Friday, May 28, 2021

US's campaign against Huawei has opened the $35B/year cellular equipment market, giving rise to new players and helping US's bid to counter China's 5G dominance (Stu Woo/Wall Street Journal)

Stu Woo / Wall Street Journal:
US's campaign against Huawei has opened the $35B/year cellular equipment market, giving rise to new players and helping US's bid to counter China's 5G dominance  —  The U.S. campaign against Huawei has opened the cellular-equipment market to a host of new players that previously didn't seem to have much of a chance



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An interview with Intel's leadership, including CTO Pushkar Ranade, on AI chip demand, lessons from 10nm, whether Intel can catch up to TSMC, Terafab, and more (Dwarkesh Patel/Dwarkesh Podcast)

Dwarkesh Patel / Dwarkesh Podcast : An interview with Intel's leadership, including CTO Pushkar Ranade, on AI chip demand, lessons fr...