on than just the debut of the anticipated phone. Thursday, it became apparent that the company is off the hook for any backdating of stock options. Also,...
Will Infineon Benefit from 3G iPhone Sales?
Market Folly submits: Let me preface this by saying I have absolutely no idea how much this will affect Infineon's IFX bottom line, but I would imagine it would have a solid impact. Everyone is expecting the 3G iPhone to be a big hit worldwide, which obviously benefits Apple AAPL....
Apple Keeps On Rolling... But Can Metalink?
Shlomi Cohen submits: The main event this week on the technology scene will, without doubt, be on Friday when Apple Inc.'s AAPL second generation of its iPhone goes on sale at stores worldwide. The impending recession has often been referred to of late in connection with the great depression...
Infineon Shares Up Over 5 Percent on Takeover Talk
FRANKFURT (Reuters) - Shares in German chipmaker Infineon IFXGn rose more than 5 percent on Friday, with traders citing unspecified takeover rumors. At 5:23 a.m. EDT, Infineon traded 5.5 percent higher at 4.875 euros. It was the leading gainer in Frankfurt's top-30 ...
Apple Checks Show Big Upward iPhone Build Revisions; Positive for Chip Suppliers
FBR Capital Market analysts Craig Berger and Robert Pikover sent a note to clients this morning, detailing new checks into Apple's AAPL supply chains and the positive implications for iPhone chip suppliers, most notably Broadcom BRCM and Marvel MRVL. Key excerpts follow: *********************************** by SA Editors
Intel's Atom Chip To Power Future iPhone
Eric Savitz (Barron's) submits: The next generation of the Apple AAPL iPhone - by which I mean, not the 3G iPhone due on July 11, but the version after that - will be powered by a version of Intel’s INTC new Atom family of low-cost, low-power processors, according to...
Inside the iPhone: Who's Making What
Seth Gilbert submits: One of the first things that happens when a product like the iPhone 3G hits the market is someone breaks it. For curiosity, for insight, to see what’s inside, or simply because they can – someone will crack it open and chronicle all the bits and...
Japanese Tech Stock Weekly Summary (6/9 - 6/15)
The following is excerpted from IRG's weekly stock report: • • • by IRG
Is Elpida Partnership Enough to Jumpstart Qimonda?
Ed McDaries submits: Yesterday, Qimonda AG QI and Elpida Memory announced that they have signed final contracts for a strategic technology partnership on joint development of memory chips [DRAM]. This is positive news for QI, but difficult to make a definitive analysis since no statements have been made concerning expected...
Is InterDigital in the 3G iPhone?
Vijay Nagarajan submits: The 3G iPhone is expected to launch soon at the WWDC. One of the primary component winners likely is Infineon IFX. The company’s cellular chipset is expected to drive the iPhone. As we wait for the teardown. A good friend recently asked me how we...
3G iPhone Predictions
Vijay Nagarajan submits: We are less than a week off from the Apple Worldwide Developer's Conference 2008 [WWDC] in which the 3G iPhone is expected to make its debut.Over the past year, I have covered the 3G iPhone in great detail. As we head to the WWDC, I...
Infineon Technologies AG F2Q08 (Qtr. End 03/31/08) Earnings Call Transcript
Infineon Technologies AG F2Q08 (Qtr. End 03/31/08) Earnings Call Transcript
Infineon Technologies AG F2Q08 (Qtr. End 03/31/08) Earnings Call Transcript
Infineon Technologies AG F2Q08 (Qtr. End 03/31/08) Earnings Call Transcript
In Fineon Technologies AG F1Q08 (Qtr. End 12/31/07) Earnings Call Transcript
In Fineon Technologies AG F1Q08 (Qtr. End 12/31/07) Earnings Call Transcript
Infineon Technologies F4Q07 (Qtr End 9/30/07) Earnings Call Transcript
Infineon Technologies F4Q07 (Qtr End 9/30/07) Earnings Call Transcript
Infineon Technologies F3Q07 (6/30/07) Earnings Call Transcript
Infineon Technologies F3Q07 (6/30/07) Earnings Call Transcript
Infineon Technologies F2Q07 (Qtr End 03/31/07) Earnings Call Transcript
Infineon Technologies F2Q07 (Qtr End 03/31/07) Earnings Call Transcript
Infineon Technologies F1Q07 (Qtr End 01/26/07) Earnings Call Transcript
Infineon Technologies F1Q07 (Qtr End 01/26/07) Earnings Call Transcript
Infineon Technologies F4Q06 (Qtr End 10/29/06) Earnings Call Transcript
Infineon Technologies F4Q06 (Qtr End 10/29/06) Earnings Call Transcript
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- Call Transcript (11 results)
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- Broadcom Corp. (5 results)
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- InterDigital Communications Corp. (3 results)
- Marvell Technology Group Ltd. (3 results)
Infineon Technologies AG Company Info
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Semiconductor and Related Device Manufacturing: 334413Brought to you by IBMSponsored Resources
