Tears in the Rain – Arm and China JVs
Tears in the Rain – Arm in China – JVs in China almost always end in tears. Arm’s is just the latest, most public example of how these deals so often go wrong.
Category Archives: Components
Anarchy in the OS – Revisited
Anarchy in the OS – Revisited – The way we think of computers has changed. The days of compatibility and common operating systems are over. Low cost hardware and bandwidth will fragment the way we think of computers until they largely disappear.
Apple Silicon – First Impressions
Apple Silicon – First Impressions – Using the flexibility of a custom design, Apple seems to have made huge improvements in power efficiency, but used those to boost the raw performance of their laptops, without harming battery life.
Intel Follow-Up – Data Centers
Intel Follow-Up – Data Centers are no longer the Intel stronghold they once were. AMD has gained share, the big customers are designing their own chips, and suddenly owning the CPU is no longer the strategic high ground it once was.
The State of RF Semis in 2020
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.
How China’s Semis Complex Invests for Growth
The irony is, at a time when the US is looking for government subsidies for specific chip companies, China is using turbocharged capitalism to build its next generation of chip companies.
Eye of the Beholder: Nvidia to acquire Cumulus
Chip companies cannot build software products, but they can build software enablers, and through those differentiate their chips.
MWC Preview
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 […]
CES 2020 Overview
We published our latest newsletter today with our thoughts on CES 2020. The excerpt below is the front page of that note. Please drop us a line if you would […]
Noises coming up from the basement of RF
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. […]
