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French Tech

Huawei Telecom Gear Much More Vulnerable to Hackers Than Rivals' Equipment – WSJ

A detailed report, prepared by Finite State, a Columbus, Ohio-based cybersecurity firm, concludes that Huawei telecom switching gear is far more vulnerable to hacking than other vendors’ hardware due to firmware flaws and inadvertent “back doors” that were discovered. The report has been circulated widely among cybersecurity experts in the U.S. and UK, and it is considered credible.

Virtual Reality

Integration of AI, IoT and Big Data: The Intelligent Assistant

Five years ago, I wrote a post on this blog disparaging the state of the Internet of Things/home automation market as a “Tower of Proprietary Babble.” Vendors of many different home and industrial product offerings were literally speaking different languages, making their products inoperable with other complementary products from other vendors.  The market was being constrained by its immaturity and a failure to grasp the importance of open standards. A 2017 Verizon report concluded that “an absence of industry-wide standards…represented greater than 50% of executives concerns about IoT. Today I can report that finally, the solutions and technologies are beginning to come together, albeit still slowly. 

Silicon Valley Culture

WCW III: World Chip War III

After something of a long hiatus, we have an emerging epic World Chip War Three, which is being fought over “CODECS,” and related chips which power our smartphones. Not that the semiconductor industry hasn’t been innovating and evolving, but this is something much bigger. Today’s news about Broadcom’s bid for Qualcomm omits the other crucial player in this new War of Titans, Intel, which has risen from earlier ignominious failures to become the third player in WCW III.

Industry Analysis

Moore's Law at 50: At Least A Decade More To Go And Why That's Important

Gordon Moore, now 86, is still spry and still given to the dry sense of humor for which he has always been known. In an Intel interview this year he said that he had Googled “Moore’s Law” and “Murphy’s Law,” and Moore’s beat Murphy’s by two to one,” demonstrating how ubiquitous is the usage of Dr. Moore’s observation. This week we are commemorating the 50th anniversary of the April 19, 1965 issue of Electronics magazine, in which Dr. Moore first described his vision of doubling the number of transistors on a chip every year or so.

Investment

Industry Analysis: Two Year Semiconductor Industry Portfolio Returns Nearly 33%

Students of Industry Analysis may be interested in this. For my January 2012 Industry Analysis course focused on the semiconductor industry, I set up an imaginary portfolio, using only industry analysis macro information. My Wall Street Journal portfolio of 13 semiconductor companies, covered a wide range of application markets. I would NOT recommend this as a serious portfolio strategy due to the highly cyclical and volatile nature of this industry. However, my overall gain over 2 years has been 32.87%. The top gainer, Micron Technologies (296.73%), lost its CEO in a plane crash after I invested but obviously recovered. The other two top gainers, ARM (112.70%), and Texas Instruments (56.71%) are both heavily involved in wireless communication chips.

Industry Standards

Much Better Battery Technology As A Big Idea

Recently there have been a number of reports that Apple’s release of its new operating system, iO7, had caused unexpected problems for battery life in most older iPhones. Another way of saying this, is what a mobile phone salesman at The Waterfront, in downtown Vancouver said to me, “Everybody wants there phones to do too much stuff!” His comment came after I had bought one of the new external batter boosters for my smartphone. An entirely new accessory market has opened up, selling extended battery life for you phone, when you are not able to use your charger. This is not a real or long term solution. As many of my students know, battery life and heat dissipation on the microchips are among the most important areas of technology research today. It is also worth noting that this problem has also led to advances in the Universal Serial Bus (USB) architecture which are also likely to help address the problem of power and energy efficiency technology devices..

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