The Supreme court puts the issue partially to bed. A 10-year titanic struggle comes to an end with Google triumphing over Oracle in a case that will set a precedent...
Lack of support looks to have been the cause. Deliveroo took a hammering on its first day of trade falling 26% below the issue price in what I suspect has...
Arm lays out its position with Armv9. Arm has announced its first new processor architecture for quite some time but the real test of this will come when it goes...
Xiaomi’s looks to be going after Huawei’s business. Xiaomi’ latest launches signal a change in direction for the company that I suspect has been triggered by Huawei’s problems which have...
The dual share distribution causes problems. Deliveroo may already be regretting its decision to list in London as a number of big funds have decided to skip the IPO on...
The great office return beckons. While the hottest stay-at-home at home stocks have started to correct from their highs, I think there is probably a long way to go as...
Tsinghua does a Lucent. Tsinghua Unigroup is just another example of how problematic China’s strategy to become self-sufficient in semiconductors has become. While the rest of the industry is experiencing...
Intel rides the perfect storm. Intel has made maximum use of both tensions with China and the current semiconductor shortage to push its new foundry strategy which is going to...
This time its SPAC. WeWork is once again having a crack at going public and while the valuation is 80% lower than it was last time around, the company is...
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.
Samsung Q1 21 – Double barrelled.
Semis and smartphones drive results. Samsung reported excellent Q1 21 results as mobile devices and semiconductors look like they have underpinned a substantial recovery compared to Q1 20. However, as...