Category: Strategy
Posted Date:
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The 5-Year Plan for Telecom Equipment
Late yesterday, the Journal reported on comments made by US Attorney General Barr to the affect that the US government should construct a telecom equipment vendor that could compete with Chinese equipment…
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Noises coming up from the basement of RF
The Journal reported yesterday that Broadcom has put its wireless business unit up for sale. If it comes to pass, this has some big implications for the wireless components industry. Broadcom should…
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Let’s Just Call it 6G
In our corner of the tech world there is an endless tempo of 5G ‘excitement’. This is largely manufactured because, as we wrote about last March, 5G brings no immediate, tangible gains…
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Apple Caves; Qualcomm Surges; Intel Throws in the Towel
We are travelling in Asia this week, so we are a bit delayed in responding to the news, nonetheless it was nice to wake up this morning to the news that Qualcomm…
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Fox in the Hen House – Intel and the Telcom Standards
The Core Network is a deeply esoteric side of the 5G standard, but there are big changes coming there. Intel’s moves in the field could pressure Qualcomm’s role in the standards process.
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Gaming – Networking becomes a competitive advantage
We attended the Game Developers (GDC) conference this week. The Google Stadia announcement, in particular, really resonated with us, and we detail the importance of that below. For anyone who loves gaming…
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Yeah, Apple is probably building a modem
A few weeks back, we wrote about what Apple may be doing in the modem space. In that piece we noted that building modems is becoming an increasingly important source of differentiation…
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The State of the 5G Baseband
Heading into MWC, Qualcomm looks well positioned for 5G modems, but the industry is moving towards greater vertical integration, with internal chip suppliers. And as always, Apple remains an important wild card.
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Amazon enters the ARM Server fray
Last week Amazon announced that they have built their own server-grade CPU. We have not touched on this product here for some very specific reasons, but this is big news, and it…
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AI Chips: The Next (maybe Last) Semis Frontier
The market for AI chips is putting new strain on the large chip companies, who have so far been largely absent from the market.
