China vs. USA – Yield Debate
Yield is everything. Relative newcomer to the semiconductor game SiCarrier made a splash at Semicon China 2025 by launching a lot of new equipment and...
Tech Newsround – MediaTek & OpenAI
MediaTek – PC next? Mediatek’s new chip for Chromebooks sets a new standard for the high end of the Chromebook market and looks to me...
Tech Newsround – Samsung & Microsoft
Samsung Q1 25 – Welcome relief Samsung reported good results as smartphones and legacy DRAM fared better than expected, but the key catalyst for recovery...
Meta Platforms – Llama-Seek
The fightback begins. Meta is demonstrating what RFM Research and Alavan Independent have suspected which is that DeepSeek’s methods are not that hard to replicate...
Gone Camel Racing – Back April 7th
RFM has taken a short break for the end of the camel racing season and will return on April 7th.
Autonomous Autos – Hard Economics
Economics will decide this market. WeRide thinks that it is mostly governments and regulations that will impact its path to profitability, but I suspect that...
OpenAI – Binary decision
Another $40bn found down the back of the sofa. Another $40bn to spend on compute will ensure that OpenAI does not have to become efficient...
China vs. USA – Foundation Collapse
China will only accelerate what is already in progress. It appears that it is now Chinese government policy to flood the open-source community with AI...
Artificial Intelligence – The Dynamo Effect
Dynamo is CUDA for inference. Meta’s failure to acquire FuriosaAI is a sign that the focus of AI is moving towards inference where rival chip...
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.
Autonomous Driving – Causality Debate