Browsing Category

China

Alibaba – Nadir of fortunes.

Alibaba plumbs the depths. Alibaba has lost its crown as the biggest e-commerce company in China to PinDuoDuo, which combined with a botched restructuring and lacklustre results leads one to...

China vs. USA – Tit for tat pt. II

Reality undermines the restrict strategy. China has resumed exports of Gallium and Germanium in another sign that unless one controls the reserves, restricting access to a mineral is a poor...

China vs. USA – Capital Call

Recreation is really expensive. Deteriorating financial performance and large capital raises are the flavour of the day in the Chinese semiconductor sector as manufacturing at low yields and recreating technology...

Apple FQ4 23 – More of same

Incremental improvements and growth.  Apple reported reasonable results but concerns around its business in China and an accounting abnormality took their toll on the share price which fell by 3.6%...

USA vs. China – Head scratcher

Taiwanese politics and Apple. Long-term collaborator and colleague Alastair Newton from Alavan Independent joins Radio Free Mobile in authoring today’s commentary concerning China, Foxconn, Taiwan and Apple. China has launched...

USA vs. China – Tit for tat

The USA still has the upper hand. In the face of further restrictions on its ability to develop AI algorithms, China is threatening to restrict the export of graphite in...

Qualcomm & Google – Starting low

Low volume, low value. Qualcomm and Google have announced that Android Wear OS will be supported on RISC-V processors opening the way for the first market implementation that takes RISC-V...

USA vs. China – The screw pt. III

Existing rules made more effective. The tightening of restrictions on chip exports to China aims to close a series of loopholes that allowed China to work around the rules and...

Baidu – ERNIE 1.0

The real ERNIE 1.0. Baidu rolled out the latest version of its ERNIE chatbot which is a great improvement over previous versions and in my opinion, is what the company...

USA vs. China – No loophole

Nanoimprint lithography unlikely to solve anyone’s problems. Canon has announced that it will begin selling an alternative technology for advanced semiconductors that I suspect is unlikely to see a lot...