My forecast for hard disk drive, NAND and DRAM markets following two ywars of steep decline Read more »
The raw storage market returns to growth… will it be ‘exponential’?
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 »
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 »
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 shortages – reasons, data and solutions
A look at the causes of the shortages of microprocessors Read more »
Microprocessors – the $308b backbone of the $6.6T ITC market
A summary of developments in the Q2 2018 microprocessor market 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 »
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 »
Storage markets surge in Q1 2018
I look at the Q1 2018 raw and systems storage markets. Read more »
Storage – the raw v system dichotomy
Some 2017 sizing, shares and forecast from ITCandor's storage research Read more »
Storage systems down, disk drives up, solid state booms in Q2 2017
A post on the latest Q2 2017 market growth, shares and successes of the raw and systems storage. Read more »