Finally, a wave to be pleased about. Qualcomm reported excellent results as the combination of Apple and China is driving a rapid roll-out of 5G enabled devices which is a...
Jack Ma has made someone very cross. The Chinese regulator has forced both the Shanghai Stock Exchange and the Hong Kong Stock Exchange to suspend the Ant Financial IPO at...
Tesla is still bad at autonomous driving. Tesla’s latest pronouncement on the performance of Autopilot suggests that Autopilot is safer than humans, but the reality remains that Tesla is very...
Re-inventing the silicon wheel makes no sense. Huawei appears to be planning on building its own semiconductor fab that is independent of US technology in a move that looks certain...
Big tech is being driven by deficit spending. Big Tech continued to benefit from the huge increases in government spending during Q3 2020 but the fact that bail-outs can’t go...
Another reprieve in name only. Allowing Huawei to buy non-5G components offers very little reprieve for either the infrastructure business or the handset business and from a security perspective makes...
Facebook gaming lays bare another dispute with Apple. Facebook has launched its gaming service and by going last it is avoiding the blunders of its rival Google, but Facebook fell...
Finally, the cupboard is bare. Huawei reported a difficult Q3 2020 results as management has finally run out of countermeasures and must now face the hit that the US sanctions...
The foundation shakes Intel followed IBM in reporting weakness in the cloud which was more than offset by the PC market, but this was not enough to calm the market...
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.
Arm and NVIDIA – The unthinkable pt. II.
RISC-V has a second lease of life. While there is no sign that NVIDIA will be unable to maintain Arm’s crucial independence, just the mere fact of the possibility has...