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 shortages – reasons, data and solutions
A look at the causes of the shortages of microprocessors Read more »
Microprocessor chip sales $317 billion – highly profitable, but sluggish
I have a look at the microprocessor market in Q2 2019 Read more »
Microprocessors – the $308b backbone of the $6.6T ITC market
A summary of developments in the Q2 2018 microprocessor market Read more »