Apple AI – Back of the pack
There is a little activity behind the curtain. It would be foolish to think that Apple is not trying to do something about AI but...
Mobileye – No go
Inventory correction is in full swing. Weak numbers from Texas Instruments echo what Mobileye highlighted a few weeks ago underlining that industrial semiconductors are now...
Electric Vehicles – Silver lining
Slowdown actually helps OEMs. The realities of electric vehicles are starting to come home as the early adopters now all have an EV while...
Open AI – The Stranglehold
All about Nvidia Sam Altman is once again capitalising on the intense popularity of generative AI by looking to raise money for a new chip...
TSMC – All about AI
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...
Samsung Unpacked – Where’s Bixby?
Lots of Google. Little of Samsung, Samsung‘s new s24 line-up looks exactly like the s23 but the hope is that the new AI features (almost...
Autonomous Driving – Slough of Despond.
Life in autonomy remains dreadful. There is little hope for a recovery in autonomous driving anytime soon as programs are being cancelled meaning that my...
China Tech – Guilt by association
Little interest at any price. The simple fact that a Chinese military-affiliated organisation was able to access a publicly available Chinese generative AI model was...
CES 2024 – Dark Horses of Vegas
There was very wow this year as I had already seen almost every product that was on display but critically, these products were closer to...
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 Q4 2023 – Too risky