There will be fewer Chinese car makers. Recent price cuts from BYD are accelerating a price war against a backdrop of weak domestic demand, meaning that the inevitable consolidation of...
Economic gloom shatters AI dreams. Alibaba reported a mediocre set of results, underlining that the task at hand for the Chinese state is to breathe life back into the consumer...
The current game mode is isolation. On top of incentivising the Middle East to pivot West, the US Department of Commerce has warned that the use of Huawei chips is...
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...
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...
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.
Nvidia FQ1 26 – China? What China?
Game still on. Another great set of results confirms that the AI boom is still on and that any weakness from Chinese restrictions can easily be resold to other customers....