History looks set to repeat itself. China’s limitations on Gallium and Germanium will cause some short-term disruption but it will not deliver negotiating leverage and will only accelerate the decoupling...
Apple makes lemons from lemonade. The master of marketing will be at work drumming up excitement via increased scarcity for a product that has no long-term future in this iteration...
Bottoming out? Micron reported lower-than-expected losses and guided better for the coming quarter as the company thinks that the worst is over in terms of weak demand and inventory correction...
USA looks to tighten further. The US Department of Commerce is looking to tighten restrictions on China still further by again lowering the performance bar above which exports to China...
Baidu highlights the CCP’s conundrum. Baidu’s latest model release claims to be better than ChatGPT but raises more questions than answers with opaque testing and an uncertain regulatory environment which...
Eddie and Jack can only do so much. After a string of failed strategies to ignite interest in the company and its stock, Jack Ma is making a very behind-the-scenes...
Dutch restrictions do not make much difference. The Netherlands is moving far faster than anyone expected in increasing restrictions on exports to China but restrictions put in place by Japan...
Nanny regulator comes to the rescue. It is no coincidence that it is the German regulatory authority that is taking issue with Google’s automotive business model as it is German...
Intel – Germany 1. Intel 1. Intel has announced that it will nearly double its investments in Germany in return for a 47% increase in subsidy from the German state...
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.
Musk vs Zuck – Virtual cage fight
I think Musk wins this cage fight. Meta Platforms is releasing an alternative to Twitter which will give all those who say they want to leave an opportunity to do...