2024 starts with a predictable bang. Samsung reported results that beat expectations confirming that the boom in demand for AI is affecting more than just Nvidia, while a modest recovery...
Gen AI is clearly very expensive to operate. Google is toying with the idea of putting new features of its flagship search service behind a paywall which indicates that the...
EVs have run out of well-heeled early adopters. While the long-term proposition of electrical vehicles remains unchanged, the realities of delivering on that proposition are really starting to tell as...
Pressure is mounting to generate revenue. The early signs of pressure are appearing in the AI industry which looks like a precursor to price erosion which RFM has predicted will...
Almost anything will be an improvement. The scene is set for WWDC to be the launchpad for Apple’s ambitions in AI and given its history in this area, almost anything...
Lucid likely to be the survivor. The combination of economic pressure on consumers and brutal competition from China makes it very clear that the EV shakeout will continue, and I...
China blocks the USA with no viable alternative. China has moved to remove Intel and AMD from its data centres but with Huawei and the rest of the semiconductor struggling...
There is a case to answer but it will be hard to prove. There is little doubt in my mind that over the years Apple has engaged in some questionable...
An exhibition of where the real money will be made. The exhibition floor of GTC is all about bringing products and services (all powered by Nvidia obviously) to market which...
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 – Insurance Policy
Higher costs are a necessary insurance policy. The announcement of $11.6bn in government assistance for TSMC is not really new news but it does further highlight that higher-priced chips...