QRVO - コルボ (Qorvo Inc.)

QRVOのニュース

   Scoop Up These 2 Semiconductor Stocks on Pullbacks  2021/05/12 14:09:24 Entrepreneur
Qorvo (QRVO) and Lam Research Corporation (LRCX) were two stocks that have experienced steep corrections in recent weeks. However, there are signs that the selling pressure may relax and we could see a bounce in certain semiconductor stocks.
   Apple-Designed 5G Modem Said to Debut in All 2023 iPhone Models  2021/03/11 15:35:27 Mac Rumors
Apple's custom-designed 5G cellular modem will likely debut in all 2023 iPhone models, according to Barclays analysts Blayne Curtis and Thomas O'Malley. In a supplier-focused research note shared with MacRumors, the analysts said chipmakers Qorvo and Broadcom should be among the companies that benefit from the shift to Apple's in-house solution. Fast Company 's Mark Sullivan and Bloomberg 's Mark Gurman are among several sources who have reported that Apple is working on its own modem for future iPhones. Apple reportedly began development of the modem in 2020, after acquiring the majority of Intel's smartphone modem business a year earlier to bolster its efforts. Barclays previously said the modem will support both sub-6GHz and mmWave bands of 5G, as to be expected. Apple currently use Qualcomm modems, including the Snapdragon X55 modem in iPhone 12 models. In 2019, a legal settlement between Apple and Qualcomm revealed that Apple will likely use the Snapdragon X60 modem in 2021 iPhones , followed by the Snapdragon X65 modem in 2022 iPhones .
   Bank of America says investors might start selling stocks and buying bonds sooner than expected. Here's when it could happen, and what to own for maximum income if yields keep rising.  2021/02/08 13:02:00 Business Insider
Summary List Placement What's the point of bonds for an investor today? After more than a decade of ultra-low bond yields and ultra-low interest rates — the lowest in centuries or longer, according to some analyses — more investors have turned to stocks for the stability and income they once expected from bonds. And they're still relying on stocks for growth. Savita Subramanian , Bank of America's head of US equity and quantitative strategy, says that might change sooner than a lot of investors think. While Treasury yields today are too low to meet a lot of investors' needs, she says that by the end of 2021, they could rise to a level that convinces more people to pull money out of the stock market. "Our rates strategists' forecast for a 10-yr yield of 1.75% by year-end renders TINA less compelling," she wrote, referring to the saying that "there is no alternative" to stocks with yields so low. On Thursday, the yield on the 10-year Treasury note was about 1.14%. Subramanian says that if that yield reaches 1.5%, more experts will recommend that investors reduce the amount of stock in their portfolios. "Following the GFC, the average recommended stock allocation was ~50%, well below the current recommended allocation of 58.4%," she wrote in a note to clients.
   CDW, Murphy Oil, Qorvo, Xerox and More Thursday Afternoon Analyst Calls  2021/02/04 16:52:00 24/7 Wall street
   Susquehanna Stick to Their Hold Rating for Qorvo By Investing.com  2021/02/04 13:11:37 Investing.com
Susquehanna Stick to Their Hold Rating for Qorvo
   Apple-Designed 5G Modem Said to Debut in All 2023 iPhone Models  2021/03/11 15:35:27 Mac Rumors
Apple's custom-designed 5G cellular modem will likely debut in all 2023 iPhone models, according to Barclays analysts Blayne Curtis and Thomas O'Malley. In a supplier-focused research note shared with MacRumors, the analysts said chipmakers Qorvo and Broadcom should be among the companies that benefit from the shift to Apple's in-house solution. Fast Company 's Mark Sullivan and Bloomberg 's Mark Gurman are among several sources who have reported that Apple is working on its own modem for future iPhones. Apple reportedly began development of the modem in 2020, after acquiring the majority of Intel's smartphone modem business a year earlier to bolster its efforts. Barclays previously said the modem will support both sub-6GHz and mmWave bands of 5G, as to be expected. Apple currently use Qualcomm modems, including the Snapdragon X55 modem in iPhone 12 models. In 2019, a legal settlement between Apple and Qualcomm revealed that Apple will likely use the Snapdragon X60 modem in 2021 iPhones , followed by the Snapdragon X65 modem in 2022 iPhones .
   Bank of America says investors might start selling stocks and buying bonds sooner than expected. Here's when it could happen, and what to own for maximum income if yields keep rising.  2021/02/08 13:02:00 Business Insider
