New chip. New phone. Same story Huawei’s new Pura 70 Ultra smartphone sports some interesting satellite functions and uses a new applications processor but even a modicum of scrutiny reveals...
Baidu leads the way. Baidu has launched a series of tools that allow developers to create generative AI services based on its ERNIE foundation model in yet another sign that...
Higher costs are a necessary insurance policy. The announcement of $11.6bn in government assistance for TSMC is not really new news but it does further highlight that higher-priced chips...
Xiaomi’s love of low margins makes an EV viable. Xiaomi can succeed where Apple failed because its hardware is already very unprofitable meaning that adding an EV into the product...
EVs have run out of well-heeled early adopters. While the long-term proposition of electrical vehicles remains unchanged, the realities of delivering on that proposition are really starting to tell as...
Lucid likely to be the survivor. The combination of economic pressure on consumers and brutal competition from China makes it very clear that the EV shakeout will continue, and I...
China blocks the USA with no viable alternative. China has moved to remove Intel and AMD from its data centres but with Huawei and the rest of the semiconductor struggling...
Tit for tat battle spreads to automotive. A switch by Chinese OEMs to Chinese semiconductor suppliers in the Chinese automotive industry is unlikely to have much impact beyond media headlines...
ByteDance is back in the crosshairs. The fuss over TikTok which seemed to have died down following the change of administration in 2021 is back on but simply divesting TikTok...
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.
Tech Newsround – TikTok & Tesla
TikTok: The ball is in China’s court. The chances of a ban on TikTok have increased substantially meaning that Beijing will now have to choose between the global expansion of...