My look at the foundation of the AI Alliance Read more »
The AI Alliance – values, nationalities and absentees
Q2 2023 ITC spending – declines in memory and devices, growth in AI hardware
A look at the major spending movements in the UTC market workdwide in Q2 2023 Read more »
The profitability of chip suppliers
A look at profitability in the microprocessor industry Read more »
Raw storage in 2021 reaches 3.6ZB capacity, $182B spending, 1B shipments
A look at the raw storage market for HDD, NAND and DRAM in 2021 Read more »
Server market grows 4% to $91 billion in 2021 – could have been more
A review of the server market in 2022 and look ahead to 2023 Read more »
Global supply chain problems continue, extending hardware life cycles and second-hand sales
Many of us forgot how dependent the just-in-time delivery of IT and communications offerings was on a successful, growing economy. Disruptions in the last few years have largely been blamed the effects of the pandemic on component manufacturing, although we should also look at increased nationalism (Trump, Putin, Brexit, etc.) […] Read more »
Microprocessor shortages – reasons, data and solutions
A look at the causes of the shortages of microprocessors Read more »
Mobile devices and international politics
A look at the annual changes and future challenges of the mobile device and smart phone market Read more »
Cisco’s long-lasting first-mover advantages
A quick look at Cisco's historical success and future challenges Read more »
Google Sycamore achieves ‘Quantum Supremacy’, but what does that mean?
A look at Google's achievement of 'quantum supremacy' Read more »
Microprocessor chip sales $317 billion – highly profitable, but sluggish
I have a look at the microprocessor market in Q2 2019 Read more »
Storage sales $199b in 2018 – exponential capacity growth, increasing software control
A look at the balance between raw and system storage markets Read more »
Microprocessors – the $308b backbone of the $6.6T ITC market
A summary of developments in the Q2 2018 microprocessor market Read more »
Mobile devices in Q2 2018 – ‘smart’ dominates, but we need something more secure
An update on the Q2 2018 market form smartphones and some ideas about the need for more secure devices Read more »
Broadcom bids for CA – enters the enterprise market
Some ideas on Broadcom's bid for CA Read more »
Microprocessor revenues grew 17.4% in Q1 2018 – welcome to the Digital Age!
An overview of this important supplier-to-supplier component business Read more »
AMD expands its x86 embedded processor lines – a targeted market approach
A look at AMD's target markets for its new embedded processors. Read more »
The profitability of Qualcomm and Broadcom/Avago
Decision time on the acquisition of Qualcomm by Broadcom/Avago may rest on calculations of profitability; however there's no simple way to work out a comparison Read more »