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Apple Supply Chain
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Apple Supply Chain
Insights on Companies in the Apple Supply Chain
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bullish
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Qualcomm Inc
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22 Nov 2024 03:00
Qualcomm’s $4 Billion PC Chip Bet: Can It Dominate Beyond Smartphones?
Qualcomm is aggressively pushing into the PC market, aiming to transform its identity from a mobile chip giant to a diversified computing...
Baptista Research
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237 Views
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bullish
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Qualcomm Inc
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20 Nov 2024 15:45
Qualcomm Investor Day: Based on Management Forecasts, Best Case 13% Operating Profit Cagr to FY29
QCOM expects 5% Android revenue growth, 22% in Automotive, 21% in IoT to FY29. Opex target at 22% of revenue, implying 13% Operating Profit Cagr....
Nicolas Baratte
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198 Views
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bearish
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Hon Hai Precision Industry
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20 Nov 2024 05:01
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Syndicated
Tech Supply Chain Tracker (20-Nov-2024): LGD invests $1B in Vietnam OLED production.
Companies such as LGD, MiTAC, Micron, and Foxconn make strategic moves in AI, IoT, and chip production while Samsung and YMTC Zhitai compete in the...
Tech Supply Chain Tracker
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117 Views
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bullish
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Samsung Electronics
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19 Nov 2024 20:16
A Step Closer to Samsung Life Insurance Finally Selling Its Shares in Samsung Electronics?
Amid Samsung Electronics announcing a huge buyback of 10 trillion won, one of the issues that has resurfaced is the potential sale of Samsung...
Douglas Kim
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253 Views
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bullish
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Apple
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19 Nov 2024 09:49
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Podcast
Episode 94: Chatting Apple Silicon with Apple's Tim Millet and Tom Boger
Apple's detailed and architecture-focused presentations highlight their commitment to performance per watt, integration of hardware, software, and...
The Circuit
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