Published Research and Articles on the Digital Infrastructure Theme

Right to repair laws have long been targeted at consumer electronics. It turns out that knowing where to mark top-dead-center on a car engine’s flywheel just doesn’t get the job done anymore. The vehicular data question was one of statewide two ballot measures Nov. 3. Source: Massachusetts votes yes on Question 1, ‘right to repair’ […]

A confluence of factors weighed on equities in October including the resurgence of the coronavirus that resulted in fresh restrictions late in the month, scuttled fiscal stimulus talks in Washington, renewed US-China trade tensions, the continuation of Brexit talks, and the lead up to the final innings of the contentious 2020 US presidential election. The […]

When we look back on 2020, there will be several notable items that jump out from the record books. The COVID-19 pandemic and its impact on the global economy will likely be at the top of the list, as will the pull-forward in digital transformation that ensued as people adjusted how they worked, lived, and […]

Long time communication chip maker looks to move upstream in digital infrastructure push. Qualcomm Inc on Tuesday said it will produce chips for 5G telecommunications networking gear, marking the first entry by a major American technology company into a market dominated by European and Chinese firms. Source: Qualcomm jumps into 5G infrastructure market with base […]

In the days of yore, people picked up a telephone (you remember actually talking over the telephone?) and simply made a call by entering a phone number on the touchtone pad and voila — a telephonic connection began. With the development of the first mobile networks and phones, phone calling became portable, and basic texting […]

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Whether it’s the comments from companies over the last few months or the monthly Retail Sales reports of late, there is little question over the accelerated shift to digital shopping as a result of the pandemic. New data shows this adoption is rather widespread, and in what may be surprising to some includes Boomers. Chalk […]

e recently discussed the market opportunity and some of the technical aspects associated with 5G, shorthand for the fifth generation of mobile network technology that is widely expected to expand the scope of mobile data and connectivity. The simple truth is that for carriers to recoup their hefty investments in any new mobile network, consumers and […]

We’ve been hearing about this new 5G technology for years and how it is going to revolutionize our lives, make autonomous vehicles, the Internet of Things possible, and reduce cholesterol levels. Ok, maybe not that last one, but it has been touted as being a Very Big Deal. So just what is 5G? 5G refers […]

Just as the internet has changed how we can communicate, transact, consume, and produce, so will Augmented Reality (AR) and Virtual Reality (VR) improve, and in some respects, utterly transform our lives. Source: An Investor’s Primer on Virtual Reality (VR) and Augmented Reality (AR) | Nasdaq

As 5G fires up across the nation and beyond, this chip-maker will likely be called on to let phones connect to new and old generations of networks. As the smartphone market has matured, it has become increasingly tied to replacement demand. Look at these statistics: As of December 2019, there are 5.175 billion unique mobile […]

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