Muhammad Saeed

Trina has given a good guidance for the upcoming year, along with strong quarterly results. The company competes with U.S. players on price and with Chinese suppliers on better product offerings.

Intel is the leader in the semiconductor industry, but it still hasn't taken a major share of the handheld segment. Its latest foray into 14nm might be its only hope.

AMD has shifted its focus from manufacturing PC chips to being more involved in graphics and custom chips. It is still lagging in the fast-growing tablets market, but not for long.

The solar industry has been plagued by the effects of oversupply in the recent past. But according to a senior research director at IHS, the global solar industry is on a rebound and is set to grow in 2014.

Despite four players in the industry, two are dominating, and the Federal Communications Commission wants to change that. The FCC is looking to auction bandwidth, which could turn the entire industry upside down.

AMD has started recovering with a strategy that incorporated restructuring and transformation under the leadership of CEO Rory Read. The recent quarter’s earnings are also an evidence of the success of the transformation strategy deployed by the company.

The costs of modules are expected to fall in the upcoming year but so does the ASP. Yingli is driving volume but is lagging in terms of efficiencies and managing fixed costs.

ON Semiconductor has a large and diversified customer base, which ensures that it will retain bargaining power and enjoy high gross margins.

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Nokia (NYSE: NOK) is selling its entire devices & services segment to Microsoft (NASDAQ: MSFT) for approximately $7.2 billion. This acquisition will totally transform both companies by changing their business models. Going forward, Nokia will focus on NSN, HERE, and its Advanced Technologies segment.