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Amazon, Apple & Intel – Good, average & bad

Amazon Q2 2022 – Good. Amazon reported good results and guidance as AWS and its on-site advertising business supported softness in its biggest business and are expected to enhance e-commerce...

Nothing Phone – Risky branding

Nothing phone needs to not live up to its name. Another brave soul has decided to have a crack at the highly concentrated and brutally competitive smartphone market which, unless...

Google Hardware– Horrible histories

Spare parts is not a fix.  Google will make spare parts for its Pixel phones available for DIY repair and while this will be generally well-received, it does nothing to...

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...

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 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...

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...

Tencent – Breaking cover

Tencent goes for the Metaverse? Tencent looks to be about to begin its quest to enter the Metaverse but how an almost unknown device manufacturer (Black Shark) will help Tencent...

Xiaomi – Cars, cars and cars.

Xiaomi could become a car company. Xiaomi appears to be planning to make at least 300,000 EVs per year which if successful could see EV revenue take over as its...

Nvidia & Arm – The unthinkable pt. X

A deeper investigation was always expected. It looks like the UK Government is going to order a phase II investigation into Nvidia’s purchase of Arm from Softbank which is going...