Down a 5G Rabbit Hole
Down a 5G Rabbit Hole – The 5G standard is getting delayed, at risk of fragmentation, and now the Federal government is here to help….
Category Archives: Enterprise Electronics
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.
Mobile News w/o MWC
So MWC has been canceled. This is of course a very sad story, a big loss for a lot of people who worked hard preparing for it and of course […]
The 5-Year Plan for Telecom Equipment
Late yesterday, the Journal reported on comments made by US Attorney General Barr to the affect that the US government should construct a telecom equipment vendor that could compete with […]
MWC 2019 – The State of 5G
This morning we published our newsletter covering Mobile World Congress 2019. Drop us a line if you would like to subscribe. Below is our view on the State of the […]
You too can build your own chip – for ONLY $30 million
This post is an excerpt from our newsletter in which we take a deep look at the shifting trends of the semiconductor industry. If you would like a full copy […]
Chips for You! And You! Chips for Everyone!
This post is an excerpt from our newsletter in which we take a deep look at the shifting trends of the semiconductor industry. If you would like a full copy […]
Let’s build a chip!
Recently, it seems to have become common wisdom that every tech company is going to build its own semiconductors for their hardware needs. Companies seem to be building chips for […]
Making Money from Data
We hear a lot about ‘the value of data’ (including here) and how companies need to monetize their data better. And how every company needs to go out and hire […]
Hardware is not just hard, it is Expensive
Lately, it has become commonplace in the tech blogosphere to say that “Hardware is Hard“. There are a few reasons for the sudden prominence of this strand of commentary. Several […]