Micron joins the canaries. Micron reported good FQ3 2022 results but guided badly blaming a sudden softening in demand that has forced it to slow its expansion sending the most...
Delay is increasingly the best option. The discussion over which exchange Arm is going to re-list on is increasingly irrelevant as the far more pressing issue is how SoftBank is...
SoftBank & Arm finally get the upper hand. The fight for Arm China that is causing consternation to Arm’s IPO looks to be in its final stages but it has...
Meta Platforms Q1 22 – Short squeeze Meta Platforms reported good results and has returned to low user growth, but the current tough outlook leads me to think that the...
Three canaries burst into song. While the semiconductor companies are announcing record capital investment plans, there are signs that demand for components is starting to soften, highlighting the possibility that...
Sourcing from China raises eyebrows. Apple looks increasingly likely to source some of its storage chips from Yangtze Memory Technology Corp. (YMTC) which will raise eyebrows but at the end...
Spending splurge in full swing. Intel has announced that it will spend at least $33bn on leading-edge capacity in Europe in yet another sign that we are in the upward...
The appeal of RISC-V has peaked. SiFive, the RISC-V chip designer is selling its OpenFive services business including some of its designs to Alphawave IP in what I think is...
An unthinkable transaction remains exactly that. It looks like Nvidia has thrown in the towel on the transaction to acquire Arm with the likely result now a relisting of Arm...
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 Q2 2022 – Supercycle pt. VI.
Samsung triggers a relief rally. Samsung reported results that broadly met expectations and I suspect that Samsung will be taking share in the coming quarters which would begin to explain...