Sourcing from China raises eyebrows. Apple looks increasingly likely to source some of its storage chips from Yangtze Memory Technology Corp. (YMTC) which will raise eyebrows but at the end...
SoftBank – Arm IPO. Arm China is holding up the relisting of Arm and the less-than-ideal solution that SoftBank is proposing highlights again my view that SoftBank may be better...
Huawei puts a brave face on it. Huawei reported 2021 FY results that highlighted just how badly the company has been hit by US sanctions despite an effort to dress...
Tencent cheers its own demise. Tencent reported disappointing results in which it cheered the crackdown which has caused it so many problems and also declined to buy back any shares...
Alibaba moves to support the recovery. Alibaba has increased its share buyback in a move that should help put a bottom under the recent rout, while Tencent is likely to...
The regulatory shadow mostly passes. China has moved to end the uncertainty that has been plaguing its technology sector with a statement that promises an end to the crackdown and...
Spending splurge in full swing. Intel has announced that it will spend at least $33bn on leading-edge capacity in Europe in yet another sign that we are in the upward...
Crushed by both USA and China. The Chinese technology sector is being crushed by both the American and Chinese regulators which may leave some like Didi, with nowhere to go....
Priced for stagnation Alibaba reported reasonable results but heavy investments, competition and China’s restrictive zero COVID policy are hurting both growth and profitability in the short term. I think that...
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.
Chinese Technology – The pendulum
The regulatory pendulum swings back to the middle. Beijing has made a significant concession that implies that now that it has the private sector is firmly in its grip, the...