Qualcomm Found Guilty Of Aggressively Innovating By Ninth Circuit Court Of Appeals

By / Corporate, Research / September 10, 2020

Three weeks ago, Qualcomm won its battle with the FTC in the Ninth Circuit Court of Appeals. The court unanimously reversed the district court’s judgment (led by Judge Koh) and vacated its global injunction against the company’s business practices, which had forced it to license IP directly to its SOC and modem competitors. I have …

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Amazon Makes Waves In Sustainability As Mercedes-Benz Signs The ‘Climate Pledge’

By / Corporate, Research / September 10, 2020

Last Friday, Amazon announced an exciting global partnership announcement with Mercedes Benz to help lead the charge in sustainability. Mercedes-Benz is the latest big-name signatory of the Climate Pledge, a commitment to meet the Paris Agreement 10 years early and was founded by Amazon and Global Optimism in September 2019. Everyone who signs commits to be …

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NVIDIA’s New RTX 3000 Series – Faster, Bigger, Better And More Power

By / Personal Computing, Research, Semiconductor / September 10, 2020

It has been two years since we last saw a new gaming GPU from NVIDIA as last year’s Super GPUs were just speed bumps of the RTX 2000 series from 2018. Gamers have long awaited the arrival of NVIDIA’s RTX 3000 series, especially after seeing the countless rumors and performance expectations after the announcement of …

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Moor Insights & Strategy Analyst Weekly Update September 11, 2020

By / Weekly / September 14, 2020

I hope you all had a great week! We continue to attend our events virtually during Covid-19 and have found it to be very successful but I would love to get back on the road once it becomes safe.  Last week, I attended Silicon Labs Smart Home Developer Conference, Google Cloud Next Week 9, and attended two days …

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HPE Aruba Finds Its Covid-19 Silver Linings In The Clouds And Beyond

By / Enterprise Networking, Research / September 10, 2020

I have followed many networking infrastructure providers throughout the pandemic. Hewlett Packard Enterprise (HPE) has been one of the standouts from my perspective based on its willingness to extend credit facilities and offer its solutions as a service for operating expense flexibility. Recently, the Aruba division commissioned a survey that polled IT decision-makers across the globe on several critical issues, including their its likely response to Covid-19. …

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Synaptics Well On Its Way To A Comeback

By / Corporate, Research, Semiconductor / September 10, 2020

The tech market can be a fickle one. Companies once considered sure bets can quickly fall from grace, while other young upstarts rise to fill their place. The drama can get a little Shakespearean. As a tech analyst, I always like to pay special attention to companies in the process of turning around a business—everybody …

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