Samsung sets the tone for the supercycle. Samsung’s strong results herald a super cycle in semiconductors that will look fantastic on the way up but is likely to be just...
NVIDIA wins major support. NVIDIA got a big boost for its acquisition of Arm with MediaTek, Broadcom & Marvell all publicly supporting the deal which I think greatly reduces the...
RISC-V wins blue-chip backing. In announcing some higher-end RISC-V-based processors and winning support from Intel, SiFive has improved the credibility of RISC-V when it comes to challenging Arm in more...
Simon and Jensen make their case. Arm and NVIDIA have made a good case as to how the technology industry (excluding Intel and AMD) will benefit from NVIDIA’s acquisition from...
RISC-V gains more momentum. One of the big problems of Arm’s perceived loss of independence by being acquired by NVIDIA is that interest in rivals, once thought to be dead,...
The risks are demonstrably manageable. Herman Hauser has once again criticised the acquisition of Arm citing clear signs of unfair competition but what I think he has done is merely...
An IPO of Arm beckons. The risk to NVIDIA’s acquisition of Arm from Softbank continues to increase as the problems with its China unit seem to be getting worse rather...
The Biden administration makes its first clear move on China The Biden administration has made its first move against China in what looks like a warning shot rather than any...
Semis and smartphones drive results. Samsung reported excellent Q1 21 results as mobile devices and semiconductors look like they have underpinned a substantial recovery compared to Q1 20. However, as...
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 – Exception or canary?
Texas Instruments raises questions on the supercycle. Texas Instruments bucked the semiconductor super cycle narrative in its Q2 2021 results with a forecast that has led some to question whether...