I expect the new rule to stand. The USA has released new export rules that make good on the intentions released a few months ago that make life harder for...
I still think the dispute will settle. The dispute has gone to trial with both sides scoring points, but the outcome remains pretty uncertain where the outcome of this trial...
This fight is becoming less important. Apple is having another go at removing Qualcomm entirely from its products, but I suspect that this will continue to be much harder than...
Priced for a Nokia. The case for Samsung Electronics is purely based on recovery in semiconductors because if things stay the way they are, there is little to no upside...
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 was laid out in 2021...
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 real change when it comes...
Most upside for MediaTek Samsung is having trouble with more than just high bandwidth memory (HBM) as it appears that it is considering not using its Exynos processor in some...
More noise than bang. Arm has served Qualcomm with a notice that cancels its contract to sell Arm IP in its products, but because the notice period ends in the...
Qualcomm slays the 64-bit ghost. Qualcomm has slain the ghost of 64-bit computing by returning to custom CPUs in smartphones with a big leap in performance that will have competitors...
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.
Qualcomm vs. Arm – Short but Sharp pt. III
Qualcomm looks to be off the hook until 2033. As details emerge following the end of the trial in December, documents confirm that Qualcomm does have a license for V9...