Worries have already evaporated Arm reported good results but guided weakly as a result of trade issues which already look like they will not come to pass which is why...
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...
USA / China spoils the party. AMD’s excellent results show that it is taking share from Intel in PCs as well as gaining share in the data centre as inference...
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...
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...
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...
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 Isolation Game
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...