50% inventory, 50% AI. TSMC has signalled better times ahead for the semiconductor industry, but I suspect that things will only be really rosy if one is selling chips that...
IBM lays out its wares & Nvidia goes for Japan IBM & Quantum computing – Still no Pong. Quantum computing is lining up to be the replacement for silicon when...
Apple fails to graduate from Hogwarts. It looks like Apple is giving up on its attempts to design an in-house 5G modem which is a big benefit to Qualcomm not...
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...
Almost perfect with a valuation to match. Nvidia reported another stellar set of results, but it will need to increase its bookings at TSMC in 2024 if it wants to...
Cisco serves as a warning to everyone else. Cisco’s efforts to reduce revenue volatility have come unstuck as a normalisation of client activity in hardware after a period of real...
Nvidia makes the moat even bigger. Nvidia has launched an update to the H100 which offers mostly incremental improvements, but the cadence of new products combined with the power of...
The next 2-3 years look pretty good. Arm reported good results but the variation in the timing of deals closing being recognised as revenue meant that guidance for the next...
Qualcomm signals the worst is over. Qualcomm reported good results signalling that the worst is over leaving a flat short-term outlook and a longer term that is full of...
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.
Intel Q4 2023 – Too risky
A series of unfortunate events. Intel reported good results but guided badly as inventory corrections and market dynamics in several of Intel’s segments added together caused weak guidance which triggered...