AUGUST 21, 2025 / AUSTIN LYONS
Arm’s CSA, Neoverse CSS, and Total Design as a framework for multi-vendor chiplet ecosystem alignment Chiplets are an important semiconductor industry topic we’ve been covering, most recently here: Chiplets. Breaking a complex system-on-chip into smaller, specialized dies improves yield and allows e
AUGUST 21, 2025 / AUSTIN LYONS
Backed by Every Major HBM and Foundry, Built by Networking Pioneers It’s been a while since we checked in on semiconductor startups, but they remain one of the best ways to glimpse the industry’s future. What problems are they solving, and what clever approaches are they taking? With connectivity st
AUGUST 21, 2025 / AUSTIN LYONS
Amazon stock depends on AWS, but AWS is struggling with GPU shortages, power constraints, and slow growth The cloud wars are heating up, and it’s not looking good for AWS. From the earnings call over the past weeks. Among the three hyperscalers, Amazon is by far the most dependent on its cloud busin
JULY 31, 2025 / AUSTIN LYONS
Also: Google vs OpenAI, vs Meta, and risks For the last year, one of the most persistent narratives in tech has been that generative AI will make Google Search obsolete. After all, if an AI can answer your question directly, why click on a link? And if nobody clicks, Google’s ad business collapses.
JUNE 24, 2025 / AUSTIN LYONS
Before WWDC, Bloomberg said Apple’s AI efforts need to “catch up to leaders like OpenAI and Google.” This assumes Apple is running the same AI race as OpenAI and Google. Is it? And after WWDC, The Wall Street Journal declared that “Apple fails to clear a low bar on AI”. This implies a clear standard
JUNE 17, 2025 / AUSTIN LYONS
A year ago, if you asked me whether enterprise GenAI was real, I’d say maybe. There were surely many proofs of concept, but feasibility and value weren’t clear. Now? It’s real. Let’s walk you through what changed and what it means for Nvidia, Dell, and AMD. Reasoning Enables AI Factory Era From Trai
JUNE 2, 2025 / AUSTIN LYONS
In a previous post, we traced the history of semiconductor integration and its limits: The Long Arc of Semiconductor Scaling. We’ll revisit these limits and then discuss the solution: chiplets! SoC Problems System-on-chips (SoCs) have become dominant by integrating multiple functions into a single d
JUNE 2, 2025 / AUSTIN LYONS
At Microsoft Build this week, agentic AI stole the spotlight. But for me, an older story felt more important: Windows. As I jogged along the Seattle waterfront each morning, I kept returning to the question Can Windows matter again? I think it can. To see why Windows can matter again, let’s first re
MAY 29, 2025 / AUSTIN LYONS
One line from Qualcomm’s recent earnings call caught my ear: We delivered QCT automotive revenues of $959 million, reflecting 59% year-over-year growth on increased content in new vehicle launches with our Snapdragon Digital Chassis platforms. Source Nearly $1 billion in quarterly revenue, growing 5
MAY 12, 2025 / AUSTIN LYONS
I planned to write a chiplets explainer this week while traveling to and from CadenceLIVE in San Jose… but I got sucked into the broader chiplets backstory while doing research. After all, chiplets are a semiconductor manufacturing and scaling story of sorts! So I’m pivoting. This post shares the fu
MAY 8, 2025 / MAX WEINBACH
There’s been a pretty big trend recently in healthy living and health/wellness. Alcohol consumption is trending down, gym memberships are trending upwards with utilization also trending upwards, mostly because of GenZ. The interest in health and wellness is at all time highs. Wearables like Oura Rin
MAY 2, 2025 / AUSTIN LYONS
I attended Intel Foundry’s Direct Connect in San Jose this week, where it was evident the company is shedding its old top-down, Intel-knows-best approach. I saw humility, acknowledgment of past missteps, and meaningful customer and partner engagement. Credit goes to the new leadership with external
APRIL 25, 2025 / CAROLINA MILANESI
In a move to strengthens its position in the premium smartphone segment, Motorola has unveiled its 2025 Razr lineup, expanding to three models and showcasing a commitment to lifestyle technology that’s capturing younger audiences in increasingly competitive markets. Color and Expression at the Core
APRIL 24, 2025 / AUSTIN LYONS
Transformer neural nets are quickly making robotics way more useful. See Physical Intelligence’s video they dropped yesterday, where their robot cleans kitchens and bedrooms in homes it was never trained on! And check out this video from XPENG recapping what they discussed at the ongoing Auto Shan
APRIL 24, 2025 / CAROLINA MILANESI
