COLLECTION
Apple Supply Chain

Apple Supply Chain
Insights on Companies in the Apple Supply Chain

1.1k
Insights
349.5k
Views
9
Followers
bullishQualcomm Inc
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...

Logo
237 Views
Share
bullishQualcomm Inc
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....

Logo
198 Views
Share
20 Nov 2024 05:01Syndicated

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...

Share
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...

Logo
253 Views
Share
bullishApple
19 Nov 2024 09:49Podcast

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...

Logo
463 Views
Share
x