Intel and 2 Chip Stocks on the Move

Intel Corporation (NASDAQ:INTC): According to DigiTimes and reports from Taiwan-based sypply chain makers, Microsoft (NASDAQ:MSFT) is considering raising licensing fees for OEM versions of Windows 8. Due to Intel’s hesitance to reduce quotes for processors for use in ultrabooks, this may make it hard for vendors and ODMs to lower production fees to meet Intel’s goal for ultrabooks to make up 40% of consumer notebooks sold in 2012. Intel is also reported to be trying to lower the bill of materials for second-generation ultrabooks. Shares of Intel traded up 0.55% ($0.14) recently at $25.79.

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QUALCOMM Incorporated (NASDAQ:QCOM): Industry sources are saying to DigiTimes that Samsung, LG Electronics and Huawei Device are thinking about raising the ratios of LTE solutions developed in-house, and at the same time lowering their dependence on Qualcomm due to production of LTE solutions there not meeting current demand. Shares of Qualcomm traded at $57.39 recently, up $0.24 (0.42%)

ARM Holdings plc (NASDAQ:ARMH): News about Dell’s (NASDAQ:DELL) first Windows 8 (NASDAQ:MSFT) tablet have broken on Specs aren’t overwhelming: a 10.1″ display, dual-core Intel Clover Trail CPU with integrated graphics, two cameras, a solid-state drive, and thickness of 0.4″ (versus the latest iPad’s 0.37″). H-P, Nokia and around a dozen Asian OEMs to debut comparable hardware, but with some including ARM-based CPUs. Shares of ARM traded recently at $23.23, up $0.13 (0.56%).

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