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?
The spotlight continues to shine more brightly on 5G on the global geopolitical stage as it becomes increasingly apparent to the US and European nations that 5G technological leadership is of strategic economic importance. While the race to deploy 5G networks is a global competition, mobile wireless technologies of today have been a result of cooperation and collaboration across standard setting bodies, operators and technology companies across the globe. 3GPP, the engineering organization that sets the technical specifications that are the basis of mobile wireless technology standards, recently held their election for one of the more prominent of its Technical Specification Groups (TSGs), the RAN TSG. The election happens at time when 5G technology leadership is hotly contested and the merits of technological unity is increasingly challenged geopolitically.
neXt Curve attended Huawei's Analyst Day (HAS) 2021 which was hosted in-person and virtually from Shenzhen, China. This event shortly followed Huawei's Annual Report which presented the state of their business during a difficult year for the company as it faced a wide range of sanctions by the US and the global Coronavirus pandemic. HAS 2021 gave us an holistic overview of the progress that Huawei has made in evolving and executing its "survival" strategy over the last two years since the company became the focus of deteriorating relations between the United States and China.
What if technology could not just make cities “smarter” but help us entirely reimagine the idea of a city of the future? NEOM is a visionary giga project that aspires to apply the most advanced in current and emerging technologies to realize a bold urban development concept called THE LINE, the revolutionary infrastructure concept that will bring about the world’s first “cognitive city”.
neXt Curve was in Nice, France attending the premier global event for digital transformation in the telecommunications industry held from May 14th through May 16th and hosted by TM Forum. Leading vendors and operators converged to discuss what it will take help the telecom industry reinvent itself and aid telecom service providers in becoming digital service providers. Now that 5G has arrived in select markets around the globe, the pressure is on for telecom operators to transform their operating models to capture the value promised by the next generation network.
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?
In an exclusive one-on-one chat with Rakuten Mobile’s CTO, Tareq Amin, neXt Curve’s Leonard Lee received an update on the state of the much-touted Rakuten Cloud Platform (RCP). RCP was formally launched in October of 2020 with the goal of bringing the open RAN innovations, integrations and the inventions that make up Rakuten Mobile’s cloud-native infrastructure to the rest of the world.
Despite the hype, 5G is a tremendously exciting technology that will change the way we think of connectivity, computing and how we architect systems. Over the next decade, it will bring about new wireless connectivity capabilities that can unshackle the live music industry from the legacy limitations and assumptions that have stifled wireless innovation and hamstrung artistic creativity.
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?