Taiwanese politics and Apple. Long-term collaborator and colleague Alastair Newton from Alavan Independent joins Radio Free Mobile in authoring today’s commentary concerning China, Foxconn, Taiwan and Apple. China has launched...
More results to support the notion of a bottom. Samsung’s preliminary results came in better than expected adding weight to the possibility that the inventory correction is coming to an...
TSMC Q3 23 revenue signals a potential bottom. TSMC reported its monthly sales for September implying that Q3 2023 revenues have declined by less than expected giving me some hope...
SoftBank takes most of the value. At $51 per share, investors are being asked to pay for much of the growth that the company says it should be able to...
Apple grudgingly extends its contract. It turns out that cellular radio is difficult (5G particularly) as Apple has been unable to create a high-quality 5G radio of its own which...
Still no hard evidence of 5G. Huawei is now more of a political pawn than ever as its claimed accomplishments are more about demonstrating that China can work around the...
SoftBank leaves no stone unturned in the hunt for $64bn. The latest transaction between SoftBank and Vision Fund I is an attempt to put a market value down for a...
USA cuts off capital to three sectors. The USA will place limits on US investment in 3 Chinese technology sectors in a move that is not really targeted at the...
For once, Apple and Qualcomm are on the same page. Amongst a difficult set of results, there are signs of a number of trends that put the company in 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.
Qualcomm Snapdragon Summit – The Gauntlet
Qualcomm throws down the gauntlet to both Apple and Intel. Qualcomm is mounting a bold challenge to both Apple and Intel in PCs with the launch of the Snapdragon X...