Tsinghua does a Lucent. Tsinghua Unigroup is just another example of how problematic China’s strategy to become self-sufficient in semiconductors has become. While the rest of the industry is experiencing...
Intel rides the perfect storm. Intel has made maximum use of both tensions with China and the current semiconductor shortage to push its new foundry strategy which is going to...
Easy money has a price. Faraday Future is an EV company with a very chequered history, but even this is capable of commanding a multibillion-dollar valuation with no intention to...
Patents are no panacea. Huawei may be down, but it is far from out as it is now putting its efforts into replacing the revenues it is losing from US...
EV mania creates an issue for electricity generation. While everyone is getting very excited about the electrification of transportation, no one is worrying where the power is going to come...
China doubles down on semiconductor unreality. While there is no doubt that China is in a better economic condition than most of its rivals its plan for self-reliance in semiconductors...
Huawei finally hits the wall. After nearly 2 years of ducking and diving combined with superlative execution on the part of Huawei’s management, its dependence on US technology has finally...
Life gets more real for online finance in China. Changes to the banking rules mean that the nimble online lending sector will become much more capital intensive which will incentivise...
February 18th 2021: RFM & Alavan Independent update their coverage of the USA / China technology war with the publication of Reality Bytes – Clash of the Titans III. RFM...
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.
Xiaomi – The vulture dance.
Xiaomi’s looks to be going after Huawei’s business. Xiaomi’ latest launches signal a change in direction for the company that I suspect has been triggered by Huawei’s problems which have...