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The Silicon Big Five: Intel
What is Intel’s fate? Curiously, this is not a question that has much grey area in the public arena, even though it should. Commentary, at least the discord I monitor and read, seems to either think Intel is on the right track or a dead company walking. Investors on the sell-side I chat with agree…
Apple Watch’s Evolving Pillars
Before I dig into a few product-specific observations about Apple Watch Series 8 and Apple Watch Ultra, I want to make a broader point. Apple Watch has been one of the more fascinating product evolutions I have seen from Apple. I say that because since it came to market, it has evolved well beyond where…
Apple Blurs The Lines Of Hardware and Software with iPhone14 Pro
This week, we were back in person at Apple Park for the traditional September iPhone launch. This year three products were on stage: iPhone14, Apple Watch and AirPods Pro. From the opening, Tim Cook made it clear why these products take the stage together, and their updates hit the market at the same time: “On…
What the EU’s DMA can teach us about proposed U.S. legislative action targeting “Big Tech”
In light of upcoming debates in Washington, D.C. on proposed new U.S. legislation that takes aim at the U.S. technology sector, today seems like a good day to start addressing growing concerns about the potentially harmful impact that these bills could have on U.S. innovation, global competitiveness, and national security. Part of that conversation will…
Unpacking The Foldables’ Opportunity
This week, at its August Unpacked event, Samsung launched its foldable smartphones: Galaxy Z Flip4 and Galaxy Z Fold4, together with two new smartwatches, the Galaxy Watch 5 and the Galaxy Watch 5 Pro, and the new Galaxy Buds Pro 2. While the smartwatches and earbuds are exciting upgrades, the show’s star was the foldables. The Galaxy Z…
MediaTek had a very good 2021. Now what?
I have been thinking even more than usual about chipmakers lately. Between ongoing global supply chain constraints, our growing reliance on microchips to power everything from our phones to our thermostats and our vehicles, and the likelihood that inflationary pressures will impact discretionary spending for the rest of this calendar year and possibly into the…
