The technological wall continues to grow. The ban on software design tools will hurt China in the short term, and while the domestic industry will undoubtedly find a way around...
Apple is itching to restart the fight but there is a limited window. While it is clear that Qualcomm’s modems are still far better than Apple’s, Apple finally has a...
Mr Tan’s options already seem very limited. The recruitment of Lip-Bu Tan as the new CEO of Intel should come with an expectation of a strategic shift that increases the...
A $165bn insurance policy The more TSMC invests in the USA, the more secure Taiwan becomes because if Taiwan, for some reason, goes offline then the TSMC fabs in the...
New modem needs to succeed to re-open hostilities. Apple has finally launched a phone that uses its own in-house 5G modem, but the real test of success will be whether...
Arm will need a major charm offensive. It turns out that Arm may be looking to make its own chips after all in a move that needs to be carefully...
Qualcomm looks to be off the hook until 2033. As details emerge following the end of the trial in December, documents confirm that Qualcomm does have a license for V9...
I expect the new rule to stand. The USA has released new export rules that make good on the intentions released a few months ago that make life harder for...
I still think the dispute will settle. The dispute has gone to trial with both sides scoring points, but the outcome remains pretty uncertain where the outcome of this trial...
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.
Arm – Balancing Act Pt. II
Welcome rebrand and more chip questions. While the rebrand of Arm’s portfolio brings much better understanding to its offering, the real question doing the rounds is whether Arm is going...