China makes all the difference. The ideological struggle between the USA and China is making itself felt especially in the semiconductor industry where it has hit Lam Research hard but,...
2023 likely to be West vs. East. TSMC added its voice to Samsung’s in calling out the softness in the semiconductor market and I think that H2 2023 is very...
There is more to EUV than a patent. There is a very big difference between filing a patent on the reflection of Extreme Ultraviolet light (EUV) and producing a working...
China. China stands out in that although being mostly absent from the show this year, China is the most likely to surprise this year. This is because almost everyone in...
China Technology – The last shoe The worsening Covid situation in China continues to hurt sentiment towards Chinese technology but this looks to me like the other shoe dropping and...
CES 2023 should be back to its usual mayhem. CES 2023 is shaping up to be a car show once again as this remains the category where there is the...
The first non-US company falls in. The USA’s mission to isolate China technologically has taken a further turn with Arm deciding that some of its chips wont get licences which...
Exit from Covid agony becomes clear. Hidden deep in the new regulations lies the key that will allow China to back away from its disastrous Covid Zero policy and at...
Balkanisation of the Internet is bad for everyone. Now that 5G is starting to mature, attention is turning to 6G and here it is clear that China has no intention...
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.
Apple, Amazon, Alphabet – A is for awful
Bad numbers for expensive stocks Apple, Amazon and Alphabet all reported disappointing results and promptly gave up the gain they enjoyed yesterday thanks to the Fed’s more dovish tone...