Beat but no real raise. Excellent results and guidance were met with disappointment from the fickle market which wanted to see yet another beat and raise and so while the...
Cerebras admits it can’t compete in training. Cerebras’ pivot towards inference is both an indication of where the market is going and an admission that when it comes to training,...
Valuations are still going up. Cohere, one of the current group of white-hot AI startups has raised money at $5.5bn confirming that the market’s appetite for overvalued paper remains unabated...
AI party spoilt by China. TSMC reported good results and narrowed its guidance to the top end of the range in a move that added confidence that the AI...
ASML bucks the Chinese trend. Excellent results from ASML indicate that China is still buying as much equipment as it can get its hands on but potential further tightening...
More than meets the eye. Contrary to my expectations (see here), SoftBank has acquired AI chipmaker Graphcore for around $600m which is way below its peak valuation meaning that the...
AMD emulates Nvidia but has more to do. AMD is building a vertically integrated AI toolkit based on its silicon but there are two elements still missing that will still...
Samsung confirms the AI party is still on. Samsung has reported another set of excellent results confirming that the spending on AI is continuing apace and that it may be...
MediaTek: Dark horse of Computex Mediatek rolled out the big guns at its keynote with both Arm and Nvidia CEOs joining Rick Tsai on stage and although it did not...
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 – PR Game
USA gets revenge for Raimondo’s embarrassment. The Netherlands turned the screw on semiconductor equipment exports to China just as the US National Security Advisor was meeting with President Xi...