Evolution means China will never catch up. The USA’s clampdown on AI silicon sales to China has reignited the debate as to whether China can become independent on semiconductors, but...
USA increases pressure on China. Restrictions are being placed on the export of advanced AI chips for the data centre to China and Russia which will slow China’s strategy to...
RISC-V is the only beneficiary of civil war. Arm has launched a strange-looking lawsuit against Qualcomm that looks like an attempt to earn higher royalties from one of its biggest...
Snap has further to fall. Snap is laying off 20% of its workforce in order to stem the negative cash flow in a sure sign that Snap thinks that this...
US delistings now very unlikely. The impasse over audit inspections by US regulators of US-listed Chinese companies seems to have been resolved in a clear sign that China has more...
Crypto gives Nvidia a big headache. Nvidia reported difficult results and soft guidance as the hangover from the crypto party continues to be a big headache. FQ2 2023 revenues /...
Two is a company, three is a crowd. AppLovin, a marketing and monetisation toolkit for app developers has offered to acquire Unity in a deal that looks defensive as it...
Baidu’s vehicles are not really driverless. Baidu, like Waymo and Cruise, has received a license to operate “driverless” vehicles on Chinese roads but the reality is that just because there...
Recovery is completely tied to the economy. A depressing set of results met with relief by the market is a sign that all of the downside is priced into 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.
Apple – Asking for suits
Digital advertising is not worth the risk. Apple is building up its advertising business which I think is very likely to attract a raft of lawsuits from the other digital...