Nothing much is going to change.
Alibaba gets some AI shine.
China takes off the shine.
Samsung – Crunch time. Cambricon – A rapidly growing speck.
Desperation makes dangerous bedfellows.
The have-not is hurting
Chinese regulators bolster US ambitions.
Misunderstood data GlobalFoundries – Location, location, location
OpenAI – GPT-5 – What whale? Intel – Money is not enough
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.
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