China and US regulators further damage Chinese technology. Both the US and Chinese regulators have been busy this week and although they are on opposite sides both have made moves...
India forgoes a great opportunity. The Indian state’s desire to control its currency is so great that it is willing to forgo the huge opportunity granted to it when China...
Zoom gets punished for a tiny slip again. Zoom again demonstrates that when the multiples are very high, any tiny slip compared to expectations will be harshly punished by the...
Alibaba: a bail-out to win favour? The fact that news of an Alibaba-led consortium being the lead contender to bail out failed chipmaker Tsinghua Unigroup sent the shares down 5%...
Qualcomm answers the M-series challenge. Qualcomm has worked out how to challenge Apple’s current advantage in Arm-based CPUs but the fact that it will be 2023 before it hits the...
Interoperability between these two is the easy bit. Interoperability between Microsoft and Meta Platforms is an important step to ensuring the success of the Metaverse, but this one was an...
A deeper investigation was always expected. It looks like the UK Government is going to order a phase II investigation into Nvidia’s purchase of Arm from Softbank which is going...
I am not a big believer in simulation. GM Cruise is one of the leaders in autonomous driving, but I suspect that its use of simulation as opposed to the...
Regulatory overhang remains. A slow down in growth at Tencent was mitigated somewhat by international expansion but could hide the fact that the regulatory spectre still looms large over...
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.
Xiaomi – Cars, cars and cars.
Xiaomi could become a car company. Xiaomi appears to be planning to make at least 300,000 EVs per year which if successful could see EV revenue take over as its...