Nvidia for Arm first impressions – Softbank almost doubles its money in 3 years, Arm execs get $1.5b, RISC-V gets a huge boost. Nvidia can use its stock to buy an important asset, but a lot could go wrong – customers/competitors regulators, and China.
Who benefits from Huawei’s predicament? – Foreign and domestics competitors win, foreign suppliers see little change, customers lose a supplier, but the biggest losers are China’s aspiring component vendors.
China has about a dozen RF chip companies, competing at the low end of the market. Ultimately, they will consolidate, but the question is how many will survive and become global players. This pattern likely applies to all of China’s 1,300 chip companies.
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.
The Five Year Plan for Semis – It strikes as folly that the US government seeks to abandon the principles that built the US semis industry in a bid to confront China which is using those exact methods.
Are you dense? – The build out of dense, 5G small cell networks is the kind of opportunity that only comes about once a generation.
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.
Down a 5G Rabbit Hole – The 5G standard is getting delayed, at risk of fragmentation, and now the Federal government is here to help….
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 […]
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, […]