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Apple Supply Chain

Apple Supply Chain
Insights on Companies in the Apple Supply Chain

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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...

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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....

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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...

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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...

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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...

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