Dutch restrictions do not make much difference. The Netherlands is moving far faster than anyone expected in increasing restrictions on exports to China but restrictions put in place by Japan...
Intel – Germany 1. Intel 1. Intel has announced that it will nearly double its investments in Germany in return for a 47% increase in subsidy from the German state...
China vs. USA – AI moves to Vancouver. The technology war is spreading with Microsoft reallocating employees from its lab in China to Canada and other South Asian countries competing...
Rumblings get louder. A rotten set of results from Xiaomi, cutbacks by Oppo, a weak domestic currency and a massive government debt problem are all pointing in a direction that...
China reveals its hand. China has banned Micron’s products from critical infrastructure in a move that clearly demonstrates just how weak its hand is in semiconductors which remains something it...
So much to fix. The full spin-out of its cloud business failed to direct investors’ attention away from a very dull set of results which show almost no recovery in...
Tepid resumption of consumption Tencent reported a return to YoY growth in Q1 in a sign that some consumer activity is coming back in China, but the shares did not...
CCP hurts the bug, not the feature. AI proponents will look at the immediate clampdown on large language model (LLM) chatbots by the CCP with dismay, but I think that...
Japan: the samurai strikes. Japan has entered the fray and put in place restrictions on semiconductor exports that are more draconian than the USA and where the Japanese state has...
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 – Jack’s back
Eddie and Jack can only do so much. After a string of failed strategies to ignite interest in the company and its stock, Jack Ma is making a very behind-the-scenes...