Reply to this post Semiconductors remain the real engine of growth. Samsung reported good results and I think that it is both handsets and semiconductors...
Reply to this post The breaking of Moore’s Law will make software even more important. Intel’s significant change in the rhythm of its die shrinks...
Reply to this post Qualcomm and Samsung get one over TSMC. Despite losing out to Samsung’s in house Exynos apps processor in the Galaxy s6,...
Reply to this post Both MediaTek and Jolla raise eyebrows at MWC 2015. MediaTek It seems like MediaTek has been around for ages but it...
Overheating very unlikely to be a Qualcomm design flaw. There is enough noise in the market to make it likely that there has been a...
Small, lean and cheap is the way forward for wearables. ARM has announced a new platform for wearables called mBed that is designed to run...
ST Ericsson is being quietly put to sleep after further failures. Ericsson is following Broadcom and Renesas into the void by announcing the closure of...
Ericsson represents very little threat to Qualcomm or MediaTek. Ericsson’s handset radio chipset business is emerging from the ashes of two failed joint ventures to...
Apple is likely to stay away from the black art of cellular radio. News articles and recent hires by Apple suggest that Apple may be...
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.
Yahoo and Intel Q1 16A – Falls at the first.
Reply to this post Results season off to a tough start Intel Q1 16A Intel reported a difficult set of results and cut 10% of...