Tit for tat battle spreads to automotive. A switch by Chinese OEMs to Chinese semiconductor suppliers in the Chinese automotive industry is unlikely to have much impact beyond media headlines...
Its greatest strength is also its greatest weakness. There is little doubt that Telegram has emerged from the background of the technology industry to drive publicity for an IPO but...
This time Qualcomm is serious. While the technology world continues to jump up and down over generative AI, the most consequential challenge to Intel and AMD’s dominance in laptop processors...
ByteDance is back in the crosshairs. The fuss over TikTok which seemed to have died down following the change of administration in 2021 is back on but simply divesting TikTok...
OpenAI blows itself up yet again. In its rush to discredit Mr Musk’s lawsuit, OpenAI has revealed that it never had any real intention of being open and called attention...
Microsoft needs to acquire OpenAI. Satya Nadella’s tenure at Microsoft has been excellent but I think the one mistake he has made is to open up his company and his...
Meta is back on top as Apple reignites interest. Meta has correctly positioned the Quest 3 for the market that is available today, but it has been greatly helped by...
USA restrictions are biting. China is making the best of a difficult situation but there is no getting around the fact that the USA is currently winning the technology war,...
Meta jilts Google for good reasons. Meta’s decision not to partner with Google to create a Metaverse platform makes complete sense confirming my view that Meta Platforms is determined 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.
Nvidia GTC 2024 Day 1 – Entrenchment
Nvidia knows exactly what it is doing. Nvidia once again distanced itself from its rivals revealing yet more hardware advances and new features for its platforms that aim to increase...