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 […]
Category Archives: Strategy
The State of the 5G Baseband
Heading into MWC, Qualcomm looks well positioned for 5G modems, but the industry is moving towards greater vertical integration, with internal chip suppliers. And as always, Apple remains an important wild card.
Amazon enters the ARM Server fray
Last week Amazon announced that they have built their own server-grade CPU. We have not touched on this product here for some very specific reasons, but this is big news, […]
AI Chips: The Next (maybe Last) Semis Frontier
The market for AI chips is putting new strain on the large chip companies, who have so far been largely absent from the market.
Why is no one investing in games?
Traditional ventures have some good reasons for shunning investing in games, but that leaves a big blind spot for someone else to fill.
Defense Against the Dark Arts: Defending IP in China
Companies that continually add value to their products can outpace the copycats and IP thieves. The trick is understanding the value your company truly provides.
The Elephant in the Room: IP in China
Chinese companies face brutal domestic competition and government pressure to move up the value chain. Following historic patterns as old as technology they seek to ‘learn’ from foreign companies, including their JV partners.
