Geopolitics and subsidies in the driving seat. Intel is asking Germany to increase the level of subsidy that it is providing to incentivize leading-edge manufacturing in Germany which indicates both...
Floor report – China returns Mobile World Congress 2023 is finally pretty much back where we left it in 2019 and, although footfall and exhibitors are still clearly lower than...
Lucid Q4 2022 – Cash conservation. Lucid has moved into cash conservation mode as it is clearly concerned about demand and cash burn but ironically, all is likely to remain...
Radio Free Mobile and Alavan Independent update their view on China and Technology with the publication of Reality Bytes – Clash of the Titans Vol. V.I RFM research subscribers will...
Bad numbers for expensive stocks Apple, Amazon and Alphabet all reported disappointing results and promptly gave up the gain they enjoyed yesterday thanks to the Fed’s more dovish tone...
China makes all the difference. The ideological struggle between the USA and China is making itself felt especially in the semiconductor industry where it has hit Lam Research hard but,...
2023 likely to be West vs. East. TSMC added its voice to Samsung’s in calling out the softness in the semiconductor market and I think that H2 2023 is very...
There is more to EUV than a patent. There is a very big difference between filing a patent on the reflection of Extreme Ultraviolet light (EUV) and producing a working...
China. China stands out in that although being mostly absent from the show this year, China is the most likely to surprise this year. This is because almost everyone in...
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.
USA vs. China – The Netherlands
The Dutch are unlikely to go nearly as far. The Netherlands has said that it is going to place more restrictions on exports to China but I suspect that these...