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 […]
Author Archives: D/D Advisors
Revisiting the Digital Multiverse
We want to revisit a post we wrote a few years back that proposed a better framework for discussing Augmented Reality (AR), Virtual Reality (VR), Mixed Reality (MR) and all […]
Intel for Mellanox?
There is some news out of Intel yesterday, and an even more interesting rumor. The news is that they have chosen a new CEO. We do not know Mr. Swan, […]
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.
Apple is building a San Diego campus. And a modem?
Last month Apple announced that it was building several new campuses. The media focus was on what appears to be the company’s major campus in Austin, but we noticed they […]
Cisco Acquires Luxtera (Happy) and the Tragedy of Photonics (Sad)
Late in December, Cisco announced that it would acquire Luxtera a maker of silicon photonics parts. Luxtera is a cool company. They make ‘silicon photonics’, networking gear that combines the […]
New Report – D2D#24 – CES 2019
We published our newsletter this morning – the 24th issue of D2D – with a look at some highlights to CES. Below is the overview of the piece. Please let […]
