Sourcing from China raises eyebrows. Apple looks increasingly likely to source some of its storage chips from Yangtze Memory Technology Corp. (YMTC) which will raise eyebrows but at the end...
Spending splurge in full swing. Intel has announced that it will spend at least $33bn on leading-edge capacity in Europe in yet another sign that we are in the upward...
The appeal of RISC-V has peaked. SiFive, the RISC-V chip designer is selling its OpenFive services business including some of its designs to Alphawave IP in what I think is...
An unthinkable transaction remains exactly that. It looks like Nvidia has thrown in the towel on the transaction to acquire Arm with the likely result now a relisting of Arm...
Microsoft FQ2 2022 – skittish investors. Microsoft’s results demonstrated just how edgy the market is with the numbers causing the shares to fall 5% followed by reassuring comments on the...
TSMC’s commentary has all the hallmarks of peak cycle. With $38bn in cash, $40bn in operating cash flow (before Capex), TSMC can afford to take some risk, but the sheer...
Qualcomm – Dark horse No. 1 Qualcomm is the first, and an atypical, dark horse that RFM has identified this year. This title is usually reserved for small companies that...
The FTC drops the hammer. The FTC is unique in being the only regulator so far to actively come out against the deal which I think represents the biggest setback...
Qualcomm answers the M-series challenge. Qualcomm has worked out how to challenge Apple’s current advantage in Arm-based CPUs but the fact that it will be 2023 before it hits the...
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.
Semiconductors – Supercycle pt. IV
Three canaries burst into song. While the semiconductor companies are announcing record capital investment plans, there are signs that demand for components is starting to soften, highlighting the possibility that...