| The third "G" gallium arsenide, silicon germanium, and other "three-five" and two-six" chemical elements that will replace silicon in applications using millimeter waves. Gallium arsenide, for example, is four times faster than silicon and uses less power. The move to exotic materials means more business for foundries such as TowerJazz (TSEM) that can produce these chips in volume. The fourth "G" is grids and graphics. And here is the rub. For indoor uses, 5G has a complement and rival called WiFi6. Wi-Fi has been pioneering mesh technologies that impart more coverage to its 6 gigahertz and WiFig 60 gigahertz links. These mesh networks promise to enable 3D graphics, augmented reality and virtual reality images that can improve the verisimilitude of communications, perhaps even crossing the uncanny valley between existing digital representations and reality. Growing ever more important in gaming and Internet platforms, these experiences are more suitable in indoor locations than in mobile outdoor applications. A fifth "G" of 5G is General Robert Spalding, a fellow at the Hudson Institute and an aspiring 5G Paul Revere who rode through Washington last year warning of 5G as a Chinese Trojan Horse. Influential in the Trump Administration until he started urging something like government ownership and control of telecom, he made 5G seem like a "weapon of mass destruction." From it in any future conflict, said the General, would emerge armies of bristling hackers and saboteurs. Particularly menacing would be Huawei equipment, alleged to hide "backdoors" for Chinese spies under an explicit law requiring all Chinese companies to cooperate with the nation's Intelligence services. One More for Good Measure General Spalding had a point. If the US government wants to police military telecom systems such as missile control networks and naval communications, it should pay US and allied companies to provide the technology and test it. Capitalism is not a suicide pact. For defense and intelligence applications all governments sponsor specific projects and shield them from dependence on possibly adversarial suppliers. Stopping trade with world-leading Chinese telecom gear makers, however, on the basis of an Intelligence cooperation law not fundamentally different from US laws would cripple US technology companies. Barring microchip makers, for example, from the world's fastest growing technology market would crimp their profitability and progress. Thus, General Spalding's 5G protectionism would damage US technology and security rather than enhance it. Meanwhile, the sixth "G" is WiFi6 and 6E, the enhanced Wi-Fi standard that operates in the new 6 gigahertz band opened in April by the Federal Communications Commission for unlicensed use. Doubling the spectrum available for unlicensed uses, such as Wi-Fi, this new band opens a new horizon for entrepreneurial creativity in wireless communications. Wi-Fi with its unlicensed bands and shared spectrum favors entrepreneurial innovation and technical advance in a way unsuited to heavily standardized and government guided exclusive 5G spectrum bands allocated in FCC auctions. One of the flaws of 5G is its attraction to governments and regulators. WiFi6 is the arena for the inventors and improvisers who have always pioneered in new technologies. Regards, 
George Gilder
Editor, Gilder's Daily Prophecy P.S. I urge you to watch this video before 9:30 AM Wednesday. It's related to what I'm calling an "outsider trading scandal"... and I think it's the most explosive way to trade the market I've seen. The best part… back tests showed the potential for profits up to $4,946, with these kinds of trade recommendations going out each and every week. So drop what you're doing and watch this short video I recorded right away. | 
Dear Daily Prophecy Reader,
To end your Gilder's Daily Prophecy e-mail subscription and associated external offers sent from Gilder's Daily Prophecy, 
No comments:
Post a Comment