A decade ago, when I first strapped on the original Apple Watch, I had no idea it would become the most irreplaceable device in my daily life. Ten years later, not only has the Apple Watch never left my wrist, but its role has evolved in ways even Apple may not have fully anticipated. The…
APRIL 23, 2025 / CAROLINA MILANESI
In the latest episode of my TEQ podcast, I had the pleasure to engaged in an insightful conversation with Alexia Cambon, Head of Research on Microsoft’s Copilot and Future of Work team, about how artificial intelligence and AI agents are fundamentally reshaping the workplace. The discussion explored
APRIL 18, 2025 / AUSTIN LYONS
This piece kicks off a new series on robotics. I’ll walk through the key ideas from first principles, starting with computer vision, and explain how GenAI changes what’s possible in robotics. Note that I’m pulling on some other ongoing threads on Chipstrat, so after this post, we’ll take a break fro
APRIL 10, 2025 / AUSTIN LYONS
Hey everyone! I was off the grid last week while attending Intel Vision. It was a significant moment for me, witnessing Intel CEO Lip-Bu Tan’s first public appearance at my inaugural event as an analyst: I had face-to-face meetings with executives, discussing the expected topics and some unexpected
APRIL 9, 2025 / CAROLINA MILANESI
In the rapidly evolving digital landscape, Google Cloud’s latest announcements at Google Cloud Next highlight a transformative shift in how we approach work. The integration of AI agents into workplace tools isn’t just enhancing productivity—it’s fundamentally reimagining the relationship between hu
APRIL 6, 2025 / CAROLINA MILANESI
This week at an event in Redmond that celebrated Microsoft’s 50 anniversary, Mustafa Suleyman, Executive Vice President and CEO of Microsoft AI unveiled a set of new capabilities that are turning Copilot into a personalized AI companion. True personalization begins when your Copilot develops a compr
MARCH 27, 2025 / AUSTIN LYONS
One thing stood out in NVIDIA’s GTC Financial Analyst Q&A: CEO Jensen Huang didn’t feel heard. His tone and demeanor suggested he was frustrated that his message wasn’t landing. Watch the event from ~12:03 to 13:00 or so in the video here. Jensen Huang: And we’re not just building a chip, we’re buil
MARCH 19, 2025 / AUSTIN LYONS
We’re going to very gently discuss networking and GPUs. It’s an important topic, but it can feel boring or esoteric. Hang with me! Motivation Training an LLM requires a lot of floating point operations (FLOPs): Source How long to train these models? If a single GPU can produce about 2 PetaFLOP/s (2
MARCH 19, 2025 / CAROLINA MILANESI
This week at HP’s annual Amplify Conference in Nashville, industry leaders are gathering under the theme ‘Driving the Future Together’ to explore how AI is reshaping the future of work. HP unveiled more than 80 new products across its portfolio, making a bold statement about its direction in the AI
MARCH 11, 2025 / AUSTIN LYONS
Remember Jan 27th when Nvidia lost half a trillion dollars in market cap? An inconspicuous table buried in a paper played a key role: What did this paper actually say? Welcome to the third and final post in a series looking at DeepSeek. Let’s think things through from first principles. We can talk a
MARCH 11, 2025 / BEN BAJARIN
Keeping up my theme of constantly analyzing the battery life of each new Apple M series silicon, I was excited to dive into the new M4 Macbook Air. Every year, gen on gen, Apple continues what their silicon design teams like to call the relentless pursuit of performance per watt. While the M4 is n
MARCH 11, 2025 / MAX WEINBACH
Executive Summary: The Apple Mac Studio featuring the M3 Ultra represents the most powerful AI workstation currently available, tailored specifically toward AI developers’ demanding workflows. With its unprecedented unified memory (up to 512GB) and robust GPU performance, the M3 Ultra Mac Studio exc
MARCH 5, 2025 / AUSTIN LYONS
Nvidia’s 2025 earnings call was more revealing than it seemed. Is cost-per-token now the key battleground for AI infrastructure? Why is Nvidia pushing Ethernet, and what does that mean for Infiniband? What happens to aging GPUs? We’ll also explore Nvidia’s positioning against AI ASICs, revenue conce
FEBRUARY 27, 2025 / CAROLINA MILANESI
The recent unveiling of Amazon’s enhanced Alexa with generative AI capabilities marks a significant milestone in the evolution of home-based AI assistants. As tech companies increasingly focus on generative AI capabilities, Amazon has carefully reimagined its digital assistant while preserving what
FEBRUARY 24, 2025 / AUSTIN LYONS
We previously looked at DeepSeek’s reasoning model R1 and distilled variants. I started with the reasoning model because it could upend OpenAI’s business model, which seems to be playing out: Source Why keep reasoning proprietary after DeepSeek’s open weights R1? Yet a lot of investors freaked out b
