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...
China will only accelerate what is already in progress. It appears that it is now Chinese government policy to flood the open-source community with AI models which to me looks...
China plucks the low-hanging fruit Efficiency is spreading like wildfire through the Chinese AI industry indicating that the edge that the US has enjoyed is not as large as many...
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 – Build the Wall! Pt. II
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...