Incremental improvements and growth. Apple reported reasonable results but concerns around its business in China and an accounting abnormality took their toll on the share price which fell by 3.6%...
M3 does not wipe the floor with Elite X. Apple launched its next series of M-chips but even though they will all be made on the new 3nm TSMC process,...
Qualcomm throws down the gauntlet to both Apple and Intel. Qualcomm is mounting a bold challenge to both Apple and Intel in PCs with the launch of the Snapdragon X...
Low volume, low value. Qualcomm and Google have announced that Android Wear OS will be supported on RISC-V processors opening the way for the first market implementation that takes RISC-V...
More results to support the notion of a bottom. Samsung’s preliminary results came in better than expected adding weight to the possibility that the inventory correction is coming to an...
TSMC Q3 23 revenue signals a potential bottom. TSMC reported its monthly sales for September implying that Q3 2023 revenues have declined by less than expected giving me some hope...
Google still hides its light under a bush. Google held its Made by Google 2023 event where it once again demonstrated some great innovation which would work much better if...
Microsoft accidentally makes the case for edge AI. A simple mistake by employees exposed terabytes of Microsoft’s internal data to the world underlining that generative AI is still at the...
A gesture, some silicon and a bit of camera. When the most exciting new feature is a gesture for the Apple Watch, it is clear that the new iPhone offers...
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.
Arm FQ2 24 – Pretty plain sailing
The next 2-3 years look pretty good. Arm reported good results but the variation in the timing of deals closing being recognised as revenue meant that guidance for the next...