FEBRUARY 19, 2025 / BEN BAJARIN
Today Apple officially announced the newest member of the iPhone family, which includes the newest member of the Apple silicon family: the C1 (Cellular 1), their first-party Apple-designed cellular modem. iPhone 16e Position in the Market Where does the new iPhone fit in the current iPhone lineup is
FEBRUARY 18, 2025 / AUSTIN LYONS
AMD’s 60% CAGR guidance for the AI accelerator TAM is something of a double-edged sword. On one hand, it reinforces confidence in the long-term expansion of the AI market. On the other, it implicitly suggests that AMD’s Instinct growth will track similarly. AMD recently decided to stop breaking out
FEBRUARY 12, 2025 / CAROLINA MILANESI
At this year’s Cisco Live EMEA, the networking giant unveiled a comprehensive strategy that signals a decisive move into the AI infrastructure space while reinforcing its traditional strengths in networking and security. The announcements represent not just product updates, but a fundamental shift i
FEBRUARY 10, 2025 / AUSTIN LYONS
Much ink has already been spilled about DeepSeek, yet the conversation tends to skew either highly technical or completely surface-level. This research report delivers an accessible yet technically grounded analysis of the DeepSeek R1 paper, highlighting its implications for the semiconductor indust
FEBRUARY 3, 2025 / AUSTIN LYONS
What DeepSeek means for Microsoft Copilot+ PCs, Qualcomm & Arm, Copilot+ Cloud cannibalization The trajectory of generative AI in consumer devices has always been a matter of when, not if. DeepSeek’s distilled R1 models suggest on-device AI is coming sooner than anticipated. I’ve written extensively
FEBRUARY 3, 2025 / BEN BAJARIN
We at Creative Strategies, Inc. are excited to announce that Austin Lyons, the author of the popular semiconductor newsletter Chipstrat is joining our distinguished team. Austin joins the team after spending 2 years at John Deere as a product manager working on the autonomous tractor team. He also p
JANUARY 24, 2025 / CAROLINA MILANESI
In a rapidly evolving tech landscape, the discourse around Generative AI continues to spark excitement and innovation. On the back of Samsung Unpacked and the release of the new Galaxy S25 smartphone family, I had the pleasure to host a panel discussion on the role AI will play in our home. More spe
DECEMBER 12, 2024 / CAROLINA MILANESI
As we stand on the cusp of a new era of immersive computing, Google’s announcement of Android XR clearly highlights the role AI, Gemini, can play in broadening the use cases and appeal for extended (XR) technologies. This development comes at a time when the XR market is experiencing a surge of inno
NOVEMBER 4, 2024 / BEN BAJARIN
The recent Reuters article criticizing Pat Gelsinger’s leadership at Intel paints a stark picture of a struggling turnaround, but the reality is far more nuanced. As someone who has followed Intel closely for decades, I believe much of the criticism overlooks both the magnitude of challenges Gelsing
OCTOBER 31, 2024 / BEN BAJARIN
Introduction: 2024 – The Tipping Point for Arm’s Data Center Momentum As we close out 2024, the semiconductor industry is witnessing a significant shift in the data center market. AI is the most important technology platform shift we have seen in a decade, and perhaps longer. This fundamental shift
OCTOBER 30, 2024 / BEN BAJARIN
I had the opportunity to experience the full Meta Orion demo and, like many others who got to try the device, it was truly incredible. I’ll share my experience in the middle of this report, but I want to add some perspective on how Meta is approaching this vs. the way Apple has decided to…
SEPTEMBER 18, 2024 / BEN BAJARIN
Having spent the last week with the new iPhone 16 Pro Max I wanted to share a few thoughts. Key Takeaways iPhone 16 Pro vs. Pixel 9 Pro XL Image Battle My Favorite New Feature Pure Hardware Innovation Getting Harder New Experiences Unlocked by Apple Silicon Advances Image Battle Camera photography
AUGUST 21, 2024 / BEN BAJARIN
I have always found it helpful to view Google’s mission/ambition/product goals, etc., within the framework that Alphabet CEO Sundar Pichai consistently emphasizes whenever he speaks publicly. His eloquent statement of the mission is “To organize the world’s information and make it universally acces
AUGUST 20, 2024 / BEN BAJARIN, MAX WEINBACH
While it is easy to get caught up in the excitement of AI features coming to Windows in the new category of PCs called Copilot + PCs, my conviction has always been that the transformational battery life experience would be one of the most compelling reasons to upgrade for consumers and enterprises.
