China takes off the shine.
Samsung – Crunch time. Cambricon – A rapidly growing speck.
Chinese regulators bolster US ambitions.
Indirect competition
Misunderstood data GlobalFoundries – Location, location, location
OpenAI – GPT-5 – What whale? Intel – Money is not enough
Intel Q2 25 – No Answers. SK Hynix Q2 25 – Making Hay.
Nvidia will eventually lose China.
More apologies are expected.
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 – No Price Too Low
$20 per share is a bad deal.