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.
EDA restrictions look like they were a feint.
AMD offers a growing but still small challenge. AMD has followed Nvidia’s lead in teasing its roadmap early, but also launched new chips, which it claims are just as good...
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.
Tech Newsround – AI Semiconductors
Samsung – Crunch time. Cambricon – A rapidly growing speck.