Latest ideas and analyses related to silicon

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AAPL , INTC

+30 pts



$AAPL - Raymond James estimates Apple saves $2.5 billion annually by moving to internally developed silicon for Macs

By bbern3 on Nov. 13, 2020, 12:12 a.m.
Tagged topics: cost savings , Mac , silicon , lost revenues

Views: 105, Votes: 2, Responses: 0, Attachments: 2
AAPL

+32 pts



$AAPL - Oppenheimer says transition to Apple Silicon will outperform PCs in next 5 years, better integrate with iOS, and lead to a sticker user base

By bbern3 on Nov. 11, 2020, 12:11 a.m.
Tagged topics: Mac , ecosystem lock-in , silicon

Views: 113, Votes: 5, Responses: 0, Attachments: 2
AAPL , INTC , QCOM

+31 pts



$AAPL, $INTC - Raymond James expects Apple's transition to its own silicon will cost Intel $3-4bn in annual revenue

By josiebe on Nov. 10, 2020, 6:02 p.m.
Tagged topics: Mac , silicon , product launch , processor

Views: 114, Votes: 2, Responses: 0, Attachments: 3