半導体の在庫調整は来年前半まで続くか
スマートフォン市場はいま、過去10年間で最も暗い四半期を迎えている。これに伴いスマートフォン向け半導体も在庫調整の時期に入った。来年の前半まで調整期間は続くとの見方が大勢だ。
2019 Prediction: Post-mobile, Edge Strikes Back (2)
Computing continued to be pendulum of concentration and dispersion. Experiencing concentration of mainframe computers, and distribution through client servers, rise of mobile cause cloud concentration over the past 10 years.
2019 Prediction: Post-mobile, Edge Strikes Back (1)
The future is on the edge. 5G is not element that shifts processing from the edge to the cloud, but rather infrastructure for machine distributed cooperation of edge devices. Tech Giant is expanding from large cloud to edge.