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...
Bottoming out? Micron reported lower-than-expected losses and guided better for the coming quarter as the company thinks that the worst is over in terms of weak demand and inventory correction...
Dutch restrictions do not make much difference. The Netherlands is moving far faster than anyone expected in increasing restrictions on exports to China but restrictions put in place by Japan...
Intel – Germany 1. Intel 1. Intel has announced that it will nearly double its investments in Germany in return for a 47% increase in subsidy from the German state...
China reveals its hand. China has banned Micron’s products from critical infrastructure in a move that clearly demonstrates just how weak its hand is in semiconductors which remains something it...
Down cycle sinks all boats. Qualcomm FQ2 23 – Well positioned Qualcomm reported results that demonstrated its ability to manage its business but was forced to guide weakly as the...
A situation that makes little sense. The dispute between Arm and Qualcomm is one of the more bizarre that I have seen in my time, but it is descending into...
Inventory correction offset by China. TSMC reported weak Q1 2023 results and guided down expectations, but this had been anticipated which combined with some initial positive signs on the Chinese...
No one is thinking about economics at the moment. It looks like Intel’s requests for more subsidies to build leading-edge fabs in Germany will pay off, but the subsidies are...
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.
Samsung Q2 2023 – Supercycle pt. XII
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...