Tencent has to become the agent of choice on Chinese smartphones Tencent has passed a crucial milestone in ensuring the durability of the ecosystem it built in China by becoming...
4th March 2025: RFM and Alavan Independent update their long running coverage of the USA-China technology war with the publication of Reality Bytes – Clash of the Titans Vol. VIII...
DeepSeek can’t count. In a bizarre statement made on GitHub over the weekend (see here), DeepSeek has laid claim to 545% profit margins which is a mathematical impossibility. This leads...
I remain sceptical about these claims. Huawei is making some bold claims with regard to the yield that it is achieving on the AI chips it is making which, if...
AI momentum finally makes it to China. Alibaba reported good results where a jump in cloud revenues allowed the company to justify large investments in AI, which has allowed the...
Jack Ma may again be the turning point. Jack Ma’s potential meeting with President Xi is a sign that after 4 ½ years, the Chinese state may have had enough...
Apple’s privacy server may have to go Alibaba looks like it will be the launch partner for Apple Intelligence in China but the system that Apple has created remains replete...
Another set of unsubstantiated claims Google has come out swinging against DeepSeek claiming that Gemini is more efficient in both training and inference, but its comments are even more nebulous...
AI is expensive or is it? Amazon reported good results but its inability to accelerate growth at AWS and its $100bn capex bill for 2025 has raised concern just at...
Richard is founder, owner of research company, Radio Free Mobile. He has 16 years of experience working in sell side equity research. During his 11 year tenure at Nomura Securities, he focused on the equity coverage of the Global Technology sector.
China vs. USA – Taiwan buys Insurance
A $165bn insurance policy The more TSMC invests in the USA, the more secure Taiwan becomes because if Taiwan, for some reason, goes offline then the TSMC fabs in the...