Nvidia FQ2 26 – Almost Spotless.
China takes off the shine.
Tech Newsround – AI Semiconductors
Samsung – Crunch time. Cambricon – A rapidly growing speck.
Apple AI – Desperate Days
Desperation makes dangerous bedfellows.
Tech Catch Up – Amazon’s Agony
The have-not is hurting
China vs USA – Red Knight
Chinese regulators bolster US ambitions.
Tech Catch Up – Arm
Indirect competition
Tech Catch Up – AI & GlobalFoundries
Misunderstood data GlobalFoundries – Location, location, location
Tech Catch Up – GPT-5 & Intel
OpenAI – GPT-5 – What whale? Intel – Money is not enough
Gone Wine Tasting – Back August 18
RFM has gone on a tour of France to sample the vineyards. Normal service will resume on August 18th.
About Me
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 – No Price Too Low