I remain sceptical about these claims. Huawei is making some bold claims with regard to the yield that it is achieving on the AI chips it is making which, if...
How this is worth $150bn is beyond me. It is said that a company is more than just one man but when almost all of the brains of the company...
Where the companies go, the governments will follow. Yet another delay to the EV transition comes as no surprise as the criteria for mass adoption is still far away...
Pandemic darlings tell different stories. Peloton FQ4 24 – The turn Peloton reported revenues that grew YoY dispelling fears of the company being in a death spiral which, combined with...
AI disguises the also-rans and pushes ORAN to the periphery of consciousness. Start-ups – AI pollution The best part of every trade show be it CES, MWC or similar is...
A very American dispute. The issue of AM radio in vehicles sold in the USA has been debated for many years, but electrical vehicles (EVs)bring this issue to a head...
Turns the corner but no one is listening. Ouster reported good results and strongly signalled that it has turned the corner, but the uninhabited conference call gave a strong impression...
Huawei is not coming back in 5G. Huawei is reportedly planning a 5G comeback in smartphones but while there is no reason why it can’t make 5G devices, they will...
Ericsson – Blowing sentiment Mobile World Congress 2023 is about to start, but Ericsson has gotten things off to a bad start with a further 8,500 layoffs indicating that life...
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 & Meta – Safe for Now
Nvidia is not close to danger yet. The worst-kept secret in tech is that Nvidia’s customers are all trying to reduce their dependence on Nvidia by building their own...