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Eco-systems

Tech Newsround – Arm & China Metaverse

SoftBank – Arm IPO. Arm China is holding up the relisting of Arm and the less-than-ideal solution that SoftBank is proposing highlights again my view that SoftBank may be better...

Huawei – Window dressing

Huawei puts a brave face on it. Huawei reported 2021 FY results that highlighted just how badly the company has been hit by US sanctions despite an effort to dress...

Amazon – The knife.

All change at games? There has been chatter for some time that Amazon’s new CEO will put his stamp upon the company by cutting back on some of its stranger...

Tencent Q4 21 – Long shadow of the state

Tencent cheers its own demise. Tencent reported disappointing results in which it cheered the crackdown which has caused it so many problems and also declined to buy back any shares...

Nvidia GTC 2022 – Picks and shovels.

Nvidia builds barriers to entry. Nvidia is enhancing its claim to be the picks and shovels of the Metaverse and AI with the launch of its next-generation chips and services,...

Alibaba & Tencent – The backstop

Alibaba moves to support the recovery. Alibaba has increased its share buyback in a move that should help put a bottom under the recent rout, while Tencent is likely to...

Magic Leap – Second life pt. II

Magic Leap makes its pitch to stay in the game. Magic Leap has allowed reviewers to get an early look at its new device which is smaller, more powerful but...

Chinese Technology – Selective reprieve

The regulatory shadow mostly passes. China has moved to end the uncertainty that has been plaguing its technology sector with a statement that promises an end to the crackdown and...

Semiconductor cycle – The splurge

Spending splurge in full swing. Intel has announced that it will spend at least $33bn on leading-edge capacity in Europe in yet another sign that we are in the upward...

Arm vs RISC-V – Peak appeal

The appeal of RISC-V has peaked. SiFive, the RISC-V chip designer is selling its OpenFive services business including some of its designs to Alphawave IP in what I think is...