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Updates on Chipset: Intel Corporation (INTC)’s Keynote, Broadcom Corporation (BRCM)’s Opportunity & Qualcomm, Inc. (QCOM)

Editor’s Note: Intel Corporation (NASDAQ:INTC), Broadcom Corporation (NASDAQ:BRCM), QUALCOMM, Inc. (NASDAQ:QCOM), Cirrus Logic, Inc. (NASDAQ:CRUS), Apple Inc. (NASDAQ:AAPL)

Apple iPhone refresh could lift Qualcomm, Cirrus Logic, othersk (
A positive consumer response to Apple Inc. (NASDAQ:AAPL)‘s new iPhone lineup, expected to be announced on Sept. 10, would provide a boost to several key component suppliers. Semiconductor companies QUALCOMM, Inc. (NASDAQ:QCOM), Cirrus Logic, Inc. (NASDAQ:CRUS) and Broadcom Corporation (NASDAQ:BRCM) are among those likeliest to benefit from strong sales of Apple’s new smartphones, Wedge Partners analyst Brian Blair said in a research note Thursday.

Intel Corporation (NASDAQ:INTC)

Intel’s former chief architect: Moore’s law will be dead within a decade (Extreme Tech)
Intel Corporation (NASDAQ:INTC)’s former chief architect Bob Colwell delivered the keynote address at the Hot Chips conference on Sunday, in a speech I personally wish I’d been able to attend. Colwell, who served as a senior designer and project leader at Intel from 1990 to 2000, was critical to the development of the Pentium Pro, Pentium II, P3, and P4 processors before departing the company. I’ve had the opportunity to speak with him before, and his speeches on processor technology and the evolution of Intel’s most successful designs are always fascinating. The Pentium Pro’s architecture (also known the P6) is arguably the most successful design in the history of microprocessing — echoes of its design principles persist to this day in the latest Haswell CPUs.

Oregon considers new air quality permit for Intel’s factories amid neighbor concerns (Oregon Live)
As Intel Corporation (NASDAQ:INTC) readies two massive new research factories in Hillsboro, some of its Washington County are questioning how the expansion will affect their air and community. Oregon’s Department of Environmental Quality is reviewing a new air quality permit that would cover Intel’s existing manufacturing in Aloha and at its Ronler Acres campus near Hillsboro Stadium, and the two new factories collectively known as D1X.

Broadcom’s CEO bets on a behemoth market for wearable chips (interview) (VB Gadget)
Broadcom Corporation (NASDAQ:BRCM) has become a big name in consumer electronics and networking chips. But now the multibillion-dollar Irvine, Calif.-based chip design firm sees an even bigger opportunity in the market of silicon chips for wearable computing devices. The market for connected, wearable electronics is expected to hit $1.5 billion by 2014. And the company’s WICED Direct platform brings Internet connectivity to all sorts of previously unconnected appliances and wearable devices.

Broadcom uses Wi-Fi Direct to link wearable electronics to the cloud (Electonics Weekly)
Broadcom Corporation (NASDAQ:BRCM) says companies developing wearable electronic systems will find it easier to link to the cloud via smart mobile devices with the integration of a device-to-device Wi-Fi interface into its WICED embedded wireless platform. The company has integrated the Wi-Fi Direct point-to-point interface into its WICED platform. This allows a consumer to directly connect two Wi-Fi devices together without the need for an access point or computer.

Where to invest now? (CNBC)

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