Fun with Open Source Semis – RISC-V is really starting to gain momentum, with new companies popping up all over the market landscape.
There is a lot of discussion lately about “Edge Data Centers”. It is one of those topics that crosses all sorts of boundaries and pops up in conversation in a […]
The Death Throes of Telecom – Boingo, Syniverse and MobiTV are being forced marched into the future. They will not be the last telecom networking companies to encounter this fate.
US China Trade War Confusion Continues – There seem to be a lot of gaps in the US government’s Trade War restrictions.
The State of RF Semis in 2020 – We are the late stages of the Golden Age of RF Semis. A combination of the growth of Chinese competitors and Qualcomm’s emergence as a real player in RF mean changes is coming.
A recent Bloomberg report on Apple’s RF ambitions is probably not as earth shaking as it seems. That being said, Apple appears to have some very big, tantalizing ambitions for pushing what is possible with communications.
What we need is another standard – O-RAN is very interesting but is burdened by all the complexities of the telecom ecosystem, with the added baggage of US politics.
Start-up Semis Live – CRN published a great list of ‘hot’ semis start-ups. We hope this encourages more investors to support chip companies.
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 […]
The Journal reported yesterday that Broadcom has put its wireless business unit up for sale. If it comes to pass, this has some big implications for the wireless components industry. […]