Dec 21, 2023
In this episode, fellow analyst Leonard Lee from Next Curve and I discuss our impressions and the key takeaways from the recently held Industry Analyst Day 2023 of Marvell Technology.
Marvell executives pitched how they are well positioned to exploit the massive surge in interest in Gen AI through their custom silicon...
Dec 4, 2023
Recent market developments, like license litigations and the need for high-performance, low-power processors, have heightened the focus on RISC-V, the open standard Instruction Set Architecture (ISA).In this wide-ranging discussion with the RISC-V International CEO, Calista Redwood, I discuss where the ISA currently...
Oct 3, 2023
While everyone is looking for the proliferation of 5G IoT, LoRAWAN has been revolutionizing the low-power, long-range IoT industry for a long time.
In this episode, I discuss with Donna Moore, the CEO and chairwoman of LoRa Alliance, the current state of LoRa WAN, its unique characteristics, the most suitable use cases,...
Jun 27, 2023
Apple's announcement of the Vision Pro XR headset fundamentally changed the dynamics of the XR industry. My good friend and fellow analyst Leonard Lee from Next Curve and I discuss Apple's positioning of the device, its impact on the XR industry, especially existing players, and strategies they can utilize to compete...
May 4, 2023
As the vRAN / Open RAN deployments are slowly ramping up, there are a lot of questions on the best compute architecture to use, especially for L-1 processing. The objective is to utilize the most power-efficient, cost-effective, and scalable option. The popular choice seems to be using optimized silicon instead of a...