An impossible problem. China is pressing ahead with AI regulation which is going to be so problematic that it could end up destroying development in this key technology highlighting the...
Samsung echoes Micron. Samsung reported the worst set of preliminary results for many years but critically, they were slightly better than expectations and show a similar pattern to Micron where...
I think Musk wins this cage fight. Meta Platforms is releasing an alternative to Twitter which will give all those who say they want to leave an opportunity to do...
History looks set to repeat itself. China’s limitations on Gallium and Germanium will cause some short-term disruption but it will not deliver negotiating leverage and will only accelerate the decoupling...
Apple makes lemons from lemonade. The master of marketing will be at work drumming up excitement via increased scarcity for a product that has no long-term future in this iteration...
USA looks to tighten further. The US Department of Commerce is looking to tighten restrictions on China still further by again lowering the performance bar above which exports to China...
Baidu highlights the CCP’s conundrum. Baidu’s latest model release claims to be better than ChatGPT but raises more questions than answers with opaque testing and an uncertain regulatory environment which...
Eddie and Jack can only do so much. After a string of failed strategies to ignite interest in the company and its stock, Jack Ma is making a very behind-the-scenes...
Dutch restrictions do not make much difference. The Netherlands is moving far faster than anyone expected in increasing restrictions on exports to China but restrictions put in place by Japan...
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 & Arm – Price maximisation.
Strategic investors will pay more. SoftBank is engaging in a strategy to maximise the price at which it can sell Arm with the hope that because strategic investors are very...