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VOICE ARCHIVE

Samir Khazaka

@samirkhazaka
8 posts
2026-02-23
Context for today's WSJ story on Nvidia - MediaTek Windows on Arm. It's where Nvidia is trying to move the center of value inside Windows PCs.
2026-02-23 View on X
Wall Street Journal

Sources: Dell, Lenovo, and other PC makers are working with Nvidia on laptops that use the Arm-based Nvidia-MediaTek SoC, which could launch in H1 2026

AI leader and its partners hope to make PCs lighter and thinner while keeping long battery life  —  Nvidia chips for laptop computers …

2025-05-19
The iPhone ecosystem is better than Android no matter Apple AI current status. The biggest, perhaps only, clear advantage Android has is lower pricing and better discounts. Today's Android on-device Generative AI assortment of apps and services aren't big differentiators. $AAPL
2025-05-19 View on X
Bloomberg

Sources detail Apple's AI efforts, John Giannandrea's tenure, Craig Federighi's reservations to invest in generative AI, and its acquisitions, including Siri

Insiders say continued failure to get artificial intelligence right threatens everything from the iPhone's dominance to plans for robots and other futuristic products.

2025-03-26
Qualcomm launched a global antitrust campaign against Arm according to Bloomberg @business .  $QCOM $ARM Not surprising.  Points to Qualcomm feeling heat as Arm gains market share and ecosystem revenue, and invests aggressively to position itself for market leadership in phones and other markets Qualcomm is trying to diversify into.  This antitrust campaign is one indication that Arm is succeeding.  [image]
2025-03-26 View on X
Bloomberg

Sources: Qualcomm has complained to antitrust regulators in the EU, the US, and South Korea that Arm is hurting competition by restricting access to its tech

accuses Arm of restricting access to technology Anusuya Lahiri / Benzinga : Qualcomm Accuses Arm Of Antitrust Violations Across US, EU, And Korea Over Chip Access Catherine Sbeglia...

2024-05-08
The @FT report that US revoked export licences allowing Qualcomm to supply Huawei with semis is good news for Mediatek who did not have an exemption to sell 4G chips to Huawei. This volume will shift to other Chinese OEMs where @Mediatek already has strong 4G chip share. $QCOM
2024-05-08 View on X
Financial Times

The US Commerce Department revokes some export licenses that let companies ship chips and other goods to Huawei; sources say the move affects Intel and Qualcomm

Move marks latest effort by Biden administration to target the country's tech sector  —  The Biden administration …

2023-01-23
@markgurman Interesting to see how @Apple expands smart home offerings support. Such devices can be security problems if not maintained, updated. Will we get easy regular security updates, and for how long? Would we have to buy new thermostats, speakers, locks etc every 5 years like phones?
2023-01-23 View on X
Bloomberg

Analysis: Apple timed the MacBook Pro, Mac mini, and HomePod launches to boost this quarter's revenue and avoid suffering supply issues in the holiday season

2023-01-10
Will Apple renew its 5G licensing deal with Qualcomm in 2025, or will it bring more litigation... As Apple prepares its modem, is it preparing new litigation in tandem? Current Apple license ends in 2025 $AAPL $QCOM
2023-01-10 View on X
Bloomberg

Sources: Apple is working on a combined Wi-Fi and Bluetooth chip to replace Broadcom components by 2025; plans to swap the Qualcomm modem in 2023 have hit snags

Apple Inc.'s push to replace the chips inside its devices with homegrown components will include dropping a key Broadcom Inc. part in 2025 …

2022-12-02
Yet another data point iOS is eating away at premium Android market share https://twitter.com/...
2022-12-02 View on X
Counterpoint Research

Apple reached 25% smartphone market share in China in October, retaining its top OEM spot for a second month; one in four devices sold in China was an iPhone

Varun Mishra / Counterpoint Research :

2022-09-28
Long but very good read. @Arm CEO Rene Haas @verge interview https://twitter.com/...
2022-09-28 View on X
The Verge

Q&A with Arm CEO Rene Haas on the company's business model, customers, IPO plans, corporate structure, working with TSMC and Apple, building car chips, and more

and whether anyone can catch up to Apple's M-series chips. This exchange was very funny: https://t.co/l2dxSKyuZj https://t.co/R14MqFdKMm Samir Khazaka / @samirkhazaka : Long but ve...