Samsung sets the tone for the supercycle. Samsung’s strong results herald a super cycle in semiconductors that will look fantastic on the way up but is likely to be just...
ByteDance is not selling the crown jewels. While it would appear that ByteDance is making its crown jewels available to all and sundry, a look through the offering reveals...
China shoots itself in the foot. China is moving to punish Chinese companies that are listed overseas or have large foreign shareholders in a damaging move that will ultimately...
NHTSA takes aim at Tesla. The NHTSA (US vehicle safety authority) has ordered that all crashes that involve vehicles that are equipped with Level 2 and above autonomous driving systems...
Microsoft tries to break with its relentless history. Microsoft is attempting to break with a new version of Windows that delivers a new look and feel as well Android apps...
The government needs to do better. The dismissal of the two anti-trust cases against Facebook is not the end of the story as the US government lost for no other...
All eyes turn to CES 2022. Mobile World Congress (MWC) is in full swing but a dearth of news flow and footfall at the event reveals that MWC is a...
NVIDIA wins major support. NVIDIA got a big boost for its acquisition of Arm with MediaTek, Broadcom & Marvell all publicly supporting the deal which I think greatly reduces the...
The first battle is lost but the war has just begun. China is having a very hard time in its struggle to become technologically independent but in the long run,...
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.
Digital Ecosystems – Not so skewed.
Facebook sponsored report is very misleading. Comscore’s latest study seems to indicate just how dominant Apple and Google are on their own platforms but I think this is very misleading...