Qualcomm signals the worst is over. Qualcomm reported good results signalling that the worst is over leaving a flat short-term outlook and a longer term that is full of...
Low volume, low value. Qualcomm and Google have announced that Android Wear OS will be supported on RISC-V processors opening the way for the first market implementation that takes RISC-V...
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...
The US sees through the propaganda. Commentary from the US Department of Commerce indicates that it has not fallen for the propaganda and realised that the ability to make chips...
SoftBank takes most of the value. At $51 per share, investors are being asked to pay for much of the growth that the company says it should be able to...
Apple grudgingly extends its contract. It turns out that cellular radio is difficult (5G particularly) as Apple has been unable to create a high-quality 5G radio of its own which...
Apple is at higher risk than Qualcomm. Both Apple and Qualcomm have taken a hit over their exposure to China, but the reality is that Apple carries much higher exposure...
Making a few chips is not enough. The fuss over Huawei’s new chip has gone all the way to the top but the real issue is not if the chip...
SoftBank is making things difficult. The final details of Arm’s IPO have now been made clear with SoftBank cutting back on the price in a sign that this deal has...
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.
Arm FQ2 24 – Pretty plain sailing
The next 2-3 years look pretty good. Arm reported good results but the variation in the timing of deals closing being recognised as revenue meant that guidance for the next...