TSMC’s commentary has all the hallmarks of peak cycle. With $38bn in cash, $40bn in operating cash flow (before Capex), TSMC can afford to take some risk, but the sheer...
Qualcomm – Dark horse No. 1 Qualcomm is the first, and an atypical, dark horse that RFM has identified this year. This title is usually reserved for small companies that...
The FTC drops the hammer. The FTC is unique in being the only regulator so far to actively come out against the deal which I think represents the biggest setback...
Qualcomm answers the M-series challenge. Qualcomm has worked out how to challenge Apple’s current advantage in Arm-based CPUs but the fact that it will be 2023 before it hits the...
A deeper investigation was always expected. It looks like the UK Government is going to order a phase II investigation into Nvidia’s purchase of Arm from Softbank which is going...
Qualcomm is the exception to shortages. Qualcomm reported good results and guided well which I think demonstrated more about the company’s ability to execute as opposed to sending a signal...
Some semis are value stocks. Samsung fleshed out its preliminary report by reporting another very good quarter supported by strong chip pricing thanks to the current shortage. Despite signs that...
Qualcomm is coming for Mobileye. Qualcomm has won its fight for Veoneer which will see it expand its offering in automated driving in an attempt to take on Mobileye in...
A good use case for a limited technology I have long held the view that under certain circumstances, today’s AI can improve performance to a superhuman level, and I think...
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.
Tech Newsround – MSFT FQ2 / Arm & Nvidia / Meta
Microsoft FQ2 2022 – skittish investors. Microsoft’s results demonstrated just how edgy the market is with the numbers causing the shares to fall 5% followed by reassuring comments on the...