Broadcom

Huawei’s revenues are at risk as US puts Chinese Tech giant on its “Entity List”

According to news reports and press and social media announcements by high-ranking members of US government, the US government has put Huawei on its so-called “Entity List” of the Bureau of Industry and Security (BIS).  Our read on this is it similar to what happened with ZTE during C2Q18 last year, a move that severely curtailed… Read More »Huawei’s revenues are at risk as US puts Chinese Tech giant on its “Entity List”

H3C and Qualcomm jointly Announce 802.11ax WLAN product availability for September 2018

H3C and Qualcomm announced the planned availability of the WA6628 802.11ax Wireless LAN Access Point; it is slated for September 2018 shipments.  This new Access Point uses the Qualcomm IPQ8078 part number – we checked the Qualcomm website and we cannot find this part on the website.  So, we assume… Read More »H3C and Qualcomm jointly Announce 802.11ax WLAN product availability for September 2018

OCP Summit 2018 – Disaggregation Theme Dominates

The OCP Summit 2018 hit record attendance and we can can summarize the theme as that of continued disaggregation of network/server functions.  Examples of demonstrations, presentations and proposals associated with disaggregation are as follows: Flash/SSD.  Project Denali was presented by Microsoft.  The idea is it separates SSD controller functions from… Read More »OCP Summit 2018 – Disaggregation Theme Dominates

Apple announces plans to Accelerate Capital Spending on US-Based Datacenters

Apple Inc. announced plans to accelerate spending in the United States, citing $350 billion of spending over the next five years.  The company has cited recent tax rules and its status as being the largest US taxpayer.  The company specifically earmarked “over $10 billion” for “investments in data centers across… Read More »Apple announces plans to Accelerate Capital Spending on US-Based Datacenters

200 Gbps and 400 Gbps to have Material Impact on Ethernet Switch Market in 2018, According to 650 Group 800 Gbps to Ramp Early Next Decade

Portola Valley, California – January 16, 2017 – A newly released market leading report by 650 Group indicates that 200 Gbps, 400 Gbps, and 800 Gbps will all ship in the next five years resulting in robust growth for the Ethernet Switch Market. ​“The first wave of 200 Gbps and 400… Read More »200 Gbps and 400 Gbps to have Material Impact on Ethernet Switch Market in 2018, According to 650 Group 800 Gbps to Ramp Early Next Decade