STOP PRESS Updates below with more details on adjusted EBITDA vs. Pre-tax profit. Buried on page 24 of the earnings statement from SoftBank are details of the amortisation of intangibles...
Radio Free Mobile and Alavan Independent update their view on China and Technology with the publication of Reality Bytes – Clash of the Titans Vol. V.I RFM research subscribers will...
China makes all the difference. The ideological struggle between the USA and China is making itself felt especially in the semiconductor industry where it has hit Lam Research hard but,...
Apple’s incremental reality The new reality of the Metaverse appears to have caused Apple to delay its AR headset and although the media still expects it to release a VR-like...
2023 likely to be West vs. East. TSMC added its voice to Samsung’s in calling out the softness in the semiconductor market and I think that H2 2023 is very...
There is more to EUV than a patent. There is a very big difference between filing a patent on the reflection of Extreme Ultraviolet light (EUV) and producing a working...
Qualcomm helps Broadcom for once. Although Apple is intending to design Broadcom out of its iPhones in favour of an in-house solution, I suspect that its inability to design a...
China Technology – The last shoe The worsening Covid situation in China continues to hurt sentiment towards Chinese technology but this looks to me like the other shoe dropping and...
Micron pays the piper. Micron is cutting its expectations and spending for 2023 in order to deal with weak demand, but the impact of supply has yet to be felt...
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.
Semiconductors – More cash please!
Geopolitics and subsidies in the driving seat. Intel is asking Germany to increase the level of subsidy that it is providing to incentivize leading-edge manufacturing in Germany which indicates both...