The inevitable slowdown. Microsoft reported good results that were spoilt by a slowdown in the cloud meaning that growth going forward is going to be lower which in turn raises...
This is not a simple $10bn investment. Microsoft is deepening its ties with OpenAI which looks to me to be mostly about cementing Azure’s edge over AWS in that Microsoft...
ChatGPT comes down to earth while Tesla goes underground. ChatGPT & AI in general had a bad week last week with a series of blunders that once again demonstrate that...
Hastings ends on a bounce. Netflix announced good results at the same time that its long-term founder and CEO stepped down to be replaced with two co-CEOs which is never...
The end for HoloLens? Part of Microsoft’s 5% workforce reduction includes “changes to our hardware portfolio” which probably does not mean Xbox or Surface meaning that it is almost certainly...
Apple’s incremental reality The new reality of the Metaverse appears to have caused Apple to delay its AR headset and although the media still expects it to release a VR-like...
ChatGPT has Google needlessly rattled. Google has published a thinly veiled push-back against the notion that ChatGPT is a threat to its core search business demonstrating that ChatGPT has made...
3D without glasses – The great debate. Ever since the TV makers’ disastrous attempt to get us all watching 3D TV at home, 3D outside of the cinema has been...
2023 likely to be West vs. East. TSMC added its voice to Samsung’s in calling out the softness in the semiconductor market and I think that H2 2023 is very...
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.
Semiconductor Equipment – Geopolitics
China makes all the difference. The ideological struggle between the USA and China is making itself felt especially in the semiconductor industry where it has hit Lam Research hard but,...