As we keep saying, IoT is not one thing. So maybe we should find a better way to segment the market. We think companies can analyst the opportunities available based on the complexity and engineering required to deliver their product to market.
Qualcomm’s Auto event – painted a compelling strategic picture for their future in the segment, and then provided answers to a lot of the practical questions too. They look very well positioned for autos of today.
The advances in size and accessibility of modern databases is a wonder of our age. But to continue they will need similar innovation in the silicon on which databases run.
China’s corruption investigation into leading semis professionals can be read as a signal to the industry that Beijing wants to refocus investment into others parts of semis, and this seems to have caused on overall slowdown in semis funding deals.
IoT is a fragmented. Just looking at all the options for the connectivity side of IoT devices shows how diverse the options are. And as frustrating as that is to analyze, it has the advantage of providing the flexibility for customized solutions.
Intel’s Foundry ambitions will need to overcome considerable customer growing pains. The RISC V community may be a good place for Intel to start, but they still have a long way to go.
Arm is now a real force in the data center. With all of the “Super 7” running Arm CPUs, and the software industry increasingly recognizing the benefit of porting to Arm, we are at or approaching a significant tipping point in this massive market.
The ban on export of specific US semis products to China marks a major shift in tactics from the US government. Which opens the question what is the long-term goal here, or do they even have one?
Sometimes, it is important to remember all the benefits of carrying a supercomputer in your pocket. We look at the demise of remote controls in favor of smartphones – which carry actual compute power which would be uneconomical in a remote.
While Arm may be able to beat Qualcomm in court, their lawsuit risks creating a really challenging marketing message, especially at a time when the threat of RISC V looms ever larger. Maybe they win the legal battle, but lose the marketing war.