Partnership does not materially change the landscape.
Intel Q2 25 – No Answers. SK Hynix Q2 25 – Making Hay.
Rumour is much worse than reality. Aside from Nvidia opening up the data centre CPU market, MediaTek was expected to enter the PC CPU market, but with nothing more than...
Computex Day 2 – Wider and deeper. While Nvidia dominated day 1 with data centre, it was left to the rest of the industry to make the announcements that everyone...
The rot runs deep. The “ouster” of Pat Gelsinger means that Intel will almost certainly be split up and could be absorbed into other companies meaning that the once all-powerful...
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...
Intel takes the fight to Qualcomm and AMD. Intel has formally launched its answer to the Qualcomm X Elite and AMD’s Ryzen AI 300 series and if its benchmarks...
Looking good but polish needed. For a first generation, things are looking very good, but it is clear that when one gets into the weeds there are a few loose...
Reminiscent of x86 vs. Arm. The key theme of Computex was the arrival of generative AI on the PC and while most attention was on Copilot+ running on the NPU,...
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.
Intel Q3 24 – Breathing Space
No real progress other than on bloat.