7th November 2022: Radio Free Mobile and Alavan Independent update their coverage of the geopolitical and technological rivalry between the USA and China with the publication of Clash of the...
No way back. The repercussions of the latest US restrictions (see here) are likely to go both far and wide through the Chinese technology industry slowing its development and putting...
The USA goes beyond semis in its war on Chinese technology. The USA is about to ramp up the pressure still further on China’s semiconductor industry which marks a departure...
RFM & Alavan Independent update their coverage of the USA / China political and technology war with the publication of China vs. USA – Clash of the Titans Vol IV...
Apple likely to drop its insurance policy. Apple is demonstrating just how difficult it is to keep both the Chinese Communist Party and the US Congress happy at the same...
Chapter 11 or 7 is but months away A recent test drive of Faraday Future’s FF91 vehicle reveals that it is very far from being ready which combined with a...
Evolution means China will never catch up. The USA’s clampdown on AI silicon sales to China has reignited the debate as to whether China can become independent on semiconductors, but...
USA increases pressure on China. Restrictions are being placed on the export of advanced AI chips for the data centre to China and Russia which will slow China’s strategy to...
US delistings now very unlikely. The impasse over audit inspections by US regulators of US-listed Chinese companies seems to have been resolved in a clear sign that China has more...
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.
China vs. USA – Self censorship
Semi-equipment makers remove China The US and European semiconductor capital equipment industries are self-censoring their business with China in a way that is much more draconian than I expected and...