Summary List Placement What's the point of bonds for an investor today? After more than a decade of ultra-low bond yields and ultra-low interest rates — the lowest in centuries or longer, according to some analyses — more investors have turned to stocks for the stability and income they once expected from bonds. And they're still relying on stocks for growth. Savita Subramanian , Bank of America's head of US equity and quantitative strategy, says that might change sooner than a lot of investors think. While Treasury yields today are too low to meet a lot of investors' needs, she says that by the end of 2021, they could rise to a level that convinces more people to pull money out of the stock market. "Our rates strategists' forecast for a 10-yr yield of 1.75% by year-end renders TINA less compelling," she wrote, referring to the saying that "there is no alternative" to stocks with yields so low. On Thursday, the yield on the 10-year Treasury note was about 1.14%. Subramanian says that if that yield reaches 1.5%, more experts will recommend that investors reduce the amount of stock in their portfolios. "Following the GFC, the average recommended stock allocation was ~50%, well below the current recommended allocation of 58.4%," she wrote in a note to clients.
   CDW, Murphy Oil, Qorvo, Xerox and More Thursday Afternoon Analyst Calls  2021/02/04 16:52:00 24/7 Wall street
   Susquehanna Stick to Their Hold Rating for Qorvo By Investing.com  2021/02/04 13:11:37 Investing.com
Susquehanna Stick to Their Hold Rating for Qorvo
   Qorvo Inc (QRVO) Q3 2021 Earnings Call Transcript - We Beat the Broker  2021/02/04 12:30:00 We Beat the Broker
Qorvo Inc (NASDAQ: QRVO) Q3 2021 earnings call dated Feb. 03, 2021 Corporate Participants: Douglas DeLieto — Vice President of Investor
   Apple-Designed 5G Modem Said to Debut in All 2023 iPhone Models  2021/03/11 15:35:27 Mac Rumors
Apple's custom-designed 5G cellular modem will likely debut in all 2023 iPhone models, according to Barclays analysts Blayne Curtis and Thomas O'Malley. In a supplier-focused research note shared with MacRumors, the analysts said chipmakers Qorvo and Broadcom should be among the companies that benefit from the shift to Apple's in-house solution. Fast Company 's Mark Sullivan and Bloomberg 's Mark Gurman are among several sources who have reported that Apple is working on its own modem for future iPhones. Apple reportedly began development of the modem in 2020, after acquiring the majority of Intel's smartphone modem business a year earlier to bolster its efforts. Barclays previously said the modem will support both sub-6GHz and mmWave bands of 5G, as to be expected. Apple currently use Qualcomm modems, including the Snapdragon X55 modem in iPhone 12 models. In 2019, a legal settlement between Apple and Qualcomm revealed that Apple will likely use the Snapdragon X60 modem in 2021 iPhones , followed by the Snapdragon X65 modem in 2022 iPhones .
   Bank of America says investors might start selling stocks and buying bonds sooner than expected. Here's when it could happen, and what to own for maximum income if yields keep rising.  2021/02/08 13:02:00 Business Insider
Summary List Placement What's the point of bonds for an investor today? After more than a decade of ultra-low bond yields and ultra-low interest rates — the lowest in centuries or longer, according to some analyses — more investors have turned to stocks for the stability and income they once expected from bonds. And they're still relying on stocks for growth. Savita Subramanian , Bank of America's head of US equity and quantitative strategy, says that might change sooner than a lot of investors think. While Treasury yields today are too low to meet a lot of investors' needs, she says that by the end of 2021, they could rise to a level that convinces more people to pull money out of the stock market. "Our rates strategists' forecast for a 10-yr yield of 1.75% by year-end renders TINA less compelling," she wrote, referring to the saying that "there is no alternative" to stocks with yields so low. On Thursday, the yield on the 10-year Treasury note was about 1.14%. Subramanian says that if that yield reaches 1.5%, more experts will recommend that investors reduce the amount of stock in their portfolios. "Following the GFC, the average recommended stock allocation was ~50%, well below the current recommended allocation of 58.4%," she wrote in a note to clients.
   CDW, Murphy Oil, Qorvo, Xerox and More Thursday Afternoon Analyst Calls  2021/02/04 16:52:00 24/7 Wall street
   Susquehanna Stick to Their Hold Rating for Qorvo By Investing.com  2021/02/04 13:11:37 Investing.com
Susquehanna Stick to Their Hold Rating for Qorvo
   Qorvo Inc (QRVO) Q3 2021 Earnings Call Transcript - We Beat the Broker  2021/02/04 12:30:00 We Beat the Broker
Qorvo Inc (NASDAQ: QRVO) Q3 2021 earnings call dated Feb. 03, 2021 Corporate Participants: Douglas DeLieto — Vice President of Investor

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