Samsung

Marvell is Growing Robustly in its Four Core Markets – Highlights Gains During Industry Analyst Day

Data Center – $2.5B annualized run rate Driven by DPUs, Inphi, and Innovium acquisitions, Marvell has grown robustly in data center, geared towards the Cloud. Marvell is well positioned to the higher growth portions in the data center. Our research indicates Cloud CAPEX will prioritize AI/ML and DCI in 2023.… Read More »Marvell is Growing Robustly in its Four Core Markets – Highlights Gains During Industry Analyst Day

The Party-Crashers of MWC21

This week’s MWC Barcelona 2021 had several themes; the most important was that several outsiders to the telecom industry were ever-present.  The new entrants – the party-crashers – included Starlink, Microsoft Azure, Amazon Web Services, Google Compute, and NVidia.  These new players are forcing change either through economics, new technology,… Read More »The Party-Crashers of MWC21

Qualcomm MWC20 announcements include Updates on 5G, Wi-Fi 6E and mmWave

Qualcomm made many wireless-related announcements today from its San Diego, CA headquarters, in place of making a presentation at #MWC20 in Barcelona.  Top announcements included its FSM100xx 5G small cell chips customer announcements, RF-chip availability, Wi-Fi 6E demonstrations, and 5G smartphone customer announcements. ​ FSM100xx 5G RAN endorsements.  Qualcomm announced… Read More »Qualcomm MWC20 announcements include Updates on 5G, Wi-Fi 6E and mmWave

CBRS Alliance event marks the launch of OnGo and Initial Commercial Deployment

​We attended the CBRS Alliance event in Washington DC today, and by our rough estimate, about 350-400 people were in attendance representing groups such as regulators, legislators, lawyers, technology vendors, property owners, service providers, investors, media and analysts.  We were impressed with the widespread interest in the new shared spectrum… Read More »CBRS Alliance event marks the launch of OnGo and Initial Commercial Deployment

Huawei’s Chip Projects Front and Center at Analyst Summit (HAS2019)

Huawei hosted 700 analysts and media participants in Shenzhen China last week to attend its annual analyst summit, nick-named HAS2019.  The company’s high-level message was simple – the company is an innovator and is moving down the stack into semiconductors and is partnering with and funding university projects to develop… Read More »Huawei’s Chip Projects Front and Center at Analyst Summit (HAS2019)

Mobile World Congress Americas (MWCa) And AT&T Spark – All About 5G

We attended Mobile World Congress Americas (MWCa) in Los Angeles, CA this week, as well as the AT&T Spark event in San Francisco.  Since 5G is launching first the US, these two events became the public events where significant 5G-related announcements happened. Verizon.  Will launch 5G Fixed Wireless Access (FWA)… Read More »Mobile World Congress Americas (MWCa) And AT&T Spark – All About 5G

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