Qualcomm helps Broadcom for once. Although Apple is intending to design Broadcom out of its iPhones in favour of an in-house solution, I suspect that its inability to design a...
Micron pays the piper. Micron is cutting its expectations and spending for 2023 in order to deal with weak demand, but the impact of supply has yet to be felt...
The long-term scale tips in Qualcomm’s favour. A good set of results marred by a difficult outlook for FQ1 & FY 2023 also contained a few medium-term positives which were,...
AMD and Sony beat on company-specific issues. AMD Q3 2022 AMD met expectations and guided better than expected not because there has been a sudden bounce in demand but because...
Amazon Q3 2022 – Humble pie Amazon reported good results, but the traditional holiday season is going to be weaker than expected further reinforcing the view that Amazon has expanded...
Semi-equipment makers remove China The US and European semiconductor capital equipment industries are self-censoring their business with China in a way that is much more draconian than I expected and...
Samsung and AMD join the chorus. Weak results from Samsung and a profit warning from AMD are more signs that demand is weakening which in the face of all-time highs...
Geopolitics is firmly in the driving seat. Samsung has announced its intentions to triple its foundry business from 2021 as well as migrate from 5nm to 1.4nm within a 5-year...
RISC-V is the only beneficiary of civil war. Arm has launched a strange-looking lawsuit against Qualcomm that looks like an attempt to earn higher royalties from one of its biggest...
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.
China vs. USA – False dawn.
There is more to EUV than a patent. There is a very big difference between filing a patent on the reflection of Extreme Ultraviolet light (EUV) and producing a working...