ASML Q1 25: The tariff effect. ASML reported reasonable Q1 25 results, but its order book was way adrift of expectations, which I take as a sign of weakness in...
The screw is given another turn. While it is not very difficult to make an argument for banning the sales of advanced chips into China, giving Nvidia no warning and...
Nvidia – Window dressing Nvidia is signing up to make products in the USA which is a move I suspect that it was already executing but it will have done...
I don’t think Wayve is going to make it. Wayve’s deal with Nissan is a big shot in the arm for the “brute force” approach to autonomous driving, but Nissan...
Samsung Q1 25 – Welcome relief Samsung reported good results as smartphones and legacy DRAM fared better than expected, but the key catalyst for recovery which is the qualification of...
The fightback begins. Meta is demonstrating what RFM Research and Alavan Independent have suspected which is that DeepSeek’s methods are not that hard to replicate and that we are seeing...
Another $40bn found down the back of the sofa. Another $40bn to spend on compute will ensure that OpenAI does not have to become efficient like its Chinese competitors meaning...
China will only accelerate what is already in progress. It appears that it is now Chinese government policy to flood the open-source community with AI models which to me looks...
Dynamo is CUDA for inference. Meta’s failure to acquire FuriosaAI is a sign that the focus of AI is moving towards inference where rival chip companies have a better chance...
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.
TSMC Q1 25– No Wobbles
AI freight train is still rolling. The threat of tariffs, trade war, China restrictions and stock market volatility have been unable to dent TSMC, which reported good results and underlined...