For once, Jensen is not long-term enough. Jensen has bemoaned the potential loss of the Chinese market which he thinks will be worth $50bn. Even though he is famed for...
Balkanisation gathers pace. China’s efforts to become self-sufficient for technology are gathering pace exactly as we predicted, but this will come at the expense of efficiency as Chinese standards will...
Inference at the edge moves forward. Alibaba has added to the ever-increasing deluge of AI models with the release of Qwen3 which it claims is better, faster and more efficient...
Chinese models will be more expensive It looks like Huawei will produce 2 versions of its data centre chip this year, but this sudden acceleration of product cadence will not...
ASML Q1 25: The tariff effect. ASML reported reasonable Q1 25 results, but its order book was way adrift of expectations, which I take as a sign of weakness in...
The screw is given another turn. While it is not very difficult to make an argument for banning the sales of advanced chips into China, giving Nvidia no warning and...
Nvidia – Window dressing Nvidia is signing up to make products in the USA which is a move I suspect that it was already executing but it will have done...
Yield is everything. Relative newcomer to the semiconductor game SiCarrier made a splash at Semicon China 2025 by launching a lot of new equipment and claiming that non-optical methods may...
The fightback begins. Meta is demonstrating what RFM Research and Alavan Independent have suspected which is that DeepSeek’s methods are not that hard to replicate and that we are seeing...
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– The Long Game Pt. II
The US Administration is very clever or very lucky. The reassessment of the new rule on chip exports from the USA by luck (or by design) will still have the...