In our last post we examined the potential for there being no 5G iPhone until 2021. Here, we want to dig into why that may happen and what options Apple […]
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 […]
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 […]
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.
Last month Apple announced that it was building several new campuses. The media focus was on what appears to be the company’s major campus in Austin, but we noticed they […]
Last week Amazon announced that they have built their own server-grade CPU. We have not touched on this product here for some very specific reasons, but this is big news, […]