The Chinese are no longer stockpiling. The combination of economic-related delays and China realising that stockpiling ASML equipment ahead of further bans might not help them very much has...
The heart of Chinese innovation is dying. China intends to become a global technology leader but the state of innovation in China is moribund meaning that unless something changes, it...
China’s new machines don’t add up to much. China has announced new semiconductor manufacturing machines that will help it eliminate its dependence on foreign equipment, but the reality is that...
I think the price is so high due to the silicon. Huawei is goading Apple by releasing a completely new product just after Apple released more of the same but...
Aiming for a coalition of like-minded countries. Clamping down on technology exports to China has now become an annual event and this year takes aim at quantum computing and offers...
USA gets revenge for Raimondo’s embarrassment. The Netherlands turned the screw on semiconductor equipment exports to China just as the US National Security Advisor was meeting with President Xi...
The cure for high prices is high prices. The Chinese export restrictions on Gallium and Germanium are tight enough to have triggered significant price rises which will in time incentivise...
AI party spoilt by China. TSMC reported good results and narrowed its guidance to the top end of the range in a move that added confidence that the AI...
Higher shipments at negative gross margins are not good news. Lucid Motors has preannounced its shipments for Q2 24 where it managed an impressive jump in shipments despite the weakening...
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.
Artificial Intelligence – Hard Times in China
A potential benefit of hardship. China’s lack of cutting-edge silicon and limited amounts of cash to spend on compute is forcing it to innovate in ways that may allow it...