Futurum’s principal analyst Shelly Kramer explores the America Competes Act, a new bill passed by the House aimed at boosting U.S. competition with China, focusing heavily on the semiconductor industry and technology innovation.
Futurum Senior Analyst Olivier Blanchard explains why Cloudflare’s legal victory in federal court last week is important to copyright infringement case law in the United States. He also explores why upholding the 1998 DMCA’s framework of liability and indemnity for companies that deliver internet services is more important than ever, as global regulatory forces begin to shift around existing IP and antitrust law.
Who tried to take down Qualcomm? What were they after? Why didn’t they prevail? What does Qualcomm’s resilience mean for the future? These are the questions that Futurum Senior Analyst, Olivier Blanchard dives into in the second episode of this 3-part series, in which Apple weaponized the courts in an attempt to weaken the value of Qualcomm’s technology portfolio, and Broadcom took advantage of a moment of perceived vulnerability to try and acquire Qualcomm outright. Both Apple and Broadcom would ultimately fail.
A new report from Strategy Analytics indicates that Samsung and Vivo were the fastest growing 5G smartphone vendors in Q1 2021, but Apple still leads the charge in net units with over 40 million 5G phones shipped to Samsung’s 17 million units. Futurum’s Olivier Blanchard breaks down four key 5G smartphone market trends confirmed by this report and shares his insights on what these Q1 numbers suggest for the market segment FY2021.
The U.S. Government’s launch of the National Artificial Intelligence Research Resource Task Force is an effort to help improve U.S. competitiveness in the AI research race, which many have referred to as the next iteration of an “arms race” or “space race” between superpowers. Here’s a look by Futurum’s Olivier Blanchard on why that’s better late than never, but sooner would’ve been better.
The X65 5G Modem-RF system will now feature support for 200 MHz carrier bandwidth in the mmWave spectrum, as well as mmWave support in standalone (SA) mode. With mmWave commercial deployments currently underway around the world (over 150 global operators are already investing in these high-band frequencies), including all major operators in the U.S. and Japan, these new capabilities make sense as a next step to enable global mmWave deployments, particularly as China and other markets invested in 5G SA mode look to begin scaling their mmWave deployments.
Huawei’s dominant position as the leading network solution provider in terms of market share is very much premised on the fact that, with the subsidies they are receiving from the Chinese state, they can sell their hardware equipment at a “ridiculously low price point.”
Google has applied for permission to resume business with Huawei, looking to ease restrictions on Google apps and services being excluded from Huawei devices. With Microsoft recently receiving approval for its Windows OS to be installed on Huawei laptops, perhaps it’s time to move this along.
Before I begin, rest assured that this is not a political post. Please don’t read any partisan or political views into any of my arguments here. This post is meant to be an objective analysis of an executive order and its potential impact on technology markets. Now that my political disclaimer is out of the way, let’s begin. 1. Executive …
AI security company SenseNets, left its facial recognition database unprotected exposing personal data of some 2.5 million Chinese.
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