Intel fights the battle of the benchmarks. Intel came out of its corner swinging taking on both Nvidia and Qualcomm in a keynote that was really all about how its...
Third time lucky for Windows on Arm. Qualcomm: Swinging for the fence. With branded shoes and a flashy t-shirt, Copilot+’s most enthusiastic fan made his Computex debut bringing all the...
Arm’s 3rd shot at Windows laptops might just work. Apart from AI, Microsoft Build is likely to see the main launch of Qualcomm, Arm & Microsoft’s 3rd attempt at addressing...
This time Qualcomm is serious. While the technology world continues to jump up and down over generative AI, the most consequential challenge to Intel and AMD’s dominance in laptop processors...
A series of unfortunate events. Intel reported good results but guided badly as inventory corrections and market dynamics in several of Intel’s segments added together caused weak guidance which triggered...
M3 does not wipe the floor with Elite X. Apple launched its next series of M-chips but even though they will all be made on the new 3nm TSMC process,...
Qualcomm throws down the gauntlet to both Apple and Intel. Qualcomm is mounting a bold challenge to both Apple and Intel in PCs with the launch of the Snapdragon X...
Amazon – Darling has a dog day. Amazon reported good results but then went on to warn that cloud growth would slow which reversed a 12% rally to a 2%...
Amazon Q3 2022 – Humble pie Amazon reported good results, but the traditional holiday season is going to be weaker than expected further reinforcing the view that Amazon has expanded...
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.
Computex 2024 Day 3 – Box and Horses
MediaTek: Dark horse of Computex Mediatek rolled out the big guns at its keynote with both Arm and Nvidia CEOs joining Rick Tsai on stage and although it did not...