Jensen consumerises GTC. Nvidia stole the early Computex limelight away from AMD with another massively attended keynote that mostly rehashed GTC but made the story more accessible and lifted the...
Competition crushed in the stampede. Nvidia contemptuously swept aside both its critics and its competition and reported another huge set of results that confirmed that the AI frenzy and the...
Arm’s 3rd shot at Windows laptops might just work. Apart from AI, Microsoft Build is likely to see the main launch of Qualcomm, Arm & Microsoft’s 3rd attempt at addressing...
Pressure is making life very hard for Chinese semiconductors. SMIC reported difficult results as the cash machine that is supposed to be lagging edge is not delivering meaning that the...
The story will remain v9 for some time. Arm reported good results where it made good on its FY24 forecasts, but the shares fell as the guidance for the coming...
Apple ups its cadence as competition heats up. Apple appears to be taking a leaf out of Nvidia’s book in launching a new chip just 6 months after it launched...
The only thing that matters is cash. The weakening of EV demand and the failure of the industry to produce autonomy has slowed demand for automotive Lidar putting a lot...
Stable quarter and guidance raised. A steady quarter devoid of fireworks but where the fundamentals are beginning to come together creates a foundation for more upside as new segments such...
2 hits, one miss Alphabet: AI everywhere Alphabet reported strong results and spent its conference call reminding everyone that it is the best AI company even if it does 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.
Computex 2024 Day 2 – Intel
Intel fights the battle of the benchmarks. Intel came out of its corner swinging taking on both Nvidia and Qualcomm in a keynote that was really all about how its...