ASML Q2 25 – China bites Nvidia vs. Intel vs. Qualcomm – Advantage Qualcomm
Nvidia – Becoming futile. Amazon – The Backstop.
DeepSeek’s edge has evaporated.
EDA restrictions look like they were a feint.
Economics always wins.
Open-source strategy unlikely to deliver.
7 years later, and China is still at 7nm. Despite a large marketing effort to persuade the world that it is close to being self-sufficient in semiconductors, the evidence points...
It is no coincidence that Apple and Amazon are AI’s biggest detractors. Competition in AI is spilling over into public relations and marketing and I think that it is no...
The technological wall continues to grow. The ban on software design tools will hurt China in the short term, and while the domestic industry will undoubtedly find a way around...
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.
China vs USA – Red Knight
Chinese regulators bolster US ambitions.