The appeal of RISC-V has peaked. SiFive, the RISC-V chip designer is selling its OpenFive services business including some of its designs to Alphawave IP in what I think is...
Apple smacks Intel, AMD and Nvidia across the chops. Apple held its “peek performance” event where the star of the show was a Mac Mini on steroids with a hefty...
Intel turns its hand to disruption. The first signs of Intel’s new identity are beginning to emerge with the launch of a new product that aims to challenge Chinese dominance...
An unthinkable transaction remains exactly that. It looks like Nvidia has thrown in the towel on the transaction to acquire Arm with the likely result now a relisting of Arm...
Intel Q4 21 – Hard place. Intel reported reasonable results but pressure on gross margins revealed just how hard Intel is finding life at the moment as in a shortage,...
TSMC’s commentary has all the hallmarks of peak cycle. With $38bn in cash, $40bn in operating cash flow (before Capex), TSMC can afford to take some risk, but the sheer...
Alibaba: a bail-out to win favour? The fact that news of an Alibaba-led consortium being the lead contender to bail out failed chipmaker Tsinghua Unigroup sent the shares down 5%...
Qualcomm answers the M-series challenge. Qualcomm has worked out how to challenge Apple’s current advantage in Arm-based CPUs but the fact that it will be 2023 before it hits the...
A deeper investigation was always expected. It looks like the UK Government is going to order a phase II investigation into Nvidia’s purchase of Arm from Softbank which is going...
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.
Semiconductor cycle – The splurge
Spending splurge in full swing. Intel has announced that it will spend at least $33bn on leading-edge capacity in Europe in yet another sign that we are in the upward...