Archive For

November 2024

Qualcomm – Confident Outing

Low-balled numbers still give good growth. Qualcomm used its 2024 investor day to focus on the areas outside of smartphones where the diversification strategy that...

Tech Newsround – Google & Xiaomi

Google: A badly thought-through remedy. The US Department of Justice is recommending that Google be forced to sell Chrome as a remedy for its illegal...

Alibaba FQ3 25 – Unhappy Hostage.

Alibaba remains captive to China’s poor economy. The performance and outlook at Alibaba are a strong indication that in reality, the Chinese economy remains moribund...

Artificial Intelligence – Edge Debate.

Inference at the edge remains a no-brainer. Now that LLMs are starting to show the limits of their performance, attention is likely to turn to...

Apple – Bottom of the Barrel.

Apple looks like it has run out of ideas. It looks like growth is becoming a real problem at Apple as it is considering entering...

Amazon & AI – A Question of Time

No one is going to dislodge Nvidia yet. Amazon is readying the next version of its in-house AI training and inference chips but until CUDA...

Artificial Intelligence – Scaling Debate

Scaling laws appear to be dying. There are more signs that the “scaling laws” that have underpinned the AI explosion (and all of the hype...

China & Semis – No Score Draw

China and semiconductors are unlikely to change much. A change of administration is likely to mean that there is more noise and bluster but no...

Qualcomm FQ4 & ARM FQ2 – Story of Two Halves

Qualcomm FQ4 24 – Top Gear. Qualcomm reported good results that beat expectations as a result of a strong performance in automotive, providing the first...

Google vs. OpenAI – The Hits Keep Coming

Google on the back foot. Open AI has launched a competitor to Google which performs reasonably well in a strong indication that the barriers to...