Taiwan’s uncertain political status is a hot potato for the technology industry. This is because semiconductors are a crucial element in all technology products and the best manufacturer (TSMC) is...
Xiaomi finds a bottom. Xiaomi has weathered Huawei’s market share gains in its home market extremely well which combined with growth in its ecosystem leads me to think that the...
Still a reprieve in name only. A series of US suppliers are soon to be granted licenses to supply Huawei but picking apart commentary from US officials over the last...
Google Q3 19, Another Softbank write-down, Huawei’s UK respite. Google Q3 19 – Core drives. The rest lags. Alphabet reported good Q3 19 results that were poorly received as cost...
No change in technology outlook. The USA and China came to a very preliminary agreement on Friday which worked out better for China (in Alastair Newton’s opinion see attached) but...
Unlike Huawei, this one is not going to hurt. The entry of Huawei onto the entity list did real damage,e but I think that SenseTime, Megvii and the six others...
Google flips the kill switch on the workaround. Huawei’s imperfect, but viable, backdoor to add Google Services to its devices has been killed off by Google which virtually guarantees that...
The muddy situation resolves in Huawei’s favour. Its business as normal between Huawei and Arm meaning that Huawei’s silicon roadmap for its in-house modems and processors from HiSilicon will be...
Another pawn is thrust into the fray. DJI is becoming another pawn in the long and drawn-out stand-off between the USA and China meaning that the merits of the USA’s...
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.
Faraday Future – Skin deep.
Uncertainty is still the name of the game. Faraday Future has managed to recreate a veneer of credibility, but its plans look as unbelievable as ever making wonder whether this...