Arm & NVIDIA. The risk of China causing a problem for NVIDIA’s acquisition of Arm is increasing as the dispute between SoftBank and Arm China’s CEO, Allen Wu shows no...
CES 2021 limps along. Most of the action in the technology sector this week is not to be found on the digital venue. EVs. The EV mania that has characterised...
Vacuum allows Samsung chips to grab the limelight. The exhibit count is way down, and I suspect that the smaller, more interesting end of the spectrum has stayed at home....
CES 2021 shaping up to be just a placeholder for 2022. If the media day is anything to go by, the CTA will be very keen to ensure that CES...
A way out that no one seems to want. As Apple now requires user consent for apps that use tracking for advertising targeting, developers are fretting and looking for...
Big shoes create opportunities. The fall from grace of Jack Ma in the eyes of China’s government has created an opportunity that may be replicated elsewhere should other tech tycoons...
Facebook wades in on its own account. Epic has added an important ally in its tussle with Apple but, as ever, Facebook’s participation is mostly about its own self-interest. Facebook...
A large part of the show is likely to be missing in action. The pandemic is likely to have 2 main impacts on CES. The first will be to push...
Zoox promotes everything but its future. Zoox has unveiled a product and a service which has very little if anything to do with its long-term future. Zoox’s approach before its...
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.
MSFT & AMD – Pandemic plays.
The pandemic is in the driving seat. The pandemic trade is back with homeworking and homeschooling driving the results of both Microsoft and AMD, but this may grind to a...