Episode 9: Silicon Trends and Highlights from MWC
Ben Bajarin and Jay Goldberg discuss the state of the semiconductor and telecom industry at Mobile World Congress (MWC), noting its return to near-pre-pandemic attendance levels. They analyze key trends including the shift toward verticalization in telecom, the competitive landscape of Open RAN silicon involving Qualcomm, Marvell, and Intel, and the growing influence of public cloud providers like Microsoft and AWS in telco core networks. The hosts also highlight specific innovations such as Ixana's body-conducted wireless technology for AR and Wi-Lan's low-cost Bluetooth tags.