Semiconductors pull a blinder. Samsung has indicated that it has had a good Q2 2020 almost certainly because the stay at home trend has continued to productivity electronics and data...
mmWave antenna design is still a big issue. As I have long suspected, one of the most challenging issues for 5G is the design of the mmWave antenna which has...
Acquiring Intel’s modem business now makes no sense. The WSJ (see here) is reporting that Apple is close to buying Intel’s modem business but given that Apple has accepted a...
Mate X unlikely to launch on time. The timing of Samsung’s inevitable (see here) delay of retail availability of the Galaxy Fold will be short-lived as while the Huawei’s Mate...
Verticalisation remains the way forward for now. Apple’s verticalisation continues with its semi-acquisition of Dialog Semiconductor making a lot more to unravel when the iPhone bandwagon finally grinds to a...
Smartphone slowdown sinks all boats. Xiaomi The omens are ill for when Xiaomi begins trading in Hong Kong on Monday as its shares are trading at an 11% discount to...
Reply to this post MWC retro mania continues (except 5G). Android dullness alleviated by a banana. HMD (Nokia) has once again laid bare how dull...
Reply to this post Some space left for this proposition Windows on ARM is back for another crack at the PC market and while I can...
Reply to this post Hacking of Face ID proves its security. The inevitable hacking of Face ID has been achieved but I think that the...
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.
Intel – The hard road pt. II
This is Intel’s make or break moment. Intel’s determination to return to manufacturing supremacy is existential because if Geisinger fails, the vultures will break-up the company and sell off the...