TSMC: Good but in line. China: Inference at the edge.
Chinese AI chip makers make no difference to Nvidia et al.
Meta becomes interesting.
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.
USA vs. China – Belt and Road 2.0
Everyone says it. No one means it.