RISC-V is the only beneficiary of civil war. Arm has launched a strange-looking lawsuit against Qualcomm that looks like an attempt to earn higher royalties from one of its biggest...
Meta Platforms Q2 2022 – Slows the Metaverse. Meta Platforms reported soft numbers and increased the price for the Oculus VR headset in a sign that the next year or...
Samsung triggers a relief rally. Samsung reported results that broadly met expectations and I suspect that Samsung will be taking share in the coming quarters which would begin to explain...
Micron joins the canaries. Micron reported good FQ3 2022 results but guided badly blaming a sudden softening in demand that has forced it to slow its expansion sending the most...
Delay is increasingly the best option. The discussion over which exchange Arm is going to re-list on is increasingly irrelevant as the far more pressing issue is how SoftBank is...
SoftBank & Arm finally get the upper hand. The fight for Arm China that is causing consternation to Arm’s IPO looks to be in its final stages but it has...
Meta Platforms Q1 22 – Short squeeze Meta Platforms reported good results and has returned to low user growth, but the current tough outlook leads me to think that the...
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...
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...
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.
USA vs. China – Semiconductor debate
Evolution means China will never catch up. The USA’s clampdown on AI silicon sales to China has reignited the debate as to whether China can become independent on semiconductors, but...