DeepSeek’s edge has evaporated.
European industry exposes the open secret.
EDA restrictions look like they were a feint.
Acquisition remains the most likely outcome.
AI picks and shovels continue to do very nicely. The Western AI industry has clearly put the DeepSeek wobble behind it with no sign of a fall in demand or cut in capex meaning that for now, the AI party continues in full swing. Micron reported excellent results, handily beating expectations and with more to come, there is no sign...
Another use case for AI at the edge. Google’s latest release demonstrates a major use case for running AI on devices, but there are still so many shortcomings that this gigantic opportunity may not materialise for many years. Google has launched Gemini Robotics On-Device, a Vision-Language-Action (VLA) model which has been optimised to run locally as opposed to in the...
7 years later, and China is still at 7nm. Despite a large marketing effort to persuade the world that it is close to being self-sufficient in semiconductors, the evidence points to the contrary, meaning that China is, in all likelihood, stuck at 7nm with an increasingly uncompetitive process. This means that when it comes to a choice, the Western variant...
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.
Samsung Q2 25 – Nadir of Fortunes
More apologies are expected.