I have a look at the microprocessor market in Q2 2019 Read more »
Microprocessor chip sales $317 billion – highly profitable, but sluggish
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 »
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 »
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 »
Broadcom, Qualcomm, NXP – fish, chips and globalisation
Globalised consolidation of the semiconductor industry threatens customer choice Read more »