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...
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...
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...
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 Catch Up – AI & GlobalFoundries
Misunderstood data GlobalFoundries – Location, location, location