The Great Siege of Qualcomm: How Three Waves of Assaults on Qualcomm from 2013 to 2020 Helped Strengthen US Technology Leadership – Part 1
Looking at how healthy and well-positioned Qualcomm is today, especially as a decade of R&D investments and fundamental technology bets are beginning to bear fruit with the commercialization of 5G, it would be easy to forget how many challenges the San Diego tech giant has managed to overcome over the course of the past seven […]
Google Down Under: Hitting Stronger Regulatory Headwinds
The News: Google has threatened to pull out of the Australian market if a new law governing its relationship with news publishers goes ahead. Australia’s government is introducing a law to address a long-bubbling row over whether tech giants should pay for news that appears in search or is shared on their platforms. The proposed […]
In Absence of Clarity, Chaos: How an Executive Order Focused on Technology Security Could End Up Harming US Technology Leadership
Before I begin, rest assured that this is not a political post. Please don’t read any partisan or political views into any of my arguments here. This post is meant to be an objective analysis of an executive order and its potential impact on technology markets. Now that my political disclaimer is out of the […]
Technology War: Sanctions Against Huawei Impact US Chipmakers and Other Tech Cos
Sanctions against Huawei impact US chipmakers, and others, in what is a full on technology war The Financial Times reports that as the Trump administration and the US Department of Commerce took steps to effectively ban Huawei from selling technology into the American market. American chipmakers took an almost immediate financial hit. Read the full […]
