USA vs. China – Road to Nowhere
Multi-patterning is an economic dead end. Huawei and SMIC appear to be in a position to mass manufacture leading-edge semiconductors but flooding the market with...
AI Ecosystem – The race begins
Foundation model is to AI what OS is to smartphone. While everyone is going to be focused on inference in 2024, the real action is...
Results deluge– Meta, Apple & Amazon.
Meta pushes the open-source button. Excellent results, more fat trimming, a dividend, and a share buyback hid higher losses from the Metaverse and more capex...
Qualcomm FQ1 24 – On the up
Apple remains toothless. Good results combined with further confirmation that Apple is in no position to restart its patent fight with Qualcomm, result in a...
Alphabet Q4 2023 – Corporate waffle
Google fails to blow its own trumpet. Alphabet reported good results but one tiny miss combined with vague and non-specific answers to easy questions on...
AI Ecosystem – Capital Bloom.
Nvidia can sleep well for now. Competing with Nvidia is currently focused on building better chips but this is ignoring Nvidia’s two key differentiators which...
Digital Automotive – Radio wars
A very American dispute. The issue of AM radio in vehicles sold in the USA has been debated for many years, but electrical vehicles (EVs)bring...
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...
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...
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.
Arm FQ3 24 – AI Pixie Dust