JULY 16, 2024 / CAROLINA MILANESI
In an age where technology is not just an extension of our capabilities but increasingly a core part of our daily experiences, Samsung Electronics at the Galaxy Unpacked 2024 event, presented a compelling vision for the future of mobile Artificial Intelligence (AI). Held on July 10, 2024, the event
JULY 15, 2024 / BEN BAJARIN
In a recent conversation with Stevie Bathiche, a Technical Fellow at Microsoft, we discussed the potential of the Neural Processing Unit (NPU) and its role in powering the future of computing. Bathiche’s insights highlighted the NPU’s significance as an AI coprocessor due to its efficiency and abili
JUNE 26, 2024 / BEN BAJARIN
Apple’s M-series chips have revolutionized the Mac lineup, bringing a laser focus on performance and efficiency to the company’s laptops (portables), desktops, workstations, and even now cloud silicon. Thanks to the hard work of those dissecting Apple silicon X-ray images and highlighting blocks on
MAY 19, 2024 / BEN BAJARIN, MAX WEINBACH
The New Chip on the Block The Neural Processing Unit (NPU) has evolved significantly since the introduction of deep learning models like AlexNet in 2012. NPUs are specialized hardware accelerators designed to efficiently process neural network operations, such as the numerous multiplies and accumula
APRIL 13, 2024 / CAROLINA MILANESI
During Google Cloud Next, Google announced a new wave of innovations and enhancements to Google Workspace aimed at revolutionizing the way people work and collaborate. The highlight of this update is the introduction of Google Vids, an AI-powered video creation app that brings real-time collaboratio
APRIL 2, 2024 / BEN BAJARIN
On the latest episode of the Circuit, Ben Bajarin and Jay Goldberg discuss their observations and takeaways from Nvidia GTC. Summary Nvidia’s recent keynote highlighted their dominance in the data center and their position as a platform company. They offer a full stack solution and are recognized fo
MARCH 6, 2024 / CAROLINA MILANESI
On the first day of HP Amplify Partner Conference, the company released the latest iteration of their Work Relationship Index shedding light on the strained dynamics of work in the current global workforce. The company’s expansive study engaging over 15,600 participants from 12 different countries,
JANUARY 30, 2024 / CAROLINA MILANESI
After spending a week with the Apple Vision Pro, here are my first impressions of the device. While certain aspects may feel familiar to those accustomed to VR headsets, the blend of exceptional image clarity and superior sound quality elevates the overall experience to a new level of immersion. Use
JANUARY 22, 2024 / BEN BAJARIN
We recently surveyed owners of Oculus Quest VR headsets in order to gauge their sentiment regarding the overall product experience of the Meta Oculus Quest as a product. As we suspected, owners of the Meta Quest were overwhelmingly positive about the device, and the core experiences. Perhaps most in
JANUARY 19, 2024 / BEN BAJARIN
In this episode of The Circuit, Ben Bajarin and Jay Goldberg discuss their experience at CES and the presence of AI in various products. They explore the evolution of massage chairs and the AI wash in the industry. They also analyze the two tracks of AI at CES, with a more muted presence in big…
DECEMBER 27, 2023 / BEN BAJARIN
Rather than an end of year predictions piece, I find it is more helpful to look at what some of the big debates/questions for 2024 will be surrounding the technology industry. Winners in AI We are at the beginning of an infrastructure build-out cycle very much similar to similar build-outs around th
NOVEMBER 29, 2023 / BEN BAJARIN
In the latest episode of the Circuit, Ben Bajarin and Jay Goldberg discuss the role technology exploration plays in showcasing the limitations of our current computing capabilities. Below is a summary of the topics covered. Exploring the Edge of Tomorrow: Technology’s Frontier in Consumer Products I
NOVEMBER 15, 2023 / BEN BAJARIN
At Ignite today, Microsoft unveils transformative AI advances across industries with next-gen cloud infrastructure and expanded copilot capabilities. Key Takeaways Microsoft’s Work Index report further confirms the significant productivity gains achieved with Copilot and AI software Microsoft is dou
NOVEMBER 13, 2023 / BEN BAJARIN
