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,...
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...
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...
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 – Nightmare on Mission College Blvd
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...