This is Intel’s make or break moment. Intel’s determination to return to manufacturing supremacy is existential because if Geisinger fails, the vultures will break-up the company and sell off the...
Intel Q4 2020 – The hard road. Intel reported good results and guidance but the new CEO’s commitment to manufacturing sent skittish investors running for the hills. Q4 2020 revenues...
Arm & NVIDIA. The risk of China causing a problem for NVIDIA’s acquisition of Arm is increasing as the dispute between SoftBank and Arm China’s CEO, Allen Wu shows no...
Xiaomi blacklist stretches logic. Xiaomi’s blacklisting looks more like an outgoing administration leaving stumbling blocks for the next inhabitant rather than a rational move to contain the rise of China....
Bad for Apple but good for almost everybody else. The colossal price being paid by Qualcomm in combination with the legal tussle between Apple and its former employees that founded...
CES 2021 limps along. Most of the action in the technology sector this week is not to be found on the digital venue. EVs. The EV mania that has characterised...
CES 2021 shaping up to be just a placeholder for 2022. If the media day is anything to go by, the CTA will be very keen to ensure that CES...
Honor is unlikely to escape. The last 18months have seen a game of cat and mouse between the US Department of Commerce and Huawei but this is quickly coming to...
Apple crushes the competition. Even accounting for the “Apple fanboy” element of the tech press, the new M1-powered Macs are delivering pretty much everything that Apple promised meaning that Intel,...
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.
Medical Wearables – Quest for the grail.
The pilgrims are still far away from the holy land. Much is being made for the potential for the Galaxy Watch 4 and the Apple Watch 7 to measure blood...