Where did Apple’s margins come from? – The M1 probably added only $300m to Apple’s gross margins this quarter, but it probably also helped them sell a lot more MacBooks, the benefit of Apple Silicon is strategic not cost savings.
A Bridge Too Far: Financial Modeling – Bridging Actuals and Forecast financial models is not fun.
Intel 2.0’s Customer Dilemma – If Intel can sort out its manufacturing process, if it can find the funds it needs, if it can build up a true customer service capability, and if can do all this in under three years, then IFS may be viable.
The Death Throes of Telecom – Boingo, Syniverse and MobiTV are being forced marched into the future. They will not be the last telecom networking companies to encounter this fate.
Spac-a-Mole – There seem to be more SPACs than targets, and these Bubble valuations can become a problem for companies that go down this path.
CNBC reported late last week that Qualcomm has objected to Nvidia’s proposed acquisition of Semis IP licensor Arm. According to this somewhat thinly sourced report, the US FTC regulators have […]
RF Semis Update – On the competitive front Qualcomm’s growing heft in RF semis does not affect Broadcom much, but is a growing problem for Skyworks and Qorvo.
The Qualcomm Shakes-up of RF is Beginning – Qualcomm announced a few commercially minor RF products, but they demonstrate that the company is about to win the Holy Grail of RF chips.
It’s a Trap – Intel published a set of benchmarks that purport to show their chips actually outperform Apple’s M1. We use this example as a primer in all the shortcomings of Benchmarks as a Marketing tool. TL;DR – the Apple M1 is probably very good.
Corporate Shells are 9/10s of the Law – Chinese companies often operate under immensely complex ownership structures, which the US fears confers unfair advantages, but more likely the opposite is true, with Chinese companies burdened by these structures.