DeepSeek’s edge has evaporated.
European industry exposes the open secret.
EDA restrictions look like they were a feint.
Economics always wins.
Acquisition remains the most likely outcome.
Open-source strategy unlikely to deliver.
AI picks and shovels continue to do very nicely. The Western AI industry has clearly put the DeepSeek wobble behind it with no sign of a fall in demand or...
7 years later, and China is still at 7nm. Despite a large marketing effort to persuade the world that it is close to being self-sufficient in semiconductors, the evidence points...
Microsoft holds most of the cards in this fight. OpenAI and Microsoft are increasingly at odds over what position Microsoft will have in OpenAI once it has restructured into a...
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.
Samsung Q2 25 – Nadir of Fortunes
More apologies are expected.