Surface gets experimental. Alongside a series of expected and needed upgrades was one of the wackiest ideas I have seen for a portable computer but missing was a folding screen...
Apple takes no risks with its launches. The event is back to its usual time but while the production quality of the event was better than ever, the products themselves...
South Korea sets a painful precedent. South Korea’s legislation to force Apple and Google to open their app stores to third-party payment options sets a dangerous precedent for the rest...
More peak cycle signals. Following on from its strong Q2 2021 results, Samsung has announced that it will be investing an eye-watering KRW240tn or $215bn over the next three years...
Xiaomi is cleaning up. Xiaomi reported cracking Q2 2021 results underpinned by the ongoing collapse of Huawei, but it still does not make anything like enough money to make the...
NVIDIA has some explaining to do. The UK competition authority clearly has more concerns than expected with regard to NVIDIA’s purchase of Arm, meaning that NVIDIA is going to have...
The end of silicon is now on the distant horizon. As part of its IDM2.0 strategy, Intel is changing its manufacturing node naming system which will bring it more into...
Telcos will try to break the inevitable cycle Telecom operators are once again trying to avoid becoming commodity bit pipes and this time they are trying their hand at virtual...
Jio and Google fragment the Android platform. Jio Platforms is redoubling its efforts to capture the Indian market for new digital services while ceding the traditional ecosystem to Google and...
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.
Rivian – The contortionist pt. II.
Rivian is not a growth company. It is a start-up. It looks like Rivian has a great product on its hands which combined with its relationship with Amazon puts...