2024 starts with a predictable bang. Samsung reported results that beat expectations confirming that the boom in demand for AI is affecting more than just Nvidia, while a modest recovery...
This time Qualcomm is serious. While the technology world continues to jump up and down over generative AI, the most consequential challenge to Intel and AMD’s dominance in laptop processors...
AI disguises the also-rans and pushes ORAN to the periphery of consciousness. Start-ups – AI pollution The best part of every trade show be it CES, MWC or similar is...
Sale to OpenAI makes sense. SoftBank less so. It makes far more sense for OpenAI to acquire Graphcore than SoftBank as OpenAI clearly wants to become more vertically integrated and...
Nvidia needs to go further. Nvidia has released an LLM-based chatbot for Nvidia graphics cards but by not using its own foundation model, it is still leaving itself open to...
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...
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...
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.
Apple – Buzzword Magic
I am not sure anyone knows what an AI laptop is. Such is the magic of AI that it can add over $100bn to the value of a company...