Category: Tin Foil Hat
Posted Date:
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Did AT&T and Ericsson Finish off O-RAN?
AT&T took the highly unusual step of moving to a single vendor for its RAN. There is no technical reason for this. Economics (probably with some subsidies) and a quest for “open”…
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Dubious Historical Parallels – The 5:5:3 Treaty
The Naval Treaty of 1922 was seen as an insult to a rising Asian power, a rallying cry that led to further conflict. But its backward focus on old technology limited its…
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Huawei Watchers and the Land of Magical Thinking
Did Huawei and SMIC break the laws of physics? Or are many of the online claims about Kirin 9000 over-exaggerated to serve some other purpose. We think it is unlikely that this…
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Did China do Intel a Favor?
The big news in semis yesterday was Intel’s announcement that it was ending its bid to buy Tower Semi. As with so many deals in recent years, China’s anti-trust regulators threw the…
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Is there a semi shortage at the trailing edge?
China actually has as much trailing edge semis capacity as the US. With ~90% of the world’s chips still produced on these older nodes, we can understand why everyone wants to build…
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Our $0.02 on LLMs
The latest advances in AI (GPT, LLM, transformers, etc.) are like a Nokia phone in the 90’s – everyone could see the appeal, but no one could predict all that it would…
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Bringing an epee to a Gun Fight
Purchasing a chip based solely on public benchmarks is like picking your Viking raiding band based on their performance at an Olympic Fencing duel.
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Corporate Shells are 9/10s of the Law
Corporate Shells are 9/10s of the Law – Chinese companies often operate under immensely complex ownership structures, which the US fears confers unfair advantages, but more likely the opposite is true, with…
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More Fun with Wireless Standards
More Fun with Wireless Standards – The 3GPP has released a new timeline for updates to the 5G standard. And while it is delayed by 7-8 months, there are many signs that…
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US China Trade War Confusion Continues
US China Trade War Confusion Continues – There seem to be a lot of gaps in the US government’s Trade War restrictions.
