Apple is itching to restart the fight but there is a limited window. While it is clear that Qualcomm’s modems are still far better than Apple’s, Apple finally has a...
Rumour is much worse than reality. Aside from Nvidia opening up the data centre CPU market, MediaTek was expected to enter the PC CPU market, but with nothing more than...
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...
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...
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.
Arm – Balancing Act Pt. II
Welcome rebrand and more chip questions. While the rebrand of Arm’s portfolio brings much better understanding to its offering, the real question doing the rounds is whether Arm is going...