Patents are no panacea. Huawei may be down, but it is far from out as it is now putting its efforts into replacing the revenues it is losing from US...
EV mania creates an issue for electricity generation. While everyone is getting very excited about the electrification of transportation, no one is worrying where the power is going to come...
China doubles down on semiconductor unreality. While there is no doubt that China is in a better economic condition than most of its rivals its plan for self-reliance in semiconductors...
Huawei finally hits the wall. After nearly 2 years of ducking and diving combined with superlative execution on the part of Huawei’s management, its dependence on US technology has finally...
Life gets more real for online finance in China. Changes to the banking rules mean that the nimble online lending sector will become much more capital intensive which will incentivise...
February 18th 2021: RFM & Alavan Independent update their coverage of the USA / China technology war with the publication of Reality Bytes – Clash of the Titans III. RFM...
For once not too much is being demanded. Kuaishou is no ByteDance but this has forced it to pivot into other areas where there is little competition and where the...
Arm & NVIDIA. The risk of China causing a problem for NVIDIA’s acquisition of Arm is increasing as the dispute between SoftBank and Arm China’s CEO, Allen Wu shows no...
Xiaomi blacklist stretches logic. Xiaomi’s blacklisting looks more like an outgoing administration leaving stumbling blocks for the next inhabitant rather than a rational move to contain the rise of China....
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.
Faraday Future – Uncertain future.
Easy money has a price. Faraday Future is an EV company with a very chequered history, but even this is capable of commanding a multibillion-dollar valuation with no intention to...