There is more to EUV than a patent. There is a very big difference between filing a patent on the reflection of Extreme Ultraviolet light (EUV) and producing a working...
OpenAI is a long way from challenging Google. The hubris around OpenAI following the popularity of ChatGPT continues to grow but the nature of ChatGPT and NLP models, in general,...
Qualcomm helps Broadcom for once. Although Apple is intending to design Broadcom out of its iPhones in favour of an in-house solution, I suspect that its inability to design a...
China. China stands out in that although being mostly absent from the show this year, China is the most likely to surprise this year. This is because almost everyone in...
CES 2023 – Almost normal Despite a lot of hype, the footfall at CES 2023 is below pre-pandemic levels. There are a number of mitigating factors: First, China, which is...
EV, not Auto – Soggy reality. Making electric cars is not nearly as exciting as vehicles that drive themselves, but the fact that they are here now as opposed to...
China Technology – The last shoe The worsening Covid situation in China continues to hurt sentiment towards Chinese technology but this looks to me like the other shoe dropping and...
Micron pays the piper. Micron is cutting its expectations and spending for 2023 in order to deal with weak demand, but the impact of supply has yet to be felt...
CES 2023 should be back to its usual mayhem. CES 2023 is shaping up to be a car show once again as this remains the category where there is the...
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.
Semiconductors – Competing factors
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...