Slowdown actually helps OEMs. The realities of electric vehicles are starting to come home as the early adopters now all have an EV while the rest of us are...
All about Nvidia Sam Altman is once again capitalising on the intense popularity of generative AI by looking to raise money for a new chip venture which can only be...
50% inventory, 50% AI. TSMC has signalled better times ahead for the semiconductor industry, but I suspect that things will only be really rosy if one is selling chips that...
Lots of Google. Little of Samsung, Samsung‘s new s24 line-up looks exactly like the s23 but the hope is that the new AI features (almost all of which come from...
Life in autonomy remains dreadful. There is little hope for a recovery in autonomous driving anytime soon as programs are being cancelled meaning that my 2028 target looks increasingly over...
Little interest at any price. The simple fact that a Chinese military-affiliated organisation was able to access a publicly available Chinese generative AI model was enough to send Baidu down...
Digital health – Even fewer sensors. Digital Health has been quieter than usual this year and with very little progress on sensors to reliably measure critical health data, it is...
CES comes to life. After a quiet start on Tuesday, CES 2024 came back to life on Wednesday with a substantial increase in footfall, crowds and queues. This is an...
Footfall and chaos. CES 2024 is one of the most peaceful that I have seen in recent years (I didn’t come in 2021). There is space on the Monorail, almost...
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.
Mobileye – No go
Inventory correction is in full swing. Weak numbers from Texas Instruments echo what Mobileye highlighted a few weeks ago underlining that industrial semiconductors are now enduring the same correction that...