Arm and NVIDIA – The unthinkable pt. II.
RISC-V has a second lease of life. While there is no sign that NVIDIA will be unable to maintain Arm’s crucial independence, just the mere...
Arm & NVIDIA – The unthinkable.
Another unthinkable event to add to 2020’s long list. For nearly 20 years I have strongly believed that Arm could not be acquired by another...
Google & Apple – Desperate bedfellow
Discussions do not mean a deal. A deal with Google to provide generative AI services for the Apple ecosystem would be a desperate move because...
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...
CES 2023 Day 0 – Cars, cars & more cars
EV, not Auto – Soggy reality. Making electric cars is not nearly as exciting as vehicles that drive themselves, but the fact that they are...
Arm / SoftBank – No winners
Delay is increasingly the best option. The discussion over which exchange Arm is going to re-list on is increasingly irrelevant as the far more pressing...
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...
Arm China – No Armed robbery
Very little to see here. The notion that Arm China has pilfered Arm’s IP and is selling it to Chinese customers makes no sense because...
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,...
About Me
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 and NVIDIA – The unthinkable pt. III