50% inventory, 50% AI. TSMC has signalled better times ahead for the semiconductor industry, but I suspect that things will only be really rosy if one is selling chips that...
Apple fails to graduate from Hogwarts. It looks like Apple is giving up on its attempts to design an in-house 5G modem which is a big benefit to Qualcomm not...
Apple won’t be able to pick a fight in 2026. As I have long suspected, Apple is really struggling to make a high-quality 5G radio chip meaning that Qualcomm could...
The next 2-3 years look pretty good. Arm reported good results but the variation in the timing of deals closing being recognised as revenue meant that guidance for the next...
Qualcomm signals the worst is over. Qualcomm reported good results signalling that the worst is over leaving a flat short-term outlook and a longer term that is full of...
Low volume, low value. Qualcomm and Google have announced that Android Wear OS will be supported on RISC-V processors opening the way for the first market implementation that takes RISC-V...
Nanoimprint lithography unlikely to solve anyone’s problems. Canon has announced that it will begin selling an alternative technology for advanced semiconductors that I suspect is unlikely to see a lot...
The US sees through the propaganda. Commentary from the US Department of Commerce indicates that it has not fallen for the propaganda and realised that the ability to make chips...
SoftBank takes most of the value. At $51 per share, investors are being asked to pay for much of the growth that the company says it should be able to...
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.
AI Ecosystem – Capital Bloom.
Nvidia can sleep well for now. Competing with Nvidia is currently focused on building better chips but this is ignoring Nvidia’s two key differentiators which mean that for now, no...