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Apple & Qualcomm – Gritted teeth

Apple grudgingly extends its contract. It turns out that cellular radio is difficult (5G particularly) as Apple has been unable to create a high-quality 5G radio of its own which...

Huawei – 5G debate

Still no hard evidence of 5G. Huawei is now more of a political pawn than ever as its claimed accomplishments are more about demonstrating that China can work around the...

SoftBank & Arm – All the stops.

SoftBank leaves no stone unturned in the hunt for $64bn.  The latest transaction between SoftBank and Vision Fund I is an attempt to put a market value down for a...

USA vs. China – The screw pt. II

USA cuts off capital to three sectors. The USA will place limits on US investment in 3 Chinese technology sectors in a move that is not really targeted at the...

Apple & Qualcomm– Rare agreement

For once, Apple and Qualcomm are on the same page. Amongst a difficult set of results, there are signs of a number of trends that put the company in a...

Semiconductors Q2 2023 – Supercycle pt. XIII

AI cannot offset the general malaise. The contrast between TSMC and the rest of the semiconductor industry is a result of AI not being big enough to offset weakness elsewhere...

Nvidia & Arm – Price maximisation.

Strategic investors will pay more. SoftBank is engaging in a strategy to maximise the price at which it can sell Arm with the hope that because strategic investors are very...

Samsung Q2 2023 – Supercycle pt. XII

Samsung echoes Micron. Samsung reported the worst set of preliminary results for many years but critically, they were slightly better than expectations and show a similar pattern to Micron where...

China vs. USA – No leverage

History looks set to repeat itself. China’s limitations on Gallium and Germanium will cause some short-term disruption but it will not deliver negotiating leverage and will only accelerate the decoupling...

Micron – Supercycle pt. XI

Bottoming out? Micron reported lower-than-expected losses and guided better for the coming quarter as the company thinks that the worst is over in terms of weak demand and inventory correction...