What we need is another standard
What we need is another standard – O-RAN is very interesting but is burdened by all the complexities of the telecom ecosystem, with the added baggage of US politics.
Choose Your Fighter
Choose Your Fighter – Networking is a growing pain point for the gaming industry, but solving the problem will be hard across gaming’s diversified ecosystem.
Gamma Ray Exposure Preferred; Not Required
Gamma Ray Exposure Preferred; Not Required – Apple’s job listing hint at their ambitions for cellular modems.
Heterogeneous Compute
Heterogeneous Compute – The competitive dynamics of the processor markets were static for years, but the demand for “AI” and the emergence of new customers/competitors means the market for all processors is likely to shift considerably in coming years.
Spac-a-Mole
Spac-a-Mole – There seem to be more SPACs than targets, and these Bubble valuations can become a problem for companies that go down this path.
The Gaming Internet
The Gaming Internet – 3 billion people played an average of 7 hours of video games last year, but no one seems to be looking at what that traffic is doing to the Internet.
ARM Wrestling
CNBC reported late last week that Qualcomm has objected to Nvidia’s proposed acquisition of Semis IP licensor Arm. According to this somewhat thinly sourced report, the US FTC regulators have […]
RF Semis Update
RF Semis Update – On the competitive front Qualcomm’s growing heft in RF semis does not affect Broadcom much, but is a growing problem for Skyworks and Qorvo.
Google close Stadia Studios
Google closing Stadia Studios is not entirely surprising but it serves as a good place for us to take a closer look at the Gaming Internet.
The Qualcomm Shakes-up of RF is Beginning
The Qualcomm Shakes-up of RF is Beginning – Qualcomm announced a few commercially minor RF products, but they demonstrate that the company is about to win the Holy Grail of RF chips.
