All about cost-cutting. Meta, Google and Microsoft have all painted a rosy picture of recovery but sifting through the details reveals a reality which is much more sanguine although not...
AI cannot offset the general malaise. The contrast between TSMC and the rest of the semiconductor industry is a result of AI not being big enough to offset weakness elsewhere...
The fight for the next platform begins. Meta’s decision to release commercial versions of its generative AI models as well as the supposed “leak” of its models have nothing to...
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...
Strategic investors will pay more. SoftBank is engaging in a strategy to maximise the price at which it can sell Arm with the hope that because strategic investors are very...
An impossible problem. China is pressing ahead with AI regulation which is going to be so problematic that it could end up destroying development in this key technology highlighting the...
Samsung echoes Micron. Samsung reported the worst set of preliminary results for many years but critically, they were slightly better than expectations and show a similar pattern to Micron where...
I think Musk wins this cage fight. Meta Platforms is releasing an alternative to Twitter which will give all those who say they want to leave an opportunity to do...
History looks set to repeat itself. China’s limitations on Gallium and Germanium will cause some short-term disruption but it will not deliver negotiating leverage and will only accelerate the decoupling...
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.
Amazon and Apple – Holding steady
Apple FQ3 23 – Eating Android. Apple reported a difficult set of results but weakness in the smartphone market was offset by a strong performance from services and the incremental...