In the latest episode of the Circuit, Ben Bajarin and Jay Goldberg discuss Arm’s latest quarter, which also happens to be their first earnings quarter as a public company. Below is a summary of topics covered on the podcast. Chip designer Arm recently reported quarterly earnings that beat expectatio
NOVEMBER 8, 2023 / BEN BAJARIN
Setting the Stage for AI On Device Perhaps unsurprisingly, the vast majority of inquiries I get from investors, founders, and the bulk of our client base from the tech ecosystem is on silicon and AI. For the better part of a year, I have been deeply engaged in these conversations, exploring the limi
NOVEMBER 1, 2023 / BEN BAJARIN
In the latest episode of the Circuit Ben Bajarin and Jay Goldberg discuss the increased competition coming in semiconductors and specific to the personal computer space. Qualcomm Doubles Down on Custom Arm At Snapdragon Summit, Qualcomm confirmed that all of its future products will utilize its own
OCTOBER 25, 2023 / BEN BAJARIN
On the latest episode of The Circuit, Ben Bajarin and Jay Goldberg discuss how TSMC earnings give us indications into market trends, pockets of recovery, and how a coming battle in process technology is looming between TSMC and Intel. Steady Performance Across the Board TSMC reported solid results
OCTOBER 17, 2023 / BEN BAJARIN
We are on the cusp of some interesting times in the technology industry as a battle is looming between Apple and Meta over spatial computing/mixed reality. In case it isn’t totally obvious, the battle will first begin as a war over words as Apple will look to standardize Spatial Computing and Meta w
OCTOBER 16, 2023 / BEN BAJARIN
This week on The Circuit, Ben Bajarin is joined by guest Huiming Bu Vice President, Global Semiconductor R&D. Below is a summary of the topics covered in their conversation. The semiconductor industry is currently in a period of unprecedented complexity and competition. As we look to the future, maj
OCTOBER 11, 2023 / MAX WEINBACH
The Google Pixel 8 Pro is the tech giant’s latest flagship smartphone, and it is a device that truly pushes the boundaries of what we can expect from on-device artificial intelligence (AI). The driving force behind these advancements is the Tensor G3 chip, Google’s semi-custom-designed system on a c
OCTOBER 9, 2023 / BEN BAJARIN
This is a summary of the latest episode of The Circuit with Ben Bajarin and Jay Goldberg. Congress has recently raised concerns about open-source architecture RISC-V and the potential need for restrictions due to its use by Chinese companies. However, experts agree it will be extremely difficult to
OCTOBER 2, 2023 / BEN BAJARIN
Memory is one of the most critical components of computing, yet most of us don’t think much about it. On a recent episode of The Circuit podcast, hosts Ben Bajarin and Jay Goldberg interviewed memory expert Steven Woo to discuss the latest developments in memory technology. Here is an expanded summa
SEPTEMBER 27, 2023 / BEN BAJARIN
Over the summer, we ran a consumer survey exploring their interest and current ownership and usage of VR headsets. With Apple’s announcements of Vision Pro, we hoped to gauge the broader consumer opportunity for VR, and maybe someday AR, but also explore how non-owners of VR headsets and owners of V
SEPTEMBER 26, 2023 / BEN BAJARIN
Below a summary of topics covered in the latest episode of The Circuit with Ben Bajarin and Jay Goldberg. Last week, Intel held its annual Innovation event where it provided updates on its product roadmap and manufacturing progress. While there were no major surprises, the event gave some insights i
SEPTEMBER 23, 2023 / CAROLINA MILANESI
In a recent event in New York, Microsoft unveiled Microsoft Copilot, an AI companion that creates a unified experience across various Microsoft platforms apps and services. Microsoft Copilot promises a unique blend of web intelligence, work data context, and real-time PC activity to enhance user ass
SEPTEMBER 21, 2023 / BEN BAJARIN
A few weeks ago, I gave a presentation summarizing my current thoughts and observations related to this AI moment we are observing. The most important caveat here is we are in one of those moments where there are more questions than answers, and all we can do is rely on our experience and historica
SEPTEMBER 18, 2023 / BEN BAJARIN
This is an overview of the topics covered in episode 34 of The Circuit hosted by Ben Bajarin and Jay Goldberg. Here is an expanded summary report on the key semiconductor stories discussed in the podcast: Arm IPO Arm, the leading licensor of processor architectures, successfully completed its initia
