Leonard Lee
@ebizexec
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Leading industry analyst and strategy consultant dedicated to making you constructively uncomfortable.
Joined October 2008
Check out the latest article in my newsletter: Qualcomm Makes its AI Infrastructure Play with HUMAIN https://t.co/5L0HempM6M via @LinkedIn
linkedin.com
Summary After years of data center misfires, Qualcomm has found an AI infrastructure opportunity to pull through their CPU and NPU technologies at scale in collaboration with HUMAIN, with newly...
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This is an interesting development, if true: https://t.co/TjU7O05tif Big blow to @SamsungDSGlobal / @SamsungExynos & a shot in the arm for @MediaTek. If it happens, will be a major win for the latter in gaining traction in the premium @smartphone segment, expecially in the US
digitimes.com
Google is reportedly conducting internal tests of MediaTek's modem chips for its upcoming Pixel 11 series, signaling a possible departure from Samsung Electronics' long-standing Exynos partnership,...
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Does anyone else think that the first lead lick that Eddie plays in Van Halen's "Hang em' High" is simply genius? Just listened to the album today and that part just blows me away! So sick!
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The next chapter in mobile starts at #SnapdragonSummit. Discover the story behind @Snapdragon 8 Elite Gen 5—details coming next week.
The next chapter in mobile performance starts with @Snapdragon 8 Elite Gen 5. Discover how our naming strategy is evolving—read the blog. https://t.co/Fh8RS6jbm8
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.@TantraAnalyst July 2025 #Newsletter is out... https://t.co/5isApKOfh7 It covers: ↗️@Samsung #Galaxy25Edge review ↗️#TantraNotes #blog recapping & analyzing #GalaxysUnpacked ↗️#TantrasMantra #podcast recapping & analyzing #wwdc25 with @ebizexec ↗️Updates from
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.@Samsung reports unprecedented traction for its #foldables in the 1st week after shipment started. https://t.co/CdKFAdS4R6 The popularity of #GalaxyZFold7 is even more remarkable, despite a slight price increase. @SamsungMobile @SamsungMobileUS @SamsungUS
#GalaxyUnpacked
news.samsung.com
With Galaxy Z Fold7 receiving the highest preorders ever for the Z Fold lineup, Galaxy Z Fold7 and Galaxy Z Flip7 continue to receive unprecedented consumer demand one week since launch
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🔥 @intel's earnings results and the future of the company, Intel Foundry, and 14A. 🔥 TSMC's blowout quarter and what it means for the industry at large. 🔥 The Trump Administration's America's AI Action Plan #intelfoundry #14a #AIactionplan
https://t.co/EuL66hrziX
linkedin.com
Just recorded a great episode of neXt Curve's reThink Podcast series, Silicon Futures, in collaboration with TIRIAS Research and Cambrian-AI Research LLC. This week we had Mario Morales, GVP and GM...
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It’s here! The @SamsungMobile Galaxy Z Fold7! I’m looking forward to taking this baby on a test drive! I think this is an important year for foldables with broader implications for the mobile device industry and market. #GalaxyUnpacked #GalaxyZFold7
https://t.co/NlbICdcS1Q
linkedin.com
It’s here! The Samsung Electronics Galaxy Z Fold7! I’m looking forward to taking this baby on a test drive! To be honest, I have not that much interest in foldables. It's still a nascent category...
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The hardware engineering of the Galaxy Z Fold7 is remarkable pushing the limits of compact design and thermal efficiency. A vital enabler for such a thin foldable design is undoubtedly the Snapdragon 8 Elite for Galaxy by Qualcomm. https://t.co/Srtqn84VS4
linkedin.com
I have to say, the Samsung Electronics Galaxy Z Fold7 is pretty impressive! Super thin with an array of premium cameras (200MP Wide Angle), and a bevy of AI features including on-device multimodal...
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After all these years I finally bump into Dean Bubley in person in Copenhagen of all places for TM Forum's DTW Ignite 2025 of all events. No, the telco universe didn't explode. It must have been the stabilizing effect of Patrick Lopez https://t.co/87YORHWXC7
linkedin.com
It's incredible that after all these years I finally bump into Dean Bubley of Disruptive Analysis in person in Copenhagen of all places for TM Forum's DTW Ignite 2025 of all events. No, the telco...
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One feature that I find really intriguing is @Apple Spatial Scenes. It uses on-device GenAI to convert a 2D photo into a faux volumetric image. It’s a clever application that creates a volumetric effect which 2D to 3D does not. https://t.co/84eWbuTmMi
linkedin.com
I installed the latest Dev Beta of iOS26 and have been messing with some of the new features. Liquid Glass is growing on me and I like how Apple has simplified the UI and made it less Android-ish...
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There is a lot of chatter about how @Apple should acquire @perplexity_ai in the tech news cycle. Just curious what you think and what is your rationale? https://t.co/ZHnIf3Z7Bc
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As initial 5G deployments reach maturity, leading telcos like @BTGroup, @VerizonBusiness and @ZainGroup are turning their focus to #5G-Advanced (5G-A) and Standalone (SA) networks. https://t.co/VjXuX0iLCR
linkedin.com
BT, Verizon & Zain Lead the Charge on 5G-Advanced – Powering the Next Wave of Enterprise Innovation As initial 5G deployments reach maturity, leading telcos like BT Group, Verizon Business and Zain...
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"Asking an Encyclopedia-Sized Question: How To Make the World Smarter with Multi-Million Token Real-Time Inference" - @NVIDIAAI
#nvidia #blackwell #helix #supercomputing
https://t.co/SjRwpktrWd
linkedin.com
"Asking an Encyclopedia-Sized Question: How To Make the World Smarter with Multi-Million Token Real-Time Inference" - NVIDIA This is an important announcement coming out of the Incredible Hulk of the...
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If you haven't realized, a major secondary benefit of #GalaxyZFold7 is longer battery life of your Laptop... Cuz, it can replace a laptop for many things...Here are some for me: ↗️Reading & writing long emails ↗️Reading & writing documents ↗️Checking out & minor editing of
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What is the official "thinnest foldable phone?" According to a Korean testing report... It's #GalaxyZFold7
https://t.co/QErtHcv0S8
@9to5Google @Business_Korea @SamsungMobile @Samsung @SamMobiles @TantraAnalyst
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Check out the latest article in my newsletter: neXt Curve Insights - June 2025 https://t.co/uUeQGpKexQ via @LinkedIn
linkedin.com
Welcome to the June 2025 edition of neXt Curve Insights. This monthly newsletter is a compilation of articles, media, and news that have been curated by the research team at neXt Curve with contrib...
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