Amazon – Darling has a dog day. Amazon reported good results but then went on to warn that cloud growth would slow which reversed a 12% rally to a 2%...
A situation that makes little sense. The dispute between Arm and Qualcomm is one of the more bizarre that I have seen in my time, but it is descending into...
Inventory correction offset by China. TSMC reported weak Q1 2023 results and guided down expectations, but this had been anticipated which combined with some initial positive signs on the Chinese...
No one is thinking about economics at the moment. It looks like Intel’s requests for more subsidies to build leading-edge fabs in Germany will pay off, but the subsidies are...
Money for nothing and company for free. Falling long-term estimates and substantial dilution have materially damaged the long-term outlook for the share price but the shares have fallen so much...
Samsung semi goes into the red. Samsung reported preliminary results where profit fell by 95% as semiconductors in all probability has become loss-making which in turn triggered Samsung to finally...
STOP PRESS Updates below with more details on adjusted EBITDA vs. Pre-tax profit. Buried on page 24 of the earnings statement from SoftBank are details of the amortisation of intangibles...
There is more to EUV than a patent. There is a very big difference between filing a patent on the reflection of Extreme Ultraviolet light (EUV) and producing a working...
Qualcomm helps Broadcom for once. Although Apple is intending to design Broadcom out of its iPhones in favour of an in-house solution, I suspect that its inability to design a...
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.
Qualcomm FQ2 23 & AMD Q1 23 – Cycle hurts
Down cycle sinks all boats. Qualcomm FQ2 23 – Well positioned Qualcomm reported results that demonstrated its ability to manage its business but was forced to guide weakly as the...