Aiming for a coalition of like-minded countries. Clamping down on technology exports to China has now become an annual event and this year takes aim at quantum computing and offers...
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 was meeting with President Xi...
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 which will in time incentivise...
AI party spoilt by China. TSMC reported good results and narrowed its guidance to the top end of the range in a move that added confidence that the AI...
Higher shipments at negative gross margins are not good news. Lucid Motors has preannounced its shipments for Q2 24 where it managed an impressive jump in shipments despite the weakening...
Baidu is now the biggest & cheapest AI ecosystem. While OpenAI is withdrawing from China, Baidu has already moved to fill the void as its users have jumped by 50%...
Good Chinese AI but at what cost? Alibaba’s models have topped the new rankings at Hugging Face in a sign that China is a force to be reckoned with in...
The problem is much worse than ChatGPT. A hyperbolic keynote and a $300bn rally later and no one has yet asked how Apple will tackle the problem of rolling out...
Huawei says the quiet part out loud. Huawei has admitted that true leading-edge semiconductor manufacturing is unlikely to be achieved in China, meaning that homegrown technologies that rely on...
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 – The Price of Unreality
I think the price is so high due to the silicon. Huawei is goading Apple by releasing a completely new product just after Apple released more of the same but...