Apple FQ3 23 – Eating Android. Apple reported a difficult set of results but weakness in the smartphone market was offset by a strong performance from services and the incremental...
Huawei is not coming back in 5G. Huawei is reportedly planning a 5G comeback in smartphones but while there is no reason why it can’t make 5G devices, they will...
An impossible problem. China is pressing ahead with AI regulation which is going to be so problematic that it could end up destroying development in this key technology highlighting the...
History looks set to repeat itself. China’s limitations on Gallium and Germanium will cause some short-term disruption but it will not deliver negotiating leverage and will only accelerate the decoupling...
Bottoming out? Micron reported lower-than-expected losses and guided better for the coming quarter as the company thinks that the worst is over in terms of weak demand and inventory correction...
USA looks to tighten further. The US Department of Commerce is looking to tighten restrictions on China still further by again lowering the performance bar above which exports to China...
Baidu highlights the CCP’s conundrum. Baidu’s latest model release claims to be better than ChatGPT but raises more questions than answers with opaque testing and an uncertain regulatory environment which...
Eddie and Jack can only do so much. After a string of failed strategies to ignite interest in the company and its stock, Jack Ma is making a very behind-the-scenes...
Dutch restrictions do not make much difference. The Netherlands is moving far faster than anyone expected in increasing restrictions on exports to China but restrictions put in place by Japan...
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.
USA vs. China – The screw pt. II
USA cuts off capital to three sectors. The USA will place limits on US investment in 3 Chinese technology sectors in a move that is not really targeted at the...