Lucid likely to be the survivor. The combination of economic pressure on consumers and brutal competition from China makes it very clear that the EV shakeout will continue, and I...
China blocks the USA with no viable alternative. China has moved to remove Intel and AMD from its data centres but with Huawei and the rest of the semiconductor struggling...
There is a case to answer but it will be hard to prove. There is little doubt in my mind that over the years Apple has engaged in some questionable...
An exhibition of where the real money will be made. The exhibition floor of GTC is all about bringing products and services (all powered by Nvidia obviously) to market which...
Nvidia knows exactly what it is doing. Nvidia once again distanced itself from its rivals revealing yet more hardware advances and new features for its platforms that aim to increase...
Tit for tat battle spreads to automotive. A switch by Chinese OEMs to Chinese semiconductor suppliers in the Chinese automotive industry is unlikely to have much impact beyond media headlines...
Its greatest strength is also its greatest weakness. There is little doubt that Telegram has emerged from the background of the technology industry to drive publicity for an IPO but...
This time Qualcomm is serious. While the technology world continues to jump up and down over generative AI, the most consequential challenge to Intel and AMD’s dominance in laptop processors...
ByteDance is back in the crosshairs. The fuss over TikTok which seemed to have died down following the change of administration in 2021 is back on but simply divesting TikTok...
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.
Apple AI – From Zero
Almost anything will be an improvement. The scene is set for WWDC to be the launchpad for Apple’s ambitions in AI and given its history in this area, almost anything...