Multi-patterning is an economic dead end. Huawei and SMIC appear to be in a position to mass manufacture leading-edge semiconductors but flooding the market with cheap semiconductors will require them...
Apple remains toothless. Good results combined with further confirmation that Apple is in no position to restart its patent fight with Qualcomm, result in a company with good short and...
Nvidia can sleep well for now. Competing with Nvidia is currently focused on building better chips but this is ignoring Nvidia’s two key differentiators which mean that for now, no...
A series of unfortunate events. Intel reported good results but guided badly as inventory corrections and market dynamics in several of Intel’s segments added together caused weak guidance which triggered...
50% inventory, 50% AI. TSMC has signalled better times ahead for the semiconductor industry, but I suspect that things will only be really rosy if one is selling chips that...
IBM lays out its wares & Nvidia goes for Japan IBM & Quantum computing – Still no Pong. Quantum computing is lining up to be the replacement for silicon when...
Apple fails to graduate from Hogwarts. It looks like Apple is giving up on its attempts to design an in-house 5G modem which is a big benefit to Qualcomm not...
Reality undermines the restrict strategy. China has resumed exports of Gallium and Germanium in another sign that unless one controls the reserves, restricting access to a mineral is a poor...
Almost perfect with a valuation to match. Nvidia reported another stellar set of results, but it will need to increase its bookings at TSMC in 2024 if it wants to...
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.
Arm FQ3 24 – AI Pixie Dust
Arm silences the critics of last quarter Arm topped off a good set of earnings that silenced its critics and added a sprinkle of AI pixie dust that gave the...