This post is a modified excerpt from our monthly newsletter. Our latest issue covered all the things we saw at Mobile World Congress. Drop us a line if you would […]
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 […]
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 […]
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 […]
We want to revisit a post we wrote a few years back that proposed a better framework for discussing Augmented Reality (AR), Virtual Reality (VR), Mixed Reality (MR) and all […]
There is some news out of Intel yesterday, and an even more interesting rumor. The news is that they have chosen a new CEO. We do not know Mr. Swan, […]
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.