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 […]
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Qualcomm lives to fight another day
Apple has signed up to keep using Qualcomm’s modem. We would never say ‘We told you so’, but this development does not come entirely as a surprise. Building modems is hard.
MWC 2023 – First Impressions
We just got back from Barcelona. MWC is back, bustling without being overcrowded and very productive. There was no single bit new thing, but lots of progress on lots of fronts.
The Private Parts Networking
The Private Parts Networking – we like the technology behind private networks, it’s the business model that leaves us with a lot of questions.
Arm vs Qualcomm – FUD edition
Qualcomm claims Arm wants to shift its business model to charge OEMs rather than chip companies. We think is unlikely, but wow will it be hard if they do try to make that shift.
We are thinking about AR/VR wrong
AR and VR share some technical concepts and will likely have similar components, but beyond that are completely unrelated – the way people use them and thus the software needed to power them will be very different.
AMD Q2 – Building Momentum?
AMD reported a quarter with a lot of moving parts. Soft PC demand, a tight supply chain, uninspiring gross margins were offset by what sounds like good traction for new data center and AI products.
Custom Silicon and Start-ups
The shift from general purpose silicon to semi-custom and tailored SoCs presents a big opportunity for chip start-ups. If they follow a few simple rules.
Telcos are Taking Themselves Apart
Telcos are Taking Themselves Apart – Just as the international bandwidth market has moved into the hands of Internet companies, so too are domestic, onshore wireless networks.
Doom and Gloom
The markets are terrible. Moore’s Law is slowing. 6G is distant. But we are actually optimistic. Solutions exist for building compelling, complex systems. All that is missing is imagination and a bit of capital.
