SMIC has a way out. The US Department of Commerce is going after SMIC’s alleged connections to the Chinese military rather than placing it directly on the entity list, potentially...
The margin by which this deal is approved is wafer-thin. The fact that Oracle will have access to TikTok’s algorithms and source code greatly increases the chances of the deal...
YouTube joins the kettle of vultures. YouTube, Riposo, Facebook et al show just how easy it is to replicate the TikTok experience in India which should send a shiver down...
ByteDance is playing a dangerous game TikTok’s deal with Oracle may not satisfy the concerns of the US administration meaning that the service ends up being blocked presenting an open...
TikTok lobbies for an extension TikTok’s transparency briefing actually explains very little about how the algorithm works and looks to me to be an attempt to get the press to...
SMIC becomes another political football. The possibility that SMIC is added to the entity list has hammered its share price and it may become another casualty in the ongoing trade...
China does Facebook et al a favour. China’s move to obstruct the sale of the international operations of TikTok is a self-defeating move that increases the likelihood of TikTok being...
India is a blow upon a bruise. India’s move to stop Indian operators from using Chinese telecom equipment vendors looks bad for Huawei but it is quite possible that the...
Arm looks to be off the table. The reorganisation of Arm that was announced last month (see here) has been cancelled in what I think is a sure sign that...
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.
Huawei – Nowhere to run pt. XXII
Finally, the cupboard is bare. Huawei reported a difficult Q3 2020 results as management has finally run out of countermeasures and must now face the hit that the US sanctions...