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. […]
Category Archives: Qualcomm
Edge Data Center. Huh. What is it good for?
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 […]
Let’s Just Call it 6G
In our corner of the tech world there is an endless tempo of 5G ‘excitement’. This is largely manufactured because, as we wrote about last March, 5G brings no immediate, […]
The Heat Death of 5G
Spend any time in wireless, or Technology in general, and the subject of 5G is almost certain to come up. We have written about it here (and here). The world […]
Apple Caves; Qualcomm Surges; Intel Throws in the Towel
We are travelling in Asia this week, so we are a bit delayed in responding to the news, nonetheless it was nice to wake up this morning to the news […]
Fox in the Hen House – Intel and the Telcom Standards
The Core Network is a deeply esoteric side of the 5G standard, but there are big changes coming there. Intel’s moves in the field could pressure Qualcomm’s role in the standards process.
Many options – none good. Why Apple may not have 5G before 2021
In our last post we examined the potential for there being no 5G iPhone until 2021. Here, we want to dig into why that may happen and what options Apple […]
NVDA for MLNX – One Less Chair
The big news in semis yesterday was Nvidia announcing it was going to buy Mellanox for $6.9 billion. This deal has been percolating for a while. (We posted about it […]
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 […]
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 […]