More results to support the notion of a bottom. Samsung’s preliminary results came in better than expected adding weight to the possibility that the inventory correction is coming to an...
Regulation will be better if targeted at people, not machines. Governments and regulators are moving to impose regulations on Artificial Intelligence but a lack of understanding on their part may...
TSMC Q3 23 revenue signals a potential bottom. TSMC reported its monthly sales for September implying that Q3 2023 revenues have declined by less than expected giving me some hope...
Google still hides its light under a bush. Google held its Made by Google 2023 event where it once again demonstrated some great innovation which would work much better if...
Meta doesn’t expect anyone to pay for Instagram. Meta’s proposal to charge $10.5 per month for Instagram looks deliberately priced to fail creating a strong incentive for users in the...
No solution to Google Search. Court documents confirm that while Apple would love to become self-sufficient in a number of core technologies, there are a number of areas where it...
Here we go again. Even though the launch of a chatbot is a rinse and repeat of 2017’s Facebook M (see here), Meta Platforms’ complete dominance of the open-source community...
OpenAI makes hay while the sun shines. When a company that has issues with making profits can raise money at a valuation of $85bn, it becomes abundantly clear that investors...
Investment underlines Amazon’s AI weaknesses. Amazon is staking its claim in the world of generative AI but at the same time, the size of the bet it is making on...
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.
USA vs. China – No loophole
Nanoimprint lithography unlikely to solve anyone’s problems. Canon has announced that it will begin selling an alternative technology for advanced semiconductors that I suspect is unlikely to see a lot...