lukateake
Joined 14 years ago
Karma
164
Submissions
55
Member since
Sep 23
Joined 14 years ago
[A]s a general rule, challengers pursue interoperability while incumbents strive for incompatibility.
This is Strategy 101: seek to fight battles where you have the greatest advantage.
Should Apple buy a wireless carrier?
The shift from 2027 to 2030 is the first material slippage -- and reflects one or two things (or both!): 14A process technology timeline and/or soft foundry demand from the fabless firms.