Automotive joins the Oryon family. In what was an obvious move, Qualcomm has rolled the Oryon custom CPU into its automotive product offering that will give OEMs a greater opportunity...
Qualcomm slays the 64-bit ghost. Qualcomm has slain the ghost of 64-bit computing by returning to custom CPUs in smartphones with a big leap in performance that will have competitors...
The Chinese are no longer stockpiling. The combination of economic-related delays and China realising that stockpiling ASML equipment ahead of further bans might not help them very much has...
Problems look temporary and create an opportunity Samsung has reported good results but made a rare apology to investors for its continued inability to catch up with its competitors in...
One customer is a tough risk to swallow at $7.4bn. Cerebras Systems has filed for an IPO at a mooted valuation of $7.4bn (Bloomberg) but with almost all of its...
Qualcomm doesn’t need Intel. The vultures are hovering around Intel and while Intel will make a tasty and nutritious meal for some, I think Intel would end up sticking in...
I think the price is so high due to the silicon. Huawei is goading Apple by releasing a completely new product just after Apple released more of the same but...
Arm & Apple. The biggest winner from the iPhone 16 launch today could be Arm because if Apple moves to the V9 architecture, it will provide a significant jump...
USA gets revenge for Raimondo’s embarrassment. The Netherlands turned the screw on semiconductor equipment exports to China just as the US National Security Advisor was meeting with President Xi...
Richard is founder, owner of research company, Radio Free Mobile. He has 16 years of experience working in sell side equity research. During his 11 year tenure at Nomura Securities, he focused on the equity coverage of the Global Technology sector.
Arm vs. Qualcomm – Noisy Crickets
More noise than bang. Arm has served Qualcomm with a notice that cancels its contract to sell Arm IP in its products, but because the notice period ends in the...