Author here :) glad this sparked some discussion. A few folks raised the geographic scope and consumer RF side, which are fair things to flag. I tried to cover automotive, 5G, and IoT in the piece, though looking back at this, I could've framed the opening more clearly, as it was more a gut feeling specific to my US aerospace / defense experience rather than a universal claim. That context should've been clearer from the start. Still learning/new to writing more publicly so knowing where the framing didn't land is super helpful for me going forward