RFM will return after the Eid el Adha holiday on Wednesday 19th June.
EU tariffs will weaken demand further. The EU has announced import tariffs on Chinese EVs that are likely to trigger a retaliation and an increase in price to the European consumer of an EV is likely to slow adoption even further. Recent years have seen Chinese companies make real progress in vehicle manufacturing such that they are currently able...
Apple replicates Copilot+ with privacy bells and whistles Apple has made its play in generative AI by picking to copy the best that its competition has to offer and rolling it up with a dedicated server system to ensure that its privacy and security are superior to anything else on offer. Apple Intelligence is a completely closed and exclusive hybrid...
Reminiscent of x86 vs. Arm. The key theme of Computex was the arrival of generative AI on the PC and while most attention was on Copilot+ running on the NPU, Nvidia was quick to remind everyone that if you want real AI horsepower, you need to use an Nvidia graphics card. Copilot+ is a runtime that uses a number of...
Court decides what I have suspected all along Mike Lynch the ex-CEO of Autonomy has the last laugh in the 12-year battle over who was really to blame for HP’s calamitous acquisition of Autonomy which I have long believed was a result of HP’s incompetence and desperation as opposed to criminal activities by Mike Lynch and his team. In 2011,...
MediaTek: Dark horse of Computex Mediatek rolled out the big guns at its keynote with both Arm and Nvidia CEOs joining Rick Tsai on stage and although it did not say very much, it certainly made its presence felt. The main theme of the session was that MediaTek intends to broaden its portfolio to include AI acceleration in the cloud...
Intel fights the battle of the benchmarks. Intel came out of its corner swinging taking on both Nvidia and Qualcomm in a keynote that was really all about how its latest processors stack up against the new upstarts. Intel was quick to refute Nvidia’s claim that Moore’s law is dead and if any of its data is accurate, there is...
Third time lucky for Windows on Arm. Qualcomm: Swinging for the fence. With branded shoes and a flashy t-shirt, Copilot+’s most enthusiastic fan made his Computex debut bringing all the PC makers who matter on stage to extol the virtues of their new AI PCs as well as Qualcomm’s new prowess as a PC chipmaker. Most of the announcements were...
Jensen consumerises GTC. Nvidia stole the early Computex limelight away from AMD with another massively attended keynote that mostly rehashed GTC but made the story more accessible and lifted the curtain on the 3-to-4-year roadmap. This had the added advantage of giving away the fact that the AI industry intends to continue down the road of making models bigger in...
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.
China vs. USA – Admission of Reality
Huawei says the quiet part out loud. Huawei has admitted that true leading-edge semiconductor manufacturing is unlikely to be achieved in China, meaning that homegrown technologies that rely on leading-edge semiconductors are going to be more difficult and more expensive to develop. At the 2024 China Mobile Computing Power Network event, Huawei Executive Zhang Pingan gave a keynote where...