Bloomberg
There Are Opportunities in Asia's Tech Sector: Tan
Lorraine Tan, director of Asia equity research at Morningstar, discusses the current state of markets, her outlook for Taiwan's semiconductor industry and her investment strategy. She speaks on Bloomberg Television.
Bloomberg
Intel Falls Short of Estimates, Cuts Forecast
Intel fell far short of analysts' second-quarter sales and profit estimates and slashed forecasts for the year. Bloomberg Intelligence's Mandeep Singh has more on "Bloomberg Markets: The Close."
Bloomberg
Mahindra CEO Shah On Chip Shortage Impact
Mahindra & Mahindra Chief Executive Officer Anish Shah discusses the impact of the global semiconductor shortage on his company's production. He spoke in Davos, Switzerland with Bloomberg's Haslinda Amin and Francine Lacqua on "Bloomberg...
Bloomberg
Intel's Smith: We're More Confident About Fourth Quarter
Oct. 18 -- Stacy Smith, Intel's executive vice president of manufacturing, operations and sales and former chief financial officer, comments on the company's third-quarter earnings and growth prospects. He speaks with Bloomberg's Cory...
Bloomberg
TCL Sees Opportunities in One Belt, One Road Initiative
May.10 -- China holds the "One Belt, One Road" Summit next weekend. President Xi Jinping is welcoming state and business leaders to discuss plans to boost global trade. Electronics maker TCL says Chinese manufacturers are confident the...
Bloomberg
Intel CEO Sees 'Really Good Momentum" Across Its Businesses
Oct.24 -- Intel Corp. Chief Executive Officer Bob Swan talks about the company's financial results and business outlook. The chipmaker gave an upbeat sales and profit forecast, citing improved demand for semiconductors that power...
Bloomberg
Key Takeaways From Samsung’s 1Q Earnings
Apr.30 -- Mehdi Hosseini, senior analyst at Susquehanna Financial, discusses Samsung earnings and his outlook for the company. He speaks on “Bloomberg Markets: Asia.”
Bloomberg
Electronics Manufacturing Exodus From China Expected; BI Analyst
Sep.12 -- Anand Srinivasan, senior analyst at Bloomberg Intelligence, discusses how the trade war between the U.S. and China is affecting the global technology industry. He speaks on "Bloomberg Markets: Asia."
Bloomberg
What Intel Is Looking for in Its Search for a CEO
Jan.14 -- Romit Shah, Nomura Instinet managing director, and Bloomberg's Ian King discuss Intel Corp.'s search for a new chief executive officer. They speak with Bloomberg's Emily Chang on "Bloomberg Technology."
Bloomberg
Biden's $50 Billion Chips Bill Needs to be Funded: GlobalFoundries CEO
Apr.07 -- Thomas Caulfield, CEO at GlobalFoundries Inc, says the chip shortage began with the advent of smartphones 15 years ago and has been accelerated by the rising demand for technology adoption during the Covid-19 pandemic. He also...
Bloomberg
Credit Suisse's Nigam Sees 5G Global Phenomenon in 2021, 2022
Mar.25 -- Credit Suisse Head of Global Sector Research Manish Nigam discusses the 5G market and semiconductor industry. He speaks exclusively with Sophie Kamaruddin on the sidelines of Credit Suisse Asian Investment Conference.
Bloomberg
Rental Car Companies Are Starving for Vehicles: Caldwell
May.04 -- The semiconductor shortage has slashed vehicle production so much that rental-car companies can’t get the new cars they need, so they have resorted to buying used vehicles at auction. Jessica Caldwell, Executive Director of...
Bloomberg
Samsung to Benefit From U.S. Sanctions Against SMIC: Analyst
Dec.20 -- SK Kim, executive director and senior analyst at Daiwa Capital Markets, discusses the prospects for Asian semiconductor makers. Semiconductor Manufacturing International Corp., China’s largest chipmaker, saw its shares fall as...
Bloomberg
Chip Consuming Industries Need to Build More Flexibility: Bain & Co.
May.17 -- Ravi Vijayaraghavan, partner and APAC head of TMT practices at Bain & Co. Inc., discusses the semiconductor supply crunch, how long the supply/demand imbalance will last and his outlook for the chip industry. He speaks...
Bloomberg
We May Not Have Reached a Bottom, Says JPM's Stubbs
David Stubbs, global head of cross-asset thematic strategy at JPMorgan Private Bank, talks about what can help the markets bounce higher. He's on "Bloomberg Markets."
Bloomberg
HP Enterprise Seeing 'Off the Charts' Demand, CFO Says
Hewlett Packard Enterprise CFO Tarek Robbiati says the company has to adapt amid the component-supply struggles. He speaks during an interview on "Bloomberg Markets: The Close." HP Enterprise gave a lackluster quarterly profit forecast,...
Bloomberg
Krach Institute Chairman on US Chips Bill
Keith Krach, Chairman at the Krach Institute for Tech Diplomacy at Purdue, discusses the bill that President Biden signed to boost US chips. He speaks with Kathleen Hays and Haidi Stroud-Watts on "Bloomberg Daybreak: Asia".
Bloomberg
Micron CEO Mehrotra: Global Chip Shortages Are Easing
Micron Technology Inc. Chief Executive Officer Sanjay Mehrotra says the ongoing global shortage of semiconductors could last into 2023 but the situation is improving. He speaks at the Bloomberg Economy Forum in Singapore. (Excerpts)
Bloomberg
Biden Touts Success of Samsung Chip Plant in S. Korea
President Joe Biden called the U.S-South Korea alliance "a lynchpin of peace, stability, and prosperity" during a visit Friday to a Samsung Electronics Co. semiconductor complex as he seeks to bolster supply chains that reduce reliance...
Bloomberg
US Sanctions Boosting China's Chipmaking Industry
China's semiconductor industry is growing faster than anywhere else in the world. And part of the reason is the U.S. sanctions on local champions including Huawei Technologies Co. and Hikvision. Debby Wu reports on Bloomberg Television.
Bloomberg
Qualcomm Talks With NXP Said to Progress
Oct. 6 -- Qualcomm is the only company in talks to acquire NXP Semiconductors and is making progress toward an agreement with the Dutch chipmaker on a fair price, people with knowledge of the matter said. Bloomberg's Cory Johnson reports...
Bloomberg
Credit Suisse's Camacho Sees Constructive Underlying Economy
Feb.05 -- Credit Suisse Asia Pacific Vice Chairman Lito Camacho discusses the market selloff, central banks' monetary policies, and the economy. He speaks with Yvonne Man from the World Capital Markets Symposium on "Bloomberg Daybreak:...
Bloomberg
Analyst Zukin Says Intel Chip Flaw Will Drive More Customers to Cloud
Jan.12 -- Alex Zukin, a Piper Jaffray analyst, discusses the fallout from Intel Corp.'s chip security flaw. He speaks with Bloomberg's Emily Chang on "Bloomberg Technology."