Intel 2.0 Follow-up – Intel has 3 key strategic goals, and this week they provided updates on all three. They are making steps in the right direction, but so much of what they promise is still many years away.
Reading all the latest news from China’s app crackdown reminds of the work Joe Studwell did looking at other Asian economic success stories. China appears to be ‘refocusing’ its big tech companies on the national development agenda.
Fox in the Hen House Re-match: Open RAN – Intel vs. Qualcomm Rematch – Intel is building up a software ecosystem in telecom equipment which may be their first success in 20 years of trying to break into the industry.
MWC 2021 Wrap-Up – Despite MWC’s minimalist approach this year, there was still a fair amount of news this year – largely in the software realm as the Cloud eats Telco and Open RAN starts to come into its own.
MWC 2021: No News is Just No News – The major companies have not announced much actual news at this year’s show. Such are the times.
Our Heart is in Catalonia – Qualcomm has some interesting new products out there – promoting software and networking in ways that are new for the company.
Plumbing for Semis – Arm and SiFive are M&A targets, they provide crucial plumbing for almost all chips today, and their ultimate fate will have a big impact on the industry.
Roll Your Own Chips – When you design products that someone else is going to manufacture using processes that trip against quantum physics effects, no one is cool enough to not be a little worried that something will go wrong.
Let’s Build a Chip – We lay out the costs of building a chip – with spreadsheets!
The Cyber Conservation Corps – If the US is going to spend a few hundred billion dollars on infrastructure, they should spare some a Cyber Security jobs program.