Smart Connectivity: Accelerating Artificial Intelligence

Semiconductor stocks have suffered an across-the-board selling in recent months thanks to the rapid deterioration of several end-markets (PC, smartphones…) and new export controls imposed by the US government on chips and equipment shipped to China. But this “implosion” could also create buying opportunities as some end-markets and, more specifically, the data center one enjoys secular…

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Smart Connectivity/Digital Security: When Networking And Cybersecurity Converge

As illustrated by Google’s recent acquisition of Mandiant and Cisco’s increasing focus on security, a convergence between tech hardware and cybersecurity software has been taking place, a move that should intensify over coming years. For networking hardware specialists such as Cisco and Juniper, implementing firewalling and threat detection software in their routers and switches is…

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Smart Connectivity: E.T. Will Be Soon Able To Call Home Again

  SpaceX’s Starlink, owned by Elon Musk, and US wireless operator T-Mobile made the headlines recently when they announced a partnership aimed at connecting users’ current mobile phones directly to satellites in orbit, hence providing mobile users with (limited) network coverage in remote areas of the United States. The use of satellites for bi-directional telecommunications…

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Smart Connectivity: The Graviton Impact

Over the last few months, some cloud software vendors have faced an unexpected and counter-intuitive risk: the rising efficiency of cloud computing platforms such as Amazon’s AWS stemming from improved chip performances. Cloud-based data storage company Snowflake notably came under the spotlight. It uses AWS cloud to store and process its customers’ data which are…

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Smart Connectivity/Digital Security: VMware, Another Software Blockbuster M&A Deal?

According to various media reports, semiconductor giant Broadcom is in talks to acquire cloud software infrastructure company VMware. Having started with server virtualization, a software solution that morphs a single and physical server into several virtual ones, VMware gradually added storage and networking virtualization in order to offer a complete infrastructure software stack that allows…

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Smart Connectivity: Marvell And Semiconductors Firing On All Cylinders, 5G And Metaverse In The Spotlight

Marvell’s impressive earnings last night (61% growth, 8% above consensus ; 34.5% operating margin vs. 32% expected) are likely to cast a positive light on most connectivity and data center semiconductor players today as Marvell has one of the most comprehensive semiconductor portfolios, covering notably telecoms, data centers, enterprise networking and auto. Marvell is one our…

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Digital Security/Smart Connectivity: IoT A Major Business Opportunity But Also A Major Cyber Threat

Recently, we commented that the Internet-of-Things (IoT) was finally gaining traction in the industrial world and was on track to become 5G’s killer app as it provides industrial companies with the opportunity to attach a wide range of digital services and features (monitoring, analytics…) to their installed base of cars, factory machines or robots. The…

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Smart Connectivity: Nvidia’s New Growth Engine Emerges As It Enters the CPU Market

After having reached the top-level in the graphic chips (GPU) segment, Nvidia is now attacking the server microprocessor (CPU) market, currently dominated by the Intel–AMD duopoly. The CPU and GPU markets are linked but independent. Every computer integrates, by default, a graphic processing unit inside its CPU. But discrete GPU chips, like the ones provided by…

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