Samsung fixes everything but the elephant. Samsung is expected to release two new folding phones in July where it has made substantial improvements to durability except the one that really...
The risks are demonstrably manageable. Herman Hauser has once again criticised the acquisition of Arm citing clear signs of unfair competition but what I think he has done is merely...
Both Apple and Facebook smash expectations. Apple FQ2 2021 – the last of the stay at home Apple reported FQ2 2021 results that blasted through estimates as the work and...
Netflix – Stuck in the doldrums Netflix has paid the price for its pandemic bump with a disappointing set of results that will keep the shares in the doldrums (like...
LG finally throws in the towel. LG has finally thrown in the towel on smartphones in an admission to what has been patently clear for many years which is that...
Semis and smartphones drive results. Samsung reported excellent Q1 21 results as mobile devices and semiconductors look like they have underpinned a substantial recovery compared to Q1 20. However, as...
Arm lays out its position with Armv9. Arm has announced its first new processor architecture for quite some time but the real test of this will come when it goes...
Xiaomi’s looks to be going after Huawei’s business. Xiaomi’ latest launches signal a change in direction for the company that I suspect has been triggered by Huawei’s problems which have...
Intel rides the perfect storm. Intel has made maximum use of both tensions with China and the current semiconductor shortage to push its new foundry strategy which is going 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 & NVIDIA – RISC Risk
RISC-V gains more momentum. One of the big problems of Arm’s perceived loss of independence by being acquired by NVIDIA is that interest in rivals, once thought to be dead,...