Category: Enterprise Electronics
Posted Date:
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Amazon AI Assemble
Amazon AI Assemble – Amazon launches its ML accelerator, demonstrating how hard it is to supply the data center industry with chips.
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Start-up Semis Live
Start-up Semis Live – CRN published a great list of ‘hot’ semis start-ups. We hope this encourages more investors to support chip companies.
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Duct Tape and Data Centers
Duct Tape and 5G – Could Huawei use old, unencumbered technology to build its own data centers? It is possible, but highly impractical.
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Analyst Decoder Ring, Autonomous Vehicles, China, Components, Enterprise Electronics, M&A, Qualcomm, Silicon, Stocks, StrategySemis Musical Chairs – AMD for XLNX
Semis Musical Chairs – AMD for XLNX – AMD is now competing with Intel everywhere that matters, and every other major chip company has to worry about relying on FPGAs owned by…
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What is happening to the supply chain?
What is happening to the supply chain? There are some significant bottlenecks in the electronics supply chain right now, with even some of the most overlooked components in shortage. Blame 2020, but…
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China has won the AI Accelerator Race
AI accelerators are special purpose chips whose appeal is economic rather than technical. And it is now likely that China has more stand alone AI accelerator companies than the US has, or…
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Analyst Decoder Ring, China, Components, Enterprise Electronics, Home Networking, Networking, Qualcomm, Silicon, Stocks, Strategy, WirelessWho benefits from Huawei’s predicament?
Who benefits from Huawei’s predicament? – Foreign and domestics competitors win, foreign suppliers see little change, customers lose a supplier, but the biggest losers are China’s aspiring component vendors.
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What will happen to Huawei?
What will happen to Huawei? Huawei now has very few options, and no good ones, for obtaining most of its key components.
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Analyst Decoder Ring, Apple, China, Components, Enterprise Electronics, Management, Qualcomm, Stocks, Strategy, The StreetTrouble at Intel
Trouble at Intel – Intel’s delay of 7nm chips is a near-term financial problem, a boon to its data center competitor, a geopolitical problem and not least a major identity crisis for…
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5G and the Bandit
5G and the Bandit – The CBRS auction could be the start of a new chapter in wireless networking. We are watching to see if the cable MSOs and the Internet giants,…
