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Earl Lum of EJL Wireless joins Leonard Lee of neXt Curve to talk about the reigniting of his research in mobile wireless macro antennas after a multi-year hiatus. He has just released the first phase of his research, the "Global Macro Antenna Analysis & Forecast 2024 to 2028" report soon to be followed by his market share report.

This episode is a great primer for those of you who are not radio and antenna folks but have a curiosity to strong interest in why antennas matter and why they are so important and indicative of the prospects of the market and pace of infrastructure modernization in the mobile wireless world.

Earl & Leonard discuss the following topic about the mobile wireless antenna tech and industry trends that matter for 2025 and beyond:

• Earl gets back into antenna game! (1:23)
• Why does the antenna market matter? (4:03)
• Key trends and takes from Earl's antenna market analysis (5:05)
• Technical and deployment trends and challenges for 2025 and beyond (7:50)
• Leonard's impressions of Earl's summary and highlights of his report (14:28)
• Key features of the Global Macro Antenna Analysis & Forecast report (15:32)

Connect with Earl Lum at www.ejlwireless.com. Hit both of us on LinkedIn and take part in our industry and tech insights.

Please subscribe to our podcast which will be featured on the neXt Curve YouTube Channel. Check out the audio version on BuzzSprout - https://nextcurvepodcast.buzzsprout.com or find us on your favorite Podcast platform.

Also, subscribe to the neXt Curve research portal at www.next-curve.com for the tech and industry insights that matter.

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Jim McGregor of TIRIAS Research and Karl Freund of Cambrian-AI Research joined me to recap December 2024, another action-packed month in the world of semiconductors and accelerated and non-accelerated computing on the neXt Curve reThink Podcast series, Silicon Futures. The trio also shares their highlights from 2024 in a retrospective of the things matter this year.

We parse through the key announcements semiconductor industry and AI headlines of December 2024 and their year-end thoughts:

➡️ We share our thoughts on Pat Gelsinger's departure from Intel (2:18)
➡️ Marvell, AWS and the other GenAI supercomputing market (14.40)
➡️ The impact of the hyperscaler custom chip game on AI (16:35)
➡️ The objective of economical GenAI (19:07)
➡️ The end market red flags of GenAI and the adoption/diffusion dilemma (22:50)
➡️ Jim gives his report on the Arm vs. Qualcomm trial (27:30)
➡️ Does the CPU matter in GenAI supercomputing? (36:50)
➡️ What does the trio expect in the industry and AI in 2025? (38:11)
➡️ Jim throws a monkey wrench into the works at the last minute (45:04)

Hit both Leonard, Jim, and Karl up on LinkedIn and take part in their industry and tech insights.

Check out Jim and his research at Tirias Research at www.tiriasresearch.com.
Check out Karl and his research at Cambrian AI Research LLC at www.cambrian-ai.com.

Please subscribe to our podcast which will be featured on the neXt Curve YouTube Channel. Check out the audio version on BuzzSprout or find us on your favorite Podcast platform.

Also, subscribe to the neXt Curve research portal at www.next-curve.com for the tech and industry insights that matter.

Happy New Year!

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Prakash Sangam of Tantra Analyst joins Leonard Lee of neXt Curve to share his insights on the Arm vs. Qualcomm trial that took place in Delaware from December 16th to the 20th 2024. Prakash was in the courtroom for all five days and observed the in entire trial to its conclusion. Prakash provided play-by-play coverage of the trial is it occurred providing his insights. He was kind enough to share some key highlights and takes on the special reThink Podcast episode.

Prakash and Leonard parse through the highlights and key takeaways fro Arm vs. Qualcomm:

➡️ The first in and last out of court (1:20)
➡️ Background of the case: Arm vs. Qualcomm (2:50)
➡️ Highlights of the Arm vs. Qualcomm trial (6:40)
➡️ The implications of the trial outcome (12:02)
➡️ Qualcomm's right to use acquired Nuvia technology (19:47)
➡️ The loose ends and the prospects of resolution (25:19)

Hit both Leonard, and Prakash on LinkedIn and take part in their industry and tech insights.

Check out Prakash and his research at Tantra Analyst at www.tantraanalyst.com.

Please subscribe to our podcast which will be featured on the neXt Curve YouTube Channel. Check out the audio version on BuzzSprout or find us on your favorite Podcast platform.

Also, subscribe to the neXt Curve research portal at www.next-curve.com for the tech and industry insights that matter.