Napatech, chips and telco blues

Published: Jan. 29, 2024, midnight

The pod was delighted to welcome its first special guest of the year \u2013 Charlie Ashton from Napatech. After reviewing his excellent selection of bribes, they get into Napatech\u2019s areas of business, which Scott\u2019s hangover makes him struggles to get his head around. That leads to a more general exploration of the chip sector as it pertains to telecoms before they conclude with a review of Ericsson\u2019s and Nokia\u2019s recent earnings announcements and what they tell us about the state of the sector.