Corporate

Qualcomm Showing It Is Very Much Still In The 5G Leadership Position

Qualcomm is a company that I follow very closely across multiple market segments, including 5G, smartphones, laptops, and automotive. Last week I attended Mobile World Congress (MWC) 2022 in Barcelona, Spain, where Qualcomm’s CEO, Cristiano Amon, announced new products, demonstrating to me that Qualcomm is still very much the leader in smartphone wireless connectivity.  It …

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It’s Day One For The Combined AMD And Xilinx And CEO Lisa Su Is Energized

This morning, AMD announced its completion of its Xilinx acquisition, the largest semiconductor deal ever and the second largest tech acquisition ever at its $49B value.  I had the chance to catch up with AMD CEO Lisa Su this weekend to talk about Day One of the combined AMD and Xilinx. It was a good …

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Intel Becomes An End To End Foundry With Tower Semi Acquisition: Will It Spin IFS And More?

Intel announced this morning that it was acquiring Tower Semiconductor for $5.4B. To say Intel has been busy the past year with huge IDM 2.0 strategy moves would be an understatement. A mere eight days ago on February 7th, the company launched a $1B foundry innovation fund and an accelerator program with EDA, design, and IP companies, …

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NVIDIA Announces New Partnership With Jaguar Land Rover For NVIDIA Driver Hyperion 8 Platform

This week, NVIDIA and Jaguar Land Rover announced their partnership to equip all Jaguar and Land Rover cars with NVIDIA’s full-stack NVIDIA DRIVE Hyperion 8 platform. The DRIVE Hyperion 8 was announced at NVIDIA’s GTC 2021 event back in November, targeting level 4 (L4) self-driving capabilities. Jaguar Land Rover is the second vehicle manufacturer to adopt NVIDIA’s …

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Inmarsat’s Cloud Migration Journey With Infosys And AWS

Inmarsat is the world leader in global, mobile satellite communications. It owns and operates the world’s most diverse global portfolio of mobile telecommunications satellite networks, and holds a multi-layered, global spectrum portfolio, covering L-band, Ka-band, and S-band, enabling unparalleled breadth and diversity in the solutions it provides. Inmarsat’s long-established global distribution network includes not only …

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Surprise! NVIDIA Deal Off, Arm Is Very Profitable, Has A New CEO, And Rene Haas Is Looking Forward To Its IPO

I talked with Arm’s new CEO, Rene Haas, last night and we had a lot to talk about. Arm and NVIDIA have been in the news a lot the past few years with respect to the acquisition and we finally have some closure on a few items. While there has been a lot of rumors …

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