Dynamo is CUDA for inference. Meta’s failure to acquire FuriosaAI is a sign that the focus of AI is moving towards inference where rival chip companies have a better chance...
Samsung’s fate is bound up with Nvidia GTC Update: Nvidia Dynamo – the most critical launch of 2025. GTC 2025 is in full swing and as more details emerge about...
Nvidia is spreading its bets wide and early. Another confident keynote from Jensen Huang where technical slip-ups were part of the show and where the best was saved for...
Mr Tan’s options already seem very limited. The recruitment of Lip-Bu Tan as the new CEO of Intel should come with an expectation of a strategic shift that increases the...
Nvidia is not close to danger yet. The worst-kept secret in tech is that Nvidia’s customers are all trying to reduce their dependence on Nvidia by building their own...
Not too little, not too much, just right. Nvidia reported results that confirmed that the AI spending spree remains on track, but this growth is now captured in the estimates...
New modem needs to succeed to re-open hostilities. Apple has finally launched a phone that uses its own in-house 5G modem, but the real test of success will be whether...
Arm will need a major charm offensive. It turns out that Arm may be looking to make its own chips after all in a move that needs to be carefully...
Qualcomm looks to be off the hook until 2033. As details emerge following the end of the trial in December, documents confirm that Qualcomm does have a license for V9...
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.
China vs. USA – Yield Debate
Yield is everything. Relative newcomer to the semiconductor game SiCarrier made a splash at Semicon China 2025 by launching a lot of new equipment and claiming that non-optical methods may...