Research Archive
Why Apple Should Extend an Arm to Intel
Helping Intel stay in the semiconductor manufacturing game should be among one of the highest priorities for all US-based technology companies. While TSMC is the leader in manufacturing process technology, they remain a geo-political risk should China decide to enforce its will on the region. Samsung is not far behind, but being a Korean company,…
Microsoft Bets Big On Employee Experience And Launches Viva
A lot has changed about how we work due to the pandemic. Whether we are working from home or at an essential business, technology has been supporting us at a time when how we interact with our coworkers and customers has drastically changed. Most of our interactions have moved online, which ironically brought us close…
Why Apple Should Extend an Arm to Intel
Helping Intel stay in the semiconductor manufacturing game should be among one of the highest priorities for all US-based technology companies. While TSMC is the leader in manufacturing process technology, they remain a geo-political risk should China decide to enforce its will on the region. Samsung is not far behind, but being a Korean company,…
Qualcomm Vindicated and Enlightened Antitrust
Yesterday, news broke that the US Court of Appeals overturned the 2019 ruling in favor of the FTC over Qualcomm on antitrust behavior. There is so much to unpack in this ruling, many that have specific implications on future antitrust rulings, but also critical elements in IP protection law. I’ve written many articles on the…
Working from home is great for diversity. Let’s keep it going
Since the start of the coronavirus outbreak, the conversation around remote work has been growing. It started with companies encouraging employees to stay at home. Within two weeks most companies, especially in tech, were mandating employees to work remotely and to suspend any business travel. Right now, the boom in remote work is due to…
The Semiconductor Golden Era
In the wake of the Spectre and Meltdown, it seems odd to write a post making the point I hope to make today. However as hard as it may be to believe, we truly are entering the golden era of the semiconductor industry. I recall many personal conversations with Broadcom co-found Henry Samueli, where he…