Reply to this post Apple will need help to pull this off. Apple has made no secret of its desire to become more vertically integrated,...
Reply to this post Now is the best time to clean house. Samsung’s chip business has driven yet another mighty set of results making it...
Reply to this post Huawei needs its own algorithms to succeed in AI. Huawei abandoned its habit of launching a new phone at IFA 2017...
Reply to this post Samsung heading for No. 1. A truly mighty performance from Samsung puts it well on track to promoted to being the...
Reply to this post Intel shoots at Asia rather than at home. With another attempt to replace Intel chips in PCs on the cards, Intel...
Reply to this post Semis is a powerhouse with growth and margins in the 40s. Samsung reported a superb set of results driven largely...
Reply to this post Intel’s 60%+ gross margins are a juicy target. To date, Intel has been able to brush aside any threat to its...
Reply to this post This time around, Qualcomm should fight. I think Qualcomm will best serve its shareholders by fighting tooth and nail to halt...
Reply to this post Last time it was software. This time its emulators Qualcomm and Microsoft have announced that Windows is once again coming to...
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. Apple – Pressure cooker
Chinese injunction will increase pressure on Apple. Qualcomm has won a good victory in China with an injunction on the sale of a good number of Apple’s products which will...