Marvell Technology Remains A Reasonably-Priced Fabless Semiconductor Play (NASDAQ:MRVL)

When putting together a well-diversified, long-term portfolio, we can’t always keep ourselves exclusively invested in deep-discount, undervalued sectors. Sometimes, we want to have exposure to an industry, and need to make sure it is, by comparison, fairly priced.

Semiconductors are still hugely important in the modern tech economy. That seems so self-evident that you’d think we wouldn’t need to keep saying it, but as far back as when I was in college, a good 20 years ago, I was hearing that semiconductors were “old tech” and that the future was elsewhere. Yet here we are, and semiconductors are a $400+ billion industry.

There are a lot of plays within semiconductors, but I’m a big fan of the fabless companies. They don’t directly manufacture their designs, which saves a lot of money on production facilities, and makes understanding the business a lot simpler. In particular, I’d like to take a close

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Seoul Semiconductor Obtains Permanent Injunction Against LED Lighting Products Made by Philips Brand Lighting Affiliate in Germany

Seoul Semiconductor Co., Ltd. (“Seoul”) (KOSDAQ 046890), a leading global innovator of LED products and technology, announced that it has successfully obtained a permanent injunction and destruction in a patent litigation against Leuchtstark Vertriebs GmbH for infringement of Seoul’s patents in Germany.

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20201012005866/en/

The world’s first 2nd generation LED technologies of Seoul Semiconductor (Graphic: Business Wire)

Infringing products are LED light bulbs manufactured by Klite lighting, a subsidiary of Signify – formerly Philips Lighting. In other recent litigations, Seoul has obtained two permanent injunctions against Philips brand television products as well.

The District Court of Düsseldorf also ordered the distributor to recall infringing products sold after October 2017 from commercial customers and to destroy those products.

“To enjoy benefits of the 2nd generation technology, Seoul’s intellectual property is absolutely necessary,” said Chung Hoon Lee and Young Joo Lee, CEOs

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Quik-Pak, Agile Microwave Technology and OMMIC Verify RF-Capable Packaging Solutions for 5G and IoT Semiconductor Devices

Collaboration Targets Packaging for Millimeter-Wave Applications

Quik-Pak Targets 5G, IoT with RF-Capable Packages

Quik-Pak, Agile Microwave Technology, and OMMIC successfully completed electrical RF characterization of OMMIC's millimeter-wave die to 43GHz in Quik-Pak OmPP packages and confirmed 5G-capable frequencies.
Quik-Pak, Agile Microwave Technology, and OMMIC successfully completed electrical RF characterization of OMMIC’s millimeter-wave die to 43GHz in Quik-Pak OmPP packages and confirmed 5G-capable frequencies.
Quik-Pak, Agile Microwave Technology, and OMMIC successfully completed electrical RF characterization of OMMIC’s millimeter-wave die to 43GHz in Quik-Pak OmPP packages and confirmed 5G-capable frequencies.

ESCONDIDO, Calif., Oct. 06, 2020 (GLOBE NEWSWIRE) — Quik-Pak, together with Agile Microwave Technology (AgileMwT) and OMMIC SA, today announced its line of JEDEC-compliant air-cavity QFN packages. The Quik-Pak open-molded plastic packages (OmPP®) are RF-capable to data rates of 43GHz, which will help speed availability of semiconductor devices for 5G and internet of things (IoT) millimeter-wave applications. The packages are available now from Quik-Pak as both off-the-shelf and custom offerings.

Each company contributed core technology to the project: Quik-Pak’s OmPP air-cavity open-molded QFN packages, AgileMwT’s interconnect design

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Semiconductor Market to reach USD 90.80 billion by 2024, Broadcom Inc. and Infineon Technologies AG emerge as Key Contributors to growth

Technavio has been monitoring the semiconductor market and it is poised to grow by USD 90.80 billion during 2020-2024, progressing at a CAGR of over 4% during the forecast period. The report offers an up-to-date analysis regarding the current market scenario, latest trends and drivers, and the overall market environment.

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20201005005033/en/

Technavio has announced its latest market research report titled Global Semiconductor Market 2020-2024 (Graphic: Business Wire)

To learn more about the global trends impacting the future of market research, download a free sample: https://www.technavio.com/talk-to-us?report=IRTNTR43410

This Report Addresses:

  • The market size from 2020-2024

  • Expected market growth until 2024

  • Forecast of how market drivers, restraints, and future opportunities will affect the market dynamics

  • Segments and regions that will drive or lead market growth and why

  • Comprehensive mapping of the competitive landscape

  • In-depth analysis of key sustainability strategies adopted by market players

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Embedded Software Market – Post Pandemic Business Strategies and Processes | High Adoption in Semiconductor Industry to Boost Growth in the Information Technology Industry | Technavio

LONDON–(BUSINESS WIRE)–The embedded software market is expected to grow by USD 5.69 billion during 2020-2024, expanding at a CAGR of over 6%. The report also provides the market impact and new opportunities created due to the COVID-19 pandemic. We expect the impact to be significant in the first quarter but gradually lessen in subsequent quarters – with a limited impact on the full-year economic growth.

For Right Perspective & Competitive Insights on the Embedded Software Market – Request a Free Sample Report with COVID-19 Impact

Embedded Software Market: High adoption of embedded software in the semiconductor industry drive growth

Embedded software is widely used in the semiconductor industry to design ICs that interconnect various electronic components such as capacitors, transistors, amplifiers, oscillators, computer memory, and timer. The smartphone industry is one of the major end-users of ICs. Over the years, the adoption of smartphones has significantly increased across

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