September 11th 2023: Alavan Independent and Radio Free Mobile update their geopolitical view of the current technological and ideological battle being fought between the USA and China.
RFM subscribers will receive their copy by email. Alavan Independent has also published this view in Heteronomics.
China/US: A Chip Off An Old Block (Alastair Newton).
Contrary to much of the media coverage, the launch of Huawei’s Mate 60 Pro likely does not mark a major SMIC breakthrough in chip manufacturing but is almost certainly geopolitically, not commercially, motivated. Further similar — and self-harming — moves by Beijing may well follow.
Research Publication – Reality Bytes – Clash of the Titans Vol. V.III
September 11th 2023: Alavan Independent and Radio Free Mobile update their geopolitical view of the current technological and ideological battle being fought between the USA and China.
RFM subscribers will receive their copy by email. Alavan Independent has also published this view in Heteronomics.
China/US: A Chip Off An Old Block (Alastair Newton).
Contrary to much of the media coverage, the launch of Huawei’s Mate 60 Pro likely does not mark a major SMIC breakthrough in chip manufacturing but is almost certainly geopolitically, not commercially, motivated. Further similar — and self-harming — moves by Beijing may well follow.
RICHARD WINDSOR
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.
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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.
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