Blog
Inseego’s Acquisition of Nokia’s Fixed Wireless Access (FWA) Segment
Inseego’s acquisition of Nokia’s Fixed Wireless Access customer premises equipment business, announced today, represents a significant consolidation play in one of the more dynamic segments of the wireless broadband market. As 650 Group has highlighted in our ongoing research, FWA continues to gain traction as mobile operators seek new monetization… Read More »Blog
Belden Announces Agreement to Acquire RUCKUS Networks: A Strategic Leap into Full-Stack IT/OT Networking
Today, April 30, 2026, Belden announced a definitive agreement to acquire RUCKUS Networks from Vistance Networks for approximately $1.85 billion in a transaction expected to close in the second half of 2026, subject to customary closing conditions and receipt of applicable regulatory approvals. The outside date for closing is January… Read More »Blog
AI Networking Will Ramp As Enterprise Wi-Fi Access Points Move Into the Wi-Fi 8 Era
We believe that AI networking will ramp, especially as enterprise Wi-Fi access points move into the Wi-Fi 8 era. The movement will happen as new Wi-Fi 8 Systems on Chips (SOCs) begin to incorporate inference capabilities. This will be used for enhancing channel selection and device connectivity at access points.… Read More »Blog
Higher Radix Switches Unlock Efficiency Gains Across AI Data Centers
Higher RADIX Switching Drives Faster Training and Lowers Inference Costs IntroductionAI cluster expansion increases the networking demand and requires a new networking scale to expand with the number of XPU/GPUs efficiently. Higher radix switches meet this need directly. Newer advanced designs integrate more ports per ASIC and deliver higher aggregate… Read More »Blog
MediaTek 2026 Analyst Day – Data Center is the Priority
While MediaTek expressed that Data Center is its highest priority and that by the end of 2027, the company’s revenue mix will look very different, it has numerous other opportunities. We highlight that the company has evolved from being a mobile SOC supplier to now an ecosystem-based semiconductor leader with… Read More »Blog
RSA Conference 2026 – Agents and AI Theme
We attended the show in San Francisco this year and can say that it was obvious on many levels that AI was the theme. We say it’s obvious because, from our walks around the show floor, about half the booths were promoting Artificial Intelligence in some way. Additionally, we saw… Read More »Blog