The raw storage market returns to growth… will it be ‘exponential’?

My forecast for hard disk drive, NAND and DRAM markets following two ywars of steep decline Read more »

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 »

Storage systems hardware and software, raw storage trends and market shares

My latest shares, trends and analysis of the global storage market 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 »

Storage in Q2 2018 – ‘system’ stagnant, ‘raw’ booms with 2 Zetabytes shipped

A look at the on-going development of the storage market in Q2 2018 Read more »