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Devices

Apple & YMTC – Insurance policy?

Sourcing from China raises eyebrows. Apple looks increasingly likely to source some of its storage chips from Yangtze Memory Technology Corp. (YMTC) which will raise eyebrows but at the end...

Magic Leap – Second life pt. II

Magic Leap makes its pitch to stay in the game. Magic Leap has allowed reviewers to get an early look at its new device which is smaller, more powerful but...

Arm vs RISC-V – Peak appeal

The appeal of RISC-V has peaked. SiFive, the RISC-V chip designer is selling its OpenFive services business including some of its designs to Alphawave IP in what I think is...

Apple – Ultra expensive.

Apple smacks Intel, AMD and Nvidia across the chops. Apple held its “peek performance” event where the star of the show was a Mac Mini on steroids with a hefty...

MWC 2022 Day 2 – Absent is good.

5G non-entity 5G is missing in action at its own show but in many ways, this is a good thing. It means that there is no real controversy, problem or...

MWC 2022 Day 1 – Blinking in the sunlight

Its hero not zero MWC emerges from the dark tunnel of the pandemic and its attendees are happy to see the sunlight once again. I think the GSMA will be...

MWC 2022 Day 0 – All about the numbers

Zero or Hero Mobile World Congress returns in earnest in 2022 which will prove to be a real test of how much damage the lockdown and video conferencing has done...

Peloton – Beauty Parade

Peloton goes on the block.   Amazon, Nike, Apple and so on are thought to be considering a purchase of Peloton, which while it has a pretty good fitness brand,...

Apple FQ1 22 – Good to be the king

Apple’s scale helps it to get the supply it needs. Apple reported good results as its scale and its excellence in supply chain management ensured that it was able to...

Intel / Samsung Q4 21 – Two cities

Intel Q4 21 – Hard place. Intel reported reasonable results but pressure on gross margins revealed just how hard Intel is finding life at the moment as in a shortage,...