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Recent Articles By The Author
Growing sales of used iPhones are contributing to installed base growth, while relatively high resale prices give Apple some indirect iPhone pricing power.
As the Commerce Department drafts new Huawei export restrictions, some of its U.S. chip suppliers are better-positioned than others to limit the damage.
MagnaChip Semiconductor and Ichor Holdings have joined the ranks of industry firms to announce that their Q4 sales were better than previously expected.
The tech giants are each wagering that new e-commerce and payments features for their platforms will boost ad sales.
Capex trends, chip demand and IT spending commentary are among the things to watch as dozens of tech companies report this earnings season.
Chip suppliers and others are benefiting as smartphone camera counts rise and camera penetration rates grow in other markets.
Better-than-expected 2019 iPhone sales, booming wearables franchises and new services launches all gave Apple a lift in 2019. Changing investor perceptions of the company also seem to have helped.
Though its public cloud revenue is still much smaller than Amazon's, Microsoft continues to steadily gain share.
CES has seen AMD unveil new mid-range GPUs, Intel show off its first discrete GPU and Nvidia unveil new technologies for eSports players and VR headset owners.