The risks are demonstrably manageable. Herman Hauser has once again criticised the acquisition of Arm citing clear signs of unfair competition but what I think he has done is merely...
An IPO of Arm beckons. The risk to NVIDIA’s acquisition of Arm from Softbank continues to increase as the problems with its China unit seem to be getting worse rather...
Go away and come back another day. While I think that EV’s will take over the entire vehicle industry, the amount of capital chasing this sector has reached absurd levels...
The Biden administration makes its first clear move on China The Biden administration has made its first move against China in what looks like a warning shot rather than any...
A very different fate to that of Alibaba. The censure dealt to Ant Group is the exact opposite of that given to Alibaba (see here) that will destroy its proposition,...
This is about Jack, not the house. Alibaba escapes with a slap on the wrist and Beijing’s further actions demonstrate very clearly that its actions are all about bringing Jack...
Xiaomi’s looks to be going after Huawei’s business. Xiaomi’ latest launches signal a change in direction for the company that I suspect has been triggered by Huawei’s problems which have...
Tsinghua does a Lucent. Tsinghua Unigroup is just another example of how problematic China’s strategy to become self-sufficient in semiconductors has become. While the rest of the industry is experiencing...
Intel rides the perfect storm. Intel has made maximum use of both tensions with China and the current semiconductor shortage to push its new foundry strategy which is going to...
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 Ecosystems – Falling heads.
No oligarchs please we are Chinese. The withdrawal of Zhang Yiming from the management of ByteDance is all about ensuring that the IPO goes well and that the events that...