The semiconductor industry has never faced a more tumultuous and exciting time than now. Competition, innovations, and geopolitics are forcing tectonic shifts in the industry landscape. These shifts have put a spotlight on RISC-V from multiple vantage points that highlight its emerging importance. While it is still early days, SiFive has been at the forefront of advancing the RISC-V agenda and bringing it to the mainstream. The company's founders are the founders of the open semiconductor standard. How are they approaching an incredibly dynamic market and fast-changing industry?
Excitement about the open RAN movement continues to rise as operators such as Rakuten proves out OpenRAN and O-RAN principles in their greenfield 5G network which went live last year. How are major network equipment manufacturers adjusting to the new technology landscape? What are the benefits and costs to operators and vendors in adopting open and interoperable technologies?
On January 20th, a new US Administration took office in the midst of a global pandemic, economic crisis and deteriorated Sino-US trade & security relations. During the Trump Administration, the tech industry became the epicenter of the trade war as US and China quickly escalated their exchange of tit-for-tat tariffs and bans. What will change under a Biden Administration if anything?
On December 18th, 2020, SMIC (Semiconductor Manufacturing International Company), China's largest foundry, was added to the Bureau of Industry and Security's (BIS) Entity List. This was not a surprising move by the US Department of Commerce given the increasing stringency and aggressiveness of the Trump Administration’s tech trade policy toward China over the last couple of years, especially with the advent of the Coronavirus Pandemic. Besides, Secretary Wilbur Ross indicated in September that SMIC would likely join Huawei on the BIS’s Entity List. What are the implications on the semiconductor industry and the future of 5G?
The semiconductor industry is the foundation of our digital world. Everything runs on semiconductor products and continues to advance with each new process node. As we reach the physical limits of Moore’s Law, what comes next? Heterogenous computing and heterogenous packaging are opening up new possibilities for progressing Moore's Law through advancements in the way that we design, integrate semiconductor devices and systems.
You are a small or medium-size business in the midst of a global pandemic that is constricting your business as governments order "non-essential" businesses to shutdown and growing consumer angst crush business activity and demand. What do you do? What can you do to survive and thrive? For many industries, surviving will require businesses to dramatically rethink the notion of business model, go-to-market approach, supply chain, sales channels, people and modality of work. All of this needs to happen with the consideration of the health and safety of employees and customers against the persistent threat of the coronavirus pandemic.
5G, AI, and the cloud are intersecting to unlock real-time autonomous capabilities at the edge. This evolution represents an inflection point for edge computing and a new frontier for business innovation and reinvention. Discover the potential of ubiquitous intelligence, edge cloud computing, and autonomous infrastructure to transform our world from the age of digital business to autonomous enterprise.
Telco operators have great expectations of 5G and the industry hype mill has set very high bar for the value that 5G technologies and new market possibilities will bring to the communications sector. Is this excitement justified given the rapidly shifting ICT landscape? We are witnessing a dramatic change in the face of competitors and partners as new entrants into the communications service provider (CSP) space change the OTT dynamic and introduce a new breed of UTB (Under the Bottom) threat to traditional telco operators. Who will win 5G gold?
Shortly after Softbank announced that it was looking to spinoff or sell Arm, which they acquired in 2016 for $32 billion, the rumor mill went into full speed. Speculation ran the gamut from Intel to Apple as potential buyers. Who would court Arm? Rumors settled on Nvidia, the GPU company. Would a Nvidia + Arm union make sense? After all, Nvidia has done well and created a disruptive narrative within the semiconductor industry with its GPU-centered plot line which branches off into numerous subplots in telco networking, edge computing and various AI application domains such as autonomous vehicles, intelligent systems and smart manufacturing.
An unexpected but pleasant surprise was announced at Qualcomm's recent earnings call. Huawei had settled its $1.8 billion dispute with Qualcomm regarding the licensing of essential technologies. It represents another important win for Qualcomm in its long and hard fought battle with OEMs including Apple to preserve the integrity and vitality of its technology business. It can be considered a win for innovation. But what does the settlement mean in the grand scheme of things and the rising tensions between the US government and Huawei?