Alibaba moves to support the recovery. Alibaba has increased its share buyback in a move that should help put a bottom under the recent rout, while Tencent is likely to...
Magic Leap makes its pitch to stay in the game. Magic Leap has allowed reviewers to get an early look at its new device which is smaller, more powerful but...
The regulatory shadow mostly passes. China has moved to end the uncertainty that has been plaguing its technology sector with a statement that promises an end to the crackdown and...
Spending splurge in full swing. Intel has announced that it will spend at least $33bn on leading-edge capacity in Europe in yet another sign that we are in the upward...
The appeal of RISC-V has peaked. SiFive, the RISC-V chip designer is selling its OpenFive services business including some of its designs to Alphawave IP in what I think is...
Crushed by both USA and China. The Chinese technology sector is being crushed by both the American and Chinese regulators which may leave some like Didi, with nowhere to go....
Rivian makes excuses for its inexperience. Rivian reported bad Q4 21 results and went on to halve its production targets and blame it on the war in Ukraine which is...
After 20 years, corporate governance is once again a problem. 18 years ago, Ericsson’s corporate governance went from awful to not great but now with its latest blunder, the pressure...
Diamonds in the rough? Part of the MWC trade show is the 4YFN (four years from now) section where all the start-ups are to be found, most of whom have...
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.
Nvidia GTC 2022 – Picks and shovels.
Nvidia builds barriers to entry. Nvidia is enhancing its claim to be the picks and shovels of the Metaverse and AI with the launch of its next-generation chips and services,...