Automotive Ecosystems – Electric Dreams
Where the companies go, the governments will follow. Yet another delay to the EV transition comes as no surprise as the criteria for mass...
Windows on Arm – The Empire Strikes Back pt. II
Intel takes the fight to Qualcomm and AMD. Intel has formally launched its answer to the Qualcomm X Elite and AMD’s Ryzen AI 300...
Research Publication – Artificial Intelligence – AI Ecosystem Part I
3rd September 2024: RFM expands its coverage of Artificial Intelligence with an analysis of the emerging AI Ecosystem and how it will evolve over the...
Artificial Intelligence – Race to the bottom
Price and feature erosion are bad signs. One would have expected Anthropic’s latest innovation to be part of its premium tier, but the fact...
USA vs. China – PR Game
USA gets revenge for Raimondo’s embarrassment. The Netherlands turned the screw on semiconductor equipment exports to China just as the US National Security Advisor...
Nvidia FQ2 25 – Full steam ahead
Beat but no real raise. Excellent results and guidance were met with disappointment from the fickle market which wanted to see yet another beat and...
Artificial Intelligence – Silicon Game
Cerebras admits it can’t compete in training. Cerebras’ pivot towards inference is both an indication of where the market is going and an admission that...
China vs. USA – Tit for Tat pt. III
The cure for high prices is high prices. The Chinese export restrictions on Gallium and Germanium are tight enough to have triggered significant price rises...
Artificial Intelligence – Magic Money Tree pt. II
A classic example of too much money. The loss of 60% of its founders just months after being founded and raising $220m despite having no...
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.
USA vs China – Annual Event