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.
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?
At Apple’s 2020 Worldwide Developers Conference (WWDC), Tim Cook delivered the headline that we long anticipated - Macs will transition away from Intel’s x86 processors and adopt Apple’s own proprietary silicon. Why not? After all, Apple has been designing industry-leading processors for its iPhone and Apple Watch which have also powered the iPad, iPod and Apple TV. The writing was on the wall that Apple would bring the Mac into the Apple silicon fold.
The US Department of Commerce recently amended its foreign-produced direct product rule (FPDP) and Entity List to include HiSilicon, Huawei’s semiconductor design subsidiary. This action has been widely deemed an escalation of the US government's "war on Huawei. In the broader context of the US sanction on Chinese tech firms, the addendum applies a consistency of "national security and foreign policy purpose” to HiSilicon.
Necessity is the mother of invention. There has been no moment of need in modern times as urgent as what we face today as humanity grapples with the COVID-19 pandemic. In three months, the virus has spread to over 180 countries around the globe, infecting millions, and has arrested the largest and smallest of economies. At the same time, it has created an unprecedented need for connectivity and communications. Now, more than ever, unconventional thinking and leadership as well as innovative applications of technologies such as 5G are dire necessities for addressing the many COVID-19-related challenges that are disrupting millions of lives and jeopardizing trillions in economic value.
We have come a long way in a short time since COVID-19 emerged from Wuhan, China late last year. The virus has stealthily yet rapidly evolved from a provincial epidemic to a pandemic that is suffocating the largest and the smallest of economies around the globe.
For years the Smart Home has promised to enrich the lives of consumers and has inspired waves of manufacturer innovation such as smart speakers, intelligent thermostats and much more. While these innovations have offered incremental improvement in our home lives, the consumer reality has been a deluge of devices and services, greater complexity, and less security. In truth, the Smart Home remains elusive, the problems it intends to solve unclear. Only when manufacturers reach beyond devices and services with purpose-driven “Smart Living” solutions at home will this market cross the chasm to rapid market growth.