Hardware Podcasts

Episode 9: Silicon Trends and Highlights from MWC

The Circuit · 6 Mar 2023 · 40m · Episode 9

What this episode covers

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.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Qualcomm, Nokia, Ericsson, Huawei, Microsoft, Amazon, Intel, Marvell, Ixana, Wi-Lan
Chips
RISC-V
Also
Open RAN

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