Apple Intelligence – Chinese Elephants
The problem is much worse than ChatGPT. A hyperbolic keynote and a $300bn rally later and no one has yet asked how Apple will tackle...
China vs. USA – Admission of Reality
Huawei says the quiet part out loud. Huawei has admitted that true leading-edge semiconductor manufacturing is unlikely to be achieved in China, meaning that...
Eid el Adha – Back Wednesday June 19
RFM will return after the Eid el Adha holiday on Wednesday 19th June.
Electric Vehicles – Unready for Reality pt. III
EU tariffs will weaken demand further. The EU has announced import tariffs on Chinese EVs that are likely to trigger a retaliation and an...
Apple Intelligence – Bells and Whistles.
Apple replicates Copilot+ with privacy bells and whistles Apple has made its play in generative AI by picking to copy the best that its competition...
Nvidia vs. NPU – History Rhymes.
Reminiscent of x86 vs. Arm. The key theme of Computex was the arrival of generative AI on the PC and while most attention was on...
HP vs. Autonomy – Last Laugh
Court decides what I have suspected all along Mike Lynch the ex-CEO of Autonomy has the last laugh in the 12-year battle over who was...
Computex 2024 Day 3 – Box and Horses
MediaTek: Dark horse of Computex Mediatek rolled out the big guns at its keynote with both Arm and Nvidia CEOs joining Rick Tsai on stage...
Computex 2024 Day 2 – Intel
Intel fights the battle of the benchmarks. Intel came out of its corner swinging taking on both Nvidia and Qualcomm in a keynote that was...
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.
Artificial Intelligence – The Asymptote