The smartphone market has been experiencing many changes, some of those changes have included the slowing of the overall pace of growth. One of the remaining growth segments of the smartphone market right now remains the mid-range which is priced around $200. These phones have traditionally been ignored by the big players in the… Read More
There has been a lot of buzz in the industry over the last several years about ARM Holdings’ and its partners’ plans to go after the datacenter market with a particular focus on servers. Companies like Advanced Micro Devices, Applied Micro Circuits Corp. (AppliedMicro), Cavium, and Qualcomm, are now in various stages of product… Read More
We have written a lot of research and notes about the China server market and their unique needs as it relates to security and intellectual property and the ways western server OEMs and chipmakers like Intel, Advanced Micro Devices, ARM Holdings, Qualcomm and IBM’s OpenPOWER are addressing the challenge.
Basically, China wants… Read More
Last week’s IDC and Gartner Q4-2015 report on PC sales sent a shock-wave through the industry. The stock market responded with a sell-off of major PC-related names like Advanced Micro Devices, HP Inc. (fka Hewlett-Packard), Intel, Lenovo, and NVIDIA. While I was disappointed in the Q4 numbers, I also have a good grasp of what was… Read More