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
The profitability of chip suppliers
A look at profitability in the microprocessor industry Read more »
Global supply chain problems continue, extending hardware life cycles and second-hand sales
Many of us forgot how dependent the just-in-time delivery of IT and communications offerings was on a successful, growing economy. Disruptions in the last few years have largely been blamed the effects of the pandemic on component manufacturing, although we should also look at increased nationalism (Trump, Putin, Brexit, etc.) […] Read more »