Hardware

Arm shares are being treated like royalty today, despite being disdained as commoners at the open. Read more

Sounds like a bad week for Moore’s Law at the microchip industry’s big annual Silicon Valley get-together. Read more

Tim Bradshaw

GoPro’s stock leapt more than 30 per cent on its first morning of trading on Thursday, valuing the action camera maker at around $4bn.

Nick Woodman, GoPro’s billionaire founder and chief executive, who still owns almost half of the company, spoke with the FT shortly after ringing the Nasdaq opening bell. Here is an edited transcript of our conversation about how he got here and how he plans to build a media business around millions of people taking photos and videos of themselves. Read more

Smart watches, TVs and cars featured prominently on Wednesday as Google laid out its plans for pushing its Android smartphone software into new fields. At its annual I/O developer event in San Francisco, “wearables” had pride of place, with news that the first smartwatches based on Android Wear are now on sale – before Apple unveils its much-anticipated iWatch. With Android TV and Android Auto, on the other hand, Google was playing catch up with Apple. The event pointed to how the battle for the next big tech markets beyond the smartphone will be fought. Richard Waters and Tim Bradshaw were at the Moscone Center for this round. 

Fashion, just like the tech world, is borne from, reflective of and defined by the cyclical and cultural trends that continually evolve and adapt around it.

Both are businesses that are high-risk and tricky to be in, balancing books around supply and demand. But, more specifically, the real art that defines leaders from the pack is preemptively being able to guess what people want and need before they manage to recognize it for themselves. The best at this are making billions, both in fashion and tech.

But there’s one overlapping sector which both the titans of Silicon Valley and tastemakers of London, New York, Paris and Milan are still struggling to get en vogue.

Wearables.

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Tim Bradshaw

Apple’s annual developer conference saw chief executive Tim Cook and head of software engineering Craig Federighi dominate the stage. Apple showed off new operating systems, including iOS8 and the newly-minted OS X Yosemite, as well as HealthKit, its first foray into fitness tracking, and HomeKit, a connected home platform. Not to mention tools for developers and a new programming language called Swift. Tim Bradshaw, Richard Waters and Sarah Mishkin give the rundown and reaction from the Moscone Center in San Francisco. 

Here’s another sign of Qualcomm’s domination in mobile phones -Broadcom wants out of cellular baseband chipsRead more

Paul Taylor

How best to judge Microsoft’s next-generation tablet, the Surface Pro 3, which was unveiled by its new chief executive Satya Nadella at an event in New York on Tuesday?

One way would be to compare it to its previous incarnation, which received a more positive critical response for its improved features, but still did not really make a dent in the market share of Apple iOS or Android devices – Microsoft has recorded about $2.64bn in Surface sales so far. For comparison, Apple sold $7.6bn worth of iPads in the latest quarter alone.

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Microsoft is expected to unveil a third generation version of its Surface tablet later on Tuesday.

Then again, it might not.

What’s likely to come out of its New York event (4pm London time, webcast here ) has been kept tightly under wraps by the company, leading to speculation that ranges from a Surface “mini” being shown to a larger 12-inch tablet, to nothing more than tweaks to existing models.

Whatever is in store, Microsoft needs some fairly dramatic improvements for Surface to come anywhere close to matching the iPad’s appeal. Read more

Tim Bradshaw

Watching the Apple faithful grapple with its imminent acquisition of Beats Electronics has been fascinating.

The only thing Apple watchers seem to agree on is that nobody saw it coming, even though Reuters reported talks about some sort of tie-up over streaming music more than a year ago. It’s the ultimate example of Apple doing something nobody could imagine Steve Jobs doing. Read more