SEPTEMBER 11, 2023 / BEN BAJARIN
This is a summary of the most recent episode of the Circuit with Ben Bajarin and Jay Goldberg. On this episode, guest Stacey Higginbotham shared her excellent insights into the land of IoT. The Internet of Things (IoT) refers broadly to adding computing power and connectivity to everyday objects a
SEPTEMBER 5, 2023 / BEN BAJARIN
Ben Bajarin and Jay Goldberg discussed Nvidia’s latest earnings report and the state of the AI market on a recent episode of their podcast, The Circuit. Key points from the podcast: – Nvidia reported very strong Q2 earnings, crushing expectations. Demand was unprecedented despite pre-quarter debates
AUGUST 28, 2023 / BEN BAJARIN
This summary is from Episode 31 of The Circuit, which analyzed the Arm F1 filing. Chip design firm Arm Holdings recently filed for an initial public offering (IPO), marking a return to the public markets after being acquired by SoftBank in 2016. Arm licenses processor architectures and chip design
AUGUST 21, 2023 / BEN BAJARIN
This is a summary of Episode 30 of the Circuit with Ben Bajarin and Jay Goldberg. The semiconductor foundry business plays a crucial role in supplying leading-edge chips for everything from smartphones to data centers. As demand for semiconductors continues to grow, there is increasing attention on
AUGUST 15, 2023 / BEN BAJARIN
This brief highlights the main points discussed by Ben Bajarin and Jay Goldberg on Episode 29 of The Circuit. Semiconductors have emerged as an area of intense economic and political focus in recent years. With countries around the world seeking to reshore production capacity, the industry faces maj
AUGUST 8, 2023 / BEN BAJARIN
This is an excerpt from the latest Episode of The Circuit with Ben Bajarin and Jay Goldberg. While much of the technology industry relies on merchant silicon from companies like Intel, AMD, and Nvidia, research shows more major players are quietly turning to custom chip designs. In a recent discus
JULY 27, 2023 / CAROLINA MILANESI
Since Monday, I’ve been in South Korea to meet with Samsung’s executives and attend Samsung Unpacked. What has become the summer appointment with foldable saw the arrival of the 5th generation of the Galaxy Z Fold and the Galaxy Z Flip. These two devices hit the market as competition from brands suc
JULY 18, 2023 / BEN BAJARIN
This is a highlight summary of Episode 26 of The Circuit with Ben Bajarin and Jay Goldberg. Industry analysts recently debated the impact of AI on the semiconductor market and which companies stand to benefit most from this disruptive trend. They see three critical questions shaping the AI chip
JULY 16, 2023 / BEN BAJARIN
This is a highlight overview of Episode. 25 of The Circuit with Ben Bajarin and Jay Goldberg The semiconductor sector has set its sights on reaching $1 trillion in annual sales by 2030, more than doubling its current market size. However, industry experts warn this ambitious goal faces no shortage
JULY 6, 2023 / BEN BAJARIN
This is a highlight summary of Episode 24 of the Circuit with Ben Bajarin and Jay Goldberg. Arm-based processors have conquered the mobile world, powering nearly all smartphones and tablets globally. Yet the architecture has struggled to make similar inroads into data center servers, where Intel
JULY 5, 2023 / BEN BAJARIN
A question I’m hearing coming up more frequently is about the timing of Apple Vision Pro. Before launch, my primary question for Apple launching a head-worn computer was, why now? While I agree with a broad consensus that there is a market for head-worn computers, I perhaps differ slightly with the
JUNE 18, 2023 / BEN BAJARIN
The semiconductor industry is known for its cyclical nature, and we currently seem to be in a down part of the cycle according to recent earnings reports from major chipmakers. Both consumer and enterprise markets are soft right now, leading to reduced spending on PCs, smartphones, and data center i
JUNE 13, 2023 / MAX WEINBACH
Apple’s Mac sales are at all time highs with pretty major growth, while there may be some post-pandemic correction in play for the whole PC market, the overall trajectory of Mac sales is looking great. Apple is doing something right with the Mac to convince PC users to switch from Windows PC to Mac.
