Among the ruins – Intel mishandles its latest quarter
Intel’s seriously mis-communicated their very soft Q1 guidance. They sounded like a company with 90% market share in addressing their outlook, not one with 40%.
Intel’s seriously mis-communicated their very soft Q1 guidance. They sounded like a company with 90% market share in addressing their outlook, not one with 40%.
HPE is acquiring Juniper in a deal that is hard to parse. Juniper has been stuck on a treadmill for so long, and its business model look fated to resemble HPE’s more and more. Better to jump then get pushed.
Let’s combine Skyworks and Qorvo, then split them into a Mobile Company and a Non-Mobile company. Our (very) rough math shows this could create $10b in value. Complex yes, but overdue.
AT&T’s deal with Ericsson providers them with a big discount, but risks putting Ericsson in the driver’s seat for O-RAN, short circuiting the strategic leverage AT&T seeks with its “open” network. AT&T is playing checkers. Ericsson is playing 5D chess.
Auto OEMs has made big changes in how they market products, reflecting growing consumer emphasis on electronics and user experiences. But the leader in vehicular compute is John Deere who is probably the first company to have autonomy in production.
AR and VR once dominated CES, then disappeared, but now seems to be making a comeback. Apple’s Vision Pro is the primary catalyst, but there have been many advances in software and hardware across the segment.
We used to assume that the economics of AI Inference would depend on Edge Inference, but we saw a lot to test that assumption at CES, which calls into question the uplift semis companies not named Nvidia can expect from AI.
There was a lot of AI-wash at CES, but the big vendors did not mention it much. Partly because they are holding new products for their own events but also because there are still a lot of missing elements.
The idea of personal area networks has been around for a long time, but advances in technologies and transmission technologies, like those from Ixana, offer a glimmer of hope that consumer electronics could be exciting again someday.
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” networks are more likely. Either way, this is not good for O-RAN.