Lucid likely to be the survivor. The combination of economic pressure on consumers and brutal competition from China makes it very clear that the EV shakeout will continue, and I think that Lucid will be the last man standing but only as a private company. A series of factors including cost, charging and immaturity is causing demand for EVs to...
China blocks the USA with no viable alternative. China has moved to remove Intel and AMD from its data centres but with Huawei and the rest of the semiconductor struggling to come up with a viable alternative, China’s technology sector may take yet another hit from this move. On December 26th China’s Ministry of Industry and Information Technology (MIIT) issued...
There is a case to answer but it will be hard to prove. There is little doubt in my mind that over the years Apple has engaged in some questionable competitive practices, but conclusively proving that Apple has harmed consumers through its practices will be difficult to prove. The US Department of Justice has filed an antitrust lawsuit in federal...
Discussions do not mean a deal. A deal with Google to provide generative AI services for the Apple ecosystem would be a desperate move because Apple would be at risk of ceding more of the value in its ecosystem to Google which will not be easily taken back. The New York Times has added its voice to Bloomberg’s in terms...
An exhibition of where the real money will be made. The exhibition floor of GTC is all about bringing products and services (all powered by Nvidia obviously) to market which is a reflection of Nvidia’s approach to provide the tools to bring whatever works now to market and worry about the rest later. The COVID pandemic conclusively proved that online...
Nvidia knows exactly what it is doing. Nvidia once again distanced itself from its rivals revealing yet more hardware advances and new features for its platforms that aim to increase the degree of its entrenchment which will support its revenues and gross margins for some time yet. The highlights were: First, Blackwell: which replaces Hopper and once again puts Nvidia...
Tit for tat battle spreads to automotive. A switch by Chinese OEMs to Chinese semiconductor suppliers in the Chinese automotive industry is unlikely to have much impact beyond media headlines but represents a great opportunity for MediaTek to pick up business for its new automotive products. The Chinese state is asking EV makers to source semiconductors for their vehicles from...
TikTok makes the USA’s case for it. The chances of TikTok coming under severe pressure have increased with the passage of the bill through the House of Representatives and with TikTok’s recent actions offering a clear demonstration as to why the bill has been put together in the first place. The bill gives ByteDance 180 days to divest TikTok to...
Its greatest strength is also its greatest weakness. There is little doubt that Telegram has emerged from the background of the technology industry to drive publicity for an IPO but there are substantial hurdles to an IPO which may well see it retreat back into the shadows. Telegram is a security-focused chat app like WhatsApp founded in 2013 so 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.
Apple AI – From Zero
Almost anything will be an improvement. The scene is set for WWDC to be the launchpad for Apple’s ambitions in AI and given its history in this area, almost anything will represent a significant improvement. To be fair to Apple, its products already use AI but it’s the sort of AI that runs in the background which makes the user...