JUNE 6, 2023 / BEN BAJARIN
For the entire history of software development, developers have been constrained by the device screen size they are creating apps for. This is the paradigm shift in software creation Apple hopes to accomplish with Apple Vision Pro. Apple intentionally has stayed away from terms like VR or metaverse
MAY 25, 2023 / BEN BAJARIN
This is essentially two different but interlinked analyses of the opportunity looming for AI development. On the back of Microsoft BUILD, where Microsoft outlined the fundamental computing platform shift we are witnessing, I wanted to set the broader market context, opportunity, and evolution of com
APRIL 26, 2023 / OLIVIER BLANCHARD
Working in the tech industry, I would be remiss if I allowed World Intellectual Property Day to go by without a nod or a tip of the hat to the fact that without IP (intellectual property), and strong, reliable, good-faith IP protections, the tech industry as we know it today would not exist. That’s
MARCH 16, 2023 / BEN BAJARIN
We are witnessing an inflection point for AI. Before the release of ChatGPT, much of the debate was centered on what would cause AI to move beyond the monotony of backend system processes, automation, and other things there were largely invisible to end customers and cause us to have fundamentally d
MARCH 13, 2023 / CAROLINA MILANESI
As Microsoft started rolling out new Bing and Google launched Bard, I have seen many comparing these new generative AI services to digital assistants like Alexa, Google Assistant and Siri, only to point out the gap in capabilities between the two. Even Microsoft’s CEO, Satya Nadella, made the point
MARCH 3, 2023 / CAROLINA MILANESI
Mobile World Congress (MWC) returned to Barcelona in full force this week. While I write this on my flight home, I have not seen the final number, but I had heard we had around 90 thousand people. It certainly felt like we were back to a pre-pandemic show with a fair amount of cautious optimism…
FEBRUARY 8, 2023 / CAROLINA MILANESI
I was in Redmond this week to witness what we might look back on as a turning point in tech. Microsoft’s CEO, Satay Nadella, took the stage to introduce the evolution of Bing and Edge. On the back of the newly renewed partnership with OpenAI, Microsoft took what it referred to as OpenAI’s newest art
FEBRUARY 2, 2023 / BEN BAJARIN
If there was one pocket of the technology industry that truly benefited the most from a global pandemic that forced workers from the office into remote locations it was the security industry. A mass exodus from the office to the home caused many CSOs headaches and anxiety as office-based tools, hard
JANUARY 23, 2023 / BEN BAJARIN
Many years ago, I used to give a presentation to business school students specifically about the semiconductor industry. Part of that presentation focused on the wonder of semiconductors where we can marvel at the bigness and smallness of these magical pieces of science. Appreciating the bigness ref
JANUARY 19, 2023 / BEN BAJARIN
Last fall, I wrote about the growth potential for Apple’s Macs in the enterprise. I mentioned some research Cisco shared about their Mac choice program and the benefits they have seen as an organization by offering Mac as a choice and supporting Macs on equal footing as Windows. Cisco’s stated goal
JANUARY 12, 2023 / OLIVIER BLANCHARD
ChatGPT represents an important inflection point for AI, and an important one for the tech industry at a time when consumers, worn down by perhaps one too many hype cycles, have begun to lose faith in the sector’s ability to deliver on its promises. The tech industry’s current headwinds aren’t li
DECEMBER 29, 2022 / BEN BAJARIN
Last year, I started a yearly theme highlighting my favorite tech products of the year. Last year, I highlighted the Remarkable 2 tablet and now believe that e-ink notepads may be more of a trend than I initially thought. If that’s the case, I’m glad I called it. This year, I’m combining my list of…
OCTOBER 19, 2022 / BEN BAJARIN
You would be hard-pressed to find a large modern enterprise, in the US, that doesn’t have at least a few Macs running around its halls. As was with the early days of the iPhone, executives and board members, and specific employee levels/recruits, will get any technology they want. And, of course, Ma
OCTOBER 19, 2022 / BEN BAJARIN
There are numerous challenges facing Meta’s vision and ambition for AR/VR/XR, whatever term you prefer. The most important thing from Meta’s posture is their recognition of how difficult AR/XR will be from both a technological standpoint and a user adoption standpoint. And the reality they have embr
