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Recent Articles By The Author
Demand for PCs, tablets and gaming hardware all still look quite strong. And smartphone sales are gradually picking up.
Keep an eye on comments shared about Q4 demand trends, movie licensing activity and the expected 2021 impact of production halts.
Fastly's big run-up in the weeks prior to its warning is a cautionary example of how many tech stock moves have had little to do with an informed analysis of a company's fundamentals.
While 5G took the spotlight, the iPhone 12 line's camera improvements might ultimately be a bigger draw for many consumers.
Though a lot of additional work needs to be done, new CEO Arvind Krishna seems to understand that major structural changes are necessary for IBM to hit its organic growth target.
While breakups of the tech giants still look unlikely, the House's report does reveal a thing or two about the current political mood.
Among other things, Nvidia revealed an ambitious roadmap for server 'DPUs' that pair Mellanox's technology with GPUs.
In a talk with TheStreet, NXP CTO Lars Reger discussed how he sees his firm's 5G RF, automotive and short-range wireless radio offerings standing out.
The DRAM and NAND giant is upbeat about smartphone, gaming, notebook and cloud demand trends, but is cautious about enterprise demand and memory pricing.
Depending on how a couple of factors play out, growth rates in areas such as gaming and e-commerce could accelerate further.