AI freight train is still rolling. The threat of tariffs, trade war, China restrictions and stock market volatility have been unable to dent TSMC, which reported good results and underlined...
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...
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...
Dynamo is CUDA for inference. Meta’s failure to acquire FuriosaAI is a sign that the focus of AI is moving towards inference where rival chip companies have a better chance...
Samsung’s fate is bound up with Nvidia GTC Update: Nvidia Dynamo – the most critical launch of 2025. GTC 2025 is in full swing and as more details emerge about...
Nvidia is spreading its bets wide and early. Another confident keynote from Jensen Huang where technical slip-ups were part of the show and where the best was saved for...
Mr Tan’s options already seem very limited. The recruitment of Lip-Bu Tan as the new CEO of Intel should come with an expectation of a strategic shift that increases the...
Nvidia is not close to danger yet. The worst-kept secret in tech is that Nvidia’s customers are all trying to reduce their dependence on Nvidia by building their own...
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.
Google and Intel – Two Stories
Google Q1 25 – Search remains untouchable Google reported good results as Search continues to contemptuously brush off the generative AI threat, giving it time to ensure that it is...