The current game mode is isolation. On top of incentivising the Middle East to pivot West, the US Department of Commerce has warned that the use of Huawei chips is...
The US Administration is very clever or very lucky. The reassessment of the new rule on chip exports from the USA by luck (or by design) will still have the...
For once, Jensen is not long-term enough. Jensen has bemoaned the potential loss of the Chinese market which he thinks will be worth $50bn. Even though he is famed for...
Balkanisation gathers pace. China’s efforts to become self-sufficient for technology are gathering pace exactly as we predicted, but this will come at the expense of efficiency as Chinese standards will...
Inference at the edge moves forward. Alibaba has added to the ever-increasing deluge of AI models with the release of Qwen3 which it claims is better, faster and more efficient...
Chinese models will be more expensive It looks like Huawei will produce 2 versions of its data centre chip this year, but this sudden acceleration of product cadence will not...
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...
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.
Alibaba FQ4 25 – AI no-show.
Economic gloom shatters AI dreams. Alibaba reported a mediocre set of results, underlining that the task at hand for the Chinese state is to breathe life back into the consumer...