A few weeks back, we wrote about what Apple may be doing in the modem space. In that piece we noted that building modems is becoming an increasingly important source […]
Heading into MWC, Qualcomm looks well positioned for 5G modems, but the industry is moving towards greater vertical integration, with internal chip suppliers. And as always, Apple remains an important wild card.
Last month Apple announced that it was building several new campuses. The media focus was on what appears to be the company’s major campus in Austin, but we noticed they […]
Over the holidays we got a chance to test out Google’s new “Night Sight” , this is the capability available on the company’s Pixel phones which takes incredible low-light photos. […]
This post is an excerpt from our newsletter in which we take a deep look at the shifting trends of the semiconductor industry. If you would like a full copy […]
Monday’s post on Intel’s work to win Apple business generated a lot of traffic and Tweets. One follower on Twitter keeps coming at me with good questions. So Frog Man (@accretivegrowth), whoever […]
Late last week Venture Beat reported that “Intel has 1,000 people working on chips for the iPhone.” This prompted a bunch of inbound e-mails and a Twitter conversation. After a […]
Back in January, I wrote about Qualcomm’s position in China. At the time, there were rumors that the company was nearing an agreement with the Chinese government addressing the company’s […]