The CCP does what the USA cannot. Didi is a great example of the long-term negative effects of overregulating an industry can have and hands an advantage to China’s arch-rival,...
Musk’s effervescence may now have consequences. It appears that crashing into emergency vehicles is one mistake too far for the NHTSA which is now investigating (to be followed by Congress)...
NVIDIA has some explaining to do. The UK competition authority clearly has more concerns than expected with regard to NVIDIA’s purchase of Arm, meaning that NVIDIA is going to have...
Tencent remains the most exposed to the sanctions of the state. Tencent reported regulation-blighted results and warned that there is more to come highlighting the fact that of all the...
The end of silicon is now on the distant horizon. As part of its IDM2.0 strategy, Intel is changing its manufacturing node naming system which will bring it more into...
ByteDance tries to avoid harsh treatment. The Chinese government clamp-down on the technology industry is continuing as the CCP now owns a 1% holding in ByteDance giving it a board...
Telcos will try to break the inevitable cycle Telecom operators are once again trying to avoid becoming commodity bit pipes and this time they are trying their hand at virtual...
Amazon Q2 2021 – Whoops $127bn. Amazon reported good results but shed $127bn (7%) in value as Q3 2021 forecasts failed to live up to voracious expectations, underlying once again...
Semis looks better than Internet at the moment. Facebook Q2 2021 – Better lucky than good. Facebook reported excellent results but the adpocalypse is going to hurt in Q3 leaving...
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.
Samsung & Intel – Supercycle pt. II
More peak cycle signals. Following on from its strong Q2 2021 results, Samsung has announced that it will be investing an eye-watering KRW240tn or $215bn over the next three years...