The cell phone phenomena has catalyzed the technology growth and coaxed the hardware and software to work more closely. The Apple effect further directed this technology growth to focus on enhanced user experience. The emphasis has been primarily on the display and touch aspects of the designs with limited adoption on other areas.… Read More
In my never ending quest to promote the fabless semiconductor ecosystem I cannot pass up a discouraging word about one of the oldest financial services companies. You can consult with me for $300 per hour to answer your questions about the semiconductor industry on the phone or you can buy me lunch and get it in person (lunch will probably… Read More
It is ‘Quarterly’ financial report time for many companies and one can occasionally find some interesting snippets in the transcripts of the calls which normally accompany these announcements. For example, SanDisk appear to have an encouraging quarter, reversing sales declines seen through Q1 and Q2. However, what caught … Read More
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