Google fails to blow its own trumpet. Alphabet reported good results but one tiny miss combined with vague and non-specific answers to easy questions on the conference call gave the...
A very American dispute. The issue of AM radio in vehicles sold in the USA has been debated for many years, but electrical vehicles (EVs)bring this issue to a head...
A series of unfortunate events. Intel reported good results but guided badly as inventory corrections and market dynamics in several of Intel’s segments added together caused weak guidance which triggered...
There is a little activity behind the curtain. It would be foolish to think that Apple is not trying to do something about AI but I suspect that it has...
Inventory correction is in full swing. Weak numbers from Texas Instruments echo what Mobileye highlighted a few weeks ago underlining that industrial semiconductors are now enduring the same correction that...
Slowdown actually helps OEMs. The realities of electric vehicles are starting to come home as the early adopters now all have an EV while the rest of us are...
All about Nvidia Sam Altman is once again capitalising on the intense popularity of generative AI by looking to raise money for a new chip venture which can only be...
50% inventory, 50% AI. TSMC has signalled better times ahead for the semiconductor industry, but I suspect that things will only be really rosy if one is selling chips that...
Lots of Google. Little of Samsung, Samsung‘s new s24 line-up looks exactly like the s23 but the hope is that the new AI features (almost all of which come from...
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.
Qualcomm FQ1 24 – On the up
Apple remains toothless. Good results combined with further confirmation that Apple is in no position to restart its patent fight with Qualcomm, result in a company with good short and...