Last week we warned of a further down leg due to China trade. We were surprised how quickly our prediction came true as it appears we are now in the midst of giving back all the upside built in to stocks based on a peaceful resolution of the trade conflict which obviously isn’t happening.
Many of the semi stocks we cover were down… Read More
From our book “Mobile Unleashed”, this is the semiconductor history of Apple computer:
Observed in hindsight after the iPhone, the distant struggles of Apple in 1997 seem strange, almost hard to fathom. Had it not been for the shrewd investment in ARM, Apple may have lacked the cash needed to survive its crisis. However,… Read More
What is the likelihood that the people building Uber’s self-driving technologies did not know that their software was highly imperfect and could endanger lives if the cars were let loose on public streets? Or that employees of Theranos did not know that their equipment would produce inaccurate diagnostics?
San Francisco has … Read More
I was in-person and live at Apple’s WWDC keynote in San Francisco. The following are my quick takeaways from the event.
Watch and watchOS:
Apple is focusing on exactly what they should be with watchOS, and that’s speed, ease of use and upping the ante in health and fitness. With the first Watch and watchOS, Apple solved many of the problems… Read More
I finished reading Don Dingee and Dan Nenni’s book, Mobile Unleashed, the Origin and Evolution of ARM Processors in Our Devices. I guess by way of disclosure I should say that Don and Dan both blogged with me here on SemiWiki for several years before I joined Cadence, and Dan’s last book Fabless was co-authored with me… Read More
The case between Apple and the FBI may not be as limpid as it could be. If you ask me if Apple, or any US or Europe based supplier of high tech system should help the FBI (or any similar organization) and provide the technical support needed to extract information belonging to a terrorist, my answer would be definitely YES.
I don’t know… Read More
In more than 30 years of semiconductors, we have seen many technology-induced disruptions in our ecosystem, be it healthcare, consumer, mobile, aerospace, or any other field for that matter. To name a few are portable healthcare devices at much lower prices, video conferencing over internet that reduced the need of physical … Read More
If you didn’t watch the Apple event from the Bill Graham Civic Auditorium this morning, you didn’t miss a whole lot. The only truly different thing announced was the new remote control for the new Apple TV. Everything else was pretty much what you might expect (bigger screen, faster). The whole show seemed remarkably… Read More
Samsung, #1 in the mobile phones based on unit shipments, has two big problems in mobile. Apple’s iPhone; and China in general and Huawei in particular in the Android world where they live. They have just announced their fifth quarter of decline. Revenue was down 8% year on year but operating profit declined 38%. They sold … Read More
Apple has roughly 20% market share of the smartphone unit shipments. Android has pretty much all the rest with a tiny sliver for Microsoft Windows Phone, Blackberry, and Samsung’s Tizen. By any standard, Android is the highest volume operating system ever created. Famously, Microsoft makes more money on patent licenses… Read More