Google still hides its light under a bush. Google held its Made by Google 2023 event where it once again demonstrated some great innovation which would work much better if...
A gesture, some silicon and a bit of camera. When the most exciting new feature is a gesture for the Apple Watch, it is clear that the new iPhone offers...
Apple grudgingly extends its contract. It turns out that cellular radio is difficult (5G particularly) as Apple has been unable to create a high-quality 5G radio of its own which...
Apple is at higher risk than Qualcomm. Both Apple and Qualcomm have taken a hit over their exposure to China, but the reality is that Apple carries much higher exposure...
Making a few chips is not enough. The fuss over Huawei’s new chip has gone all the way to the top but the real issue is not if the chip...
No 5G here. Huawei has released its latest flagship product but its hesitancy to disclose the details of the components that it is using highlights again how unfeasible it is...
More like Qualcomm than Nvidia. SoftBank has made public the F-1 for the IPO or Arm which is a fair appraisal of the company, but it does not read like...
SoftBank leaves no stone unturned in the hunt for $64bn. The latest transaction between SoftBank and Vision Fund I is an attempt to put a market value down for a...
Apple FQ3 23 – Eating Android. Apple reported a difficult set of results but weakness in the smartphone market was offset by a strong performance from services and the incremental...
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.
TSMC – Bottom canary.
TSMC Q3 23 revenue signals a potential bottom. TSMC reported its monthly sales for September implying that Q3 2023 revenues have declined by less than expected giving me some hope...