So much to fix. The full spin-out of its cloud business failed to direct investors’ attention away from a very dull set of results which show almost no recovery in...
Tepid resumption of consumption Tencent reported a return to YoY growth in Q1 in a sign that some consumer activity is coming back in China, but the shares did not...
CCP hurts the bug, not the feature. AI proponents will look at the immediate clampdown on large language model (LLM) chatbots by the CCP with dismay, but I think that...
Japan: the samurai strikes. Japan has entered the fray and put in place restrictions on semiconductor exports that are more draconian than the USA and where the Japanese state has...
State oversight is the driver. Shareholder value has little to do with Alibaba’s decision to reorganize and much more to do with providing the state with better visibility and control...
Judged guilty before proceedings started. TikTok has been eviscerated by both sides of the house in what was a pretty unfair hearing that looks likely to end in an outright...
Chinese tech remains hostage to the economy. Tencent reported mediocre results and said that it was well positioned for an economic recovery but signs of this recovery and action from...
The Dutch are unlikely to go nearly as far. The Netherlands has said that it is going to place more restrictions on exports to China but I suspect that these...
Geopolitics and subsidies in the driving seat. Intel is asking Germany to increase the level of subsidy that it is providing to incentivize leading-edge manufacturing in Germany which indicates both...
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 tell
China reveals its hand. China has banned Micron’s products from critical infrastructure in a move that clearly demonstrates just how weak its hand is in semiconductors which remains something it...