The risks are demonstrably manageable. Herman Hauser has once again criticised the acquisition of Arm citing clear signs of unfair competition but what I think he has done is merely...
An IPO of Arm beckons. The risk to NVIDIA’s acquisition of Arm from Softbank continues to increase as the problems with its China unit seem to be getting worse rather...
The Biden administration makes its first clear move on China The Biden administration has made its first move against China in what looks like a warning shot rather than any...
Semis and smartphones drive results. Samsung reported excellent Q1 21 results as mobile devices and semiconductors look like they have underpinned a substantial recovery compared to Q1 20. However, as...
Arm lays out its position with Armv9. Arm has announced its first new processor architecture for quite some time but the real test of this will come when it goes...
Tsinghua does a Lucent. Tsinghua Unigroup is just another example of how problematic China’s strategy to become self-sufficient in semiconductors has become. While the rest of the industry is experiencing...
This cycle is going to be bigger than normal. The balance between supply and demand in semiconductors has always been tricky to get right, but the pandemic has made the...
IPO may end up being the best way forward. The latest revelations with regard to NVIDIA’s acquisition of Arm from SoftBank again increases the probability that the acquisition fails, resulting...
Intel throws down the gauntlet. Intel has put up a comparison of its latest chip against the M1 that it says tells a very different story but the tests are...
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 & NVIDIA – RISC Risk
RISC-V gains more momentum. One of the big problems of Arm’s perceived loss of independence by being acquired by NVIDIA is that interest in rivals, once thought to be dead,...