An IPO of Arm beckons. The risk to NVIDIA’s acquisition of Arm from Softbank continues to increase as the problems with its China unit seem to be getting worse rather...
Semis and smartphones drive results. Samsung reported excellent Q1 21 results as mobile devices and semiconductors look like they have underpinned a substantial recovery compared to Q1 20. However, as...
Tsinghua does a Lucent. Tsinghua Unigroup is just another example of how problematic China’s strategy to become self-sufficient in semiconductors has become. While the rest of the industry is experiencing...
Intel rides the perfect storm. Intel has made maximum use of both tensions with China and the current semiconductor shortage to push its new foundry strategy which is going to...
The Chinese may provide a long-needed boost for this technology. Oppo is the latest of three Chinese handset vendors that have jumped into the far-field wireless charging game in a...
Intel throws down the gauntlet. Intel has put up a comparison of its latest chip against the M1 that it says tells a very different story but the tests are...
This acquisition is becoming increasingly problematic. NVIDIA’s acquisition of Arm is becoming increasingly problematic with in-depth investigations being launched by both the UK and the EU competition authorities and the...
This is Intel’s make or break moment. Intel’s determination to return to manufacturing supremacy is existential because if Geisinger fails, the vultures will break-up the company and sell off the...
Semiconductors pull a blinder. Samsung has indicated that it has had a good Q2 2020 almost certainly because the stay at home trend has continued to productivity electronics and data...
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.
Folding devices – Nasty origami pt. VII
Samsung fixes everything but the elephant. Samsung is expected to release two new folding phones in July where it has made substantial improvements to durability except the one that really...