Trouble at Intel – Intel’s delay of 7nm chips is a near-term financial problem, a boon to its data center competitor, a geopolitical problem and not least a major identity crisis for the company.
5 chip companies revisited – With elevated stock prices and cheap debt the large companies have the means to further consolidate the industry. But this time even the biggest companies may be targets.
Org Chart as an Service- Amazon’s growth is built on an incredibly flexible organizational structure
5G and the Bandit – The CBRS auction could be the start of a new chapter in wireless networking. We are watching to see if the cable MSOs and the Internet giants, or other new entrants, emerge as winners of some of that spectrum.
Arm for sale? Arm could probably benefit from new owners, but faces some big strategic challenges that need to be addressed soon.
Yesterday’s big news was the combination of Analog Devices and Maxim, two of the largest analog chip makers left in the US. We have been commenting on the consolidation among […]
The State of RF Semis in 2020 – We are the late stages of the Golden Age of RF Semis. A combination of the growth of Chinese competitors and Qualcomm’s emergence as a real player in RF mean changes is coming.
Mobile World Congress is coming up, February 24 to 27 in Barcelona. It is the world’s largest Telecom and Connectivity event and a great gathering of industry leaders. We have […]
The Journal reported yesterday that Broadcom has put its wireless business unit up for sale. If it comes to pass, this has some big implications for the wireless components industry. […]
There is a lot of discussion lately about “Edge Data Centers”. It is one of those topics that crosses all sorts of boundaries and pops up in conversation in a […]