Xiaomi is cleaning up. Xiaomi reported cracking Q2 2021 results underpinned by the ongoing collapse of Huawei, but it still does not make anything like enough money to make the...
The end of silicon is now on the distant horizon. As part of its IDM2.0 strategy, Intel is changing its manufacturing node naming system which will bring it more into...
Telcos will try to break the inevitable cycle Telecom operators are once again trying to avoid becoming commodity bit pipes and this time they are trying their hand at virtual...
Jio and Google fragment the Android platform. Jio Platforms is redoubling its efforts to capture the Indian market for new digital services while ceding the traditional ecosystem to Google and...
All eyes turn to CES 2022. Mobile World Congress (MWC) is in full swing but a dearth of news flow and footfall at the event reveals that MWC is a...
Oculus should not need advertisements The rapid push back against the idea of advertisements in VR is a clear signal that this monetisation model will not work in this instance...
Battery stuffing may not be worth it. Xiaomi’s new ability to fully charge a smartphone in 10 minutes sounds great but it will in all likelihood damage the battery so...
Peloton should be moving out of hardware. Peloton’s move deeper into hardware will benefit the company in the short term, but as the value in this sector moves into software...
Tim Cook has a really bad memory. There are a number of items that stretch one’s credibility in the testimony given by senior Apple executives which I think has started...
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 & NVIDIA – The unthinkable pt. VIII
NVIDIA has some explaining to do. The UK competition authority clearly has more concerns than expected with regard to NVIDIA’s purchase of Arm, meaning that NVIDIA is going to have...