Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
It is private investors, because I have been a buyer and I am a private investor.
https://www.lse.co.uk/rns/MWE/q3-2022-financial-results-kf78q0rxyubks7h.html
Some positive comments around the easing chip shortage as well as the Indian market. INDIA .. YES, DIDN'T ETHERNITY HAVE SOMETHING IN INDIA ONCE..
Interesting outlook from one of the major telecom tower players
https://www.reuters.com/business/media-telecom/cellnex-says-inflation-has-shut-down-european-phone-masts-market-ft-2022-11-20/
https://www.lightreading.com/the-core/tiny-napatech-starts-fpga-assault-on-nvidia-in-5g-core/d/d-id/781458
Whatever advantages Napatech can boast, its challenge to Nvidia is very much of the David vs. Goliath variety. Valued at about $334 billion, Nvidia made around $6.7 billion in sales for its July-ending quarter and a net profit of $656 million. Napatech's revenues over roughly the same period were just 35.5 million Danish kroner (US$4.7 million). They dropped from DKK46.4 million ($6.2 million) for the same period last year, and Napatech also swung from an EBITDA profit of DKK8.6 million ($1.1 million) to a loss of DKK6.9 million ($920,000). Broader macroeconomic problems and a slowdown in the chips market were blamed.
But Napatech seems to punch well above its weight. Excluding the hyperscale giants of Amazon and Microsoft, it claimed a 7.3% share of the market for SmartNICs at the end of 2021, putting it ahead of Nvidia, with 3%. If the UPF product takes off, it could "double or triple the size of the company," said Ashton. Slings at the ready.
Bit off topic but Sondrel Holdings listed today, does customised ASICs and SoCs - managed to raise £20m
https://www.sharesmagazine.co.uk/news/shares/what-is-new-tech-ipo-sondrel-and-should-investors-own-the-shares
Rave reviews for the link bonding
https://twitter.com/ethernityn/status/1583142412406620160?s=46&t=f0ghPjXsGM1YoSG0IOfn1A
I'd be very interested to hear about our India contract, has gone suspiciously quiet on that. MTI Wireless signed a deal there yesterday for their 5g backhaul antenna:
https://shareprices.com/news/in-brief-mti-wireless-wins-usd650000-order-from-customer-in-india-qsuc688q6pk2weq/
"We have been waiting for the 5G backhaul market to accelerate its deployment and we now see more opportunities in the market. It is clear that India is going to be the most significant initial market for the solution"
https://twitter.com/EthernityN/status/1582373001839812608?s=20&t=205fCU_6Gknp46CO147FLA
Competition only getting more intense for Ethernity -
https://www.prnewswire.com/news-releases/napatech-collaborates-with-amd-and-advantech-to-showcase-5g-upf-offload-solution-at-mwc-americas-301627705.html
Blog post
https://ethernitynet.com/the-value-of-fiber-to-the-room/