December 9, 2025 – 11:00 AM EST
December 10, 2025 – 10:00 AM JST/KST
Discover the 5 Critical PC/Laptop/Tablet Market Trends Reshaping Semiconductors in 2026
AI, tariffs, and processor innovations—what’s next for client computing markets.
The client computing market is entering a pivotal transition as post-COVID refresh… Read More
Amid a fiercely competitive market for computing devices, smartphones, tablets, and so on, a number of devices were created in this decade to invade into each other’s functionalities to either eat away other’s market share or retain their own. The key contenders were smartphones, Phablets, tablets and mini notebooks, whereas… Read More
It happened today. As I have predicted for over a year, Intel would not be successful in mobile and would be forced to exit the market. Last quarter they lost $1B on revenues of $1M (as Dave Barry would say, I am not making this up, that M is not a typo). They ship “contra revenue” with their chips for the tablet market, meaning… Read More
Baseball loves a good switch hitter – from Frisch to Mantle to Rose to Murray to Jones, they are a rare and valuable commodity. AMD is calling on ambidexterity for its processors in 2015 and beyond, this week tipping plans for 20nm “Project SkyBridge” parts in either ARM or X86 with a common footprint. What remains to be seen is where… Read More
There are more, but wait a while, from this set which ones do you need? Or let me ask the question differently (I know you may like something impulsively and have money to buy), which ones do you want to buy and own? Still confused? I guess what you need, you already have, but you want to change it for something new and different. While I … Read More
So Blackberry (formerly known as Research In Motion or RIM) is up for sale. Basically, apart from some cash in the bank, its main value now seems to be patents and, perhaps, some security technology. The murderers are in Cupertino and Mountain View, Apple’s iPhone (and iPad) and Google’s Android along with its licensees,… Read More
In an article published this week in microprocessor report and highlighted in Barron’s, Linley Gwennap makes the argument that Intel should stay the course and fix the PC instead of trying to offset its declines with sales into the Smartphone and Tablet space. He cites that lower PC sales growth was due to a dramatic slowdown in processor… Read More
In a discussion with one of my PR network recently, I found myself thinking out loud that if the merchant SoC market is getting squeezed hard, that validates something I’ve been thinking – the merchant CPU board market is dying from the middle out.… Read More
One of the comments to previous installments of this series was that there isn’t much left for the merchant suppliers of smart mobile SoCs, considering Apple and Samsung have majority share and design their own parts. The theory is this makes it hard for many suppliers to continue investing at the resource levels needed to bring … Read More
Microsoft is in trouble. Many of you already know that. Steve Ballmer has one last opportunity to set the company on a growth path or they will retreat into IBM legacy mode… ala the post 1990s Lou Gerstner era. And so they introduce a large tablet-convertible in direct competition with their PC partners Dell and HP. The End Game is coming… Read More
