A look at the major spending movements in the UTC market workdwide in Q2 2023 Read more »
Q2 2023 ITC spending – declines in memory and devices, growth in AI hardware
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 »
Microprocessors – the $308b backbone of the $6.6T ITC market
A summary of developments in the Q2 2018 microprocessor market 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 »
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 »
US tax cuts reveal the huge off-shore funds held by ITC vendors
More on the effects of the US Tax Cuts and Jobs Act on the global ITC industry Read more »
Broadcom, Qualcomm, NXP – fish, chips and globalisation
Globalised consolidation of the semiconductor industry threatens customer choice Read more »