OCTOBER 19, 2022 / OLIVIER BLANCHARD
Meta’s goal to build a scalable on-ramp for XR and the metaverse in the enterprise would be hard to pull off without Microsoft’s help, which is why neither last week’s announcement that both companies had renewed their Metaverse-focused partnership, nor the announcement’s timing, should have come as
OCTOBER 14, 2022 / CAROLINA MILANESI
This week, Microsoft held its Microsoft Ignite conference and just before kicking that off, it held what has become the traditional Surface Fall event. This year, Surface turns ten, and it is fascinating to see how far it has come in this time, not so much on the hardware, which was already ahead of
OCTOBER 14, 2022 / BEN BAJARIN
Microsoft has been embarking on a multi-year strategy to enable Windows OEMs to have silicon diversity. It has been within Microsoft’s best interests to help OEMs embrace multiple silicon partners, not just Intel, to leverage each unique solution for what is has to offer. Microsoft did this a few ye
OCTOBER 11, 2022 / CAROLINA MILANESI
The commentary on the latest Made by Google launch has been primarily on hardware. Still, I thought it would be more interesting to share some considerations on the overall strategy that transpired from the actual presentation, especially around Artificial Intelligence (AI) and how it compares to wh
OCTOBER 5, 2022 / BEN BAJARIN
What is Intel’s fate? Curiously, this is not a question that has much grey area in the public arena, even though it should. Commentary, at least the discord I monitor and read, seems to either think Intel is on the right track or a dead company walking. Investors on the sell-side I chat with agree…
SEPTEMBER 8, 2022 / BEN BAJARIN
Before I dig into a few product-specific observations about Apple Watch Series 8 and Apple Watch Ultra, I want to make a broader point. Apple Watch has been one of the more fascinating product evolutions I have seen from Apple. I say that because since it came to market, it has evolved well beyond w
SEPTEMBER 8, 2022 / CAROLINA MILANESI
This week, we were back in person at Apple Park for the traditional September iPhone launch. This year three products were on stage: iPhone14, Apple Watch and AirPods Pro. From the opening, Tim Cook made it clear why these products take the stage together, and their updates hit the market at the sam
AUGUST 25, 2022 / OLIVIER BLANCHARD
In light of upcoming debates in Washington, D.C. on proposed new U.S. legislation that takes aim at the U.S. technology sector, today seems like a good day to start addressing growing concerns about the potentially harmful impact that these bills could have on U.S. innovation, global competitiveness
AUGUST 11, 2022 / CAROLINA MILANESI
This week, at its August Unpacked event, Samsung launched its foldable smartphones: Galaxy Z Flip4 and Galaxy Z Fold4, together with two new smartwatches, the Galaxy Watch 5 and the Galaxy Watch 5 Pro, and the new Galaxy Buds Pro 2. While the smartwatches and earbuds are exciting upgrades, the show’
JUNE 15, 2022 / OLIVIER BLANCHARD
I have been thinking even more than usual about chipmakers lately. Between ongoing global supply chain constraints, our growing reliance on microchips to power everything from our phones to our thermostats and our vehicles, and the likelihood that inflationary pressures will impact discretionary spe
JUNE 8, 2022 / CAROLINA MILANESI
No, I did not get the events confused, this was Apple’s WWDC and not Google i/o, but the mantra we have been hearing from Google about its software and devices coming together to deliver a better experience to its users was actually delivered on the keynote stage by Apple. What is interesting to me
JUNE 7, 2022 / BEN BAJARIN
M2 Debut: Next Generation of Apple Silicon With heavy anticipation, Apple’s next-generation silicon design for the Mac was unveiled. Unsurprisingly called the M2, new details were shared by Apple, which sets the stage for this year’s Apple Silicon platform to push the Mac forward. I always paid part
MAY 26, 2022 / BEN BAJARIN
There is little doubt that augmented reality, specifically computing products that blend the physical world with the digital world, is going to be the next frontier of computing. Most of the conversations we are having with the broader tech industry have circled around the core technologies themselv
MAY 18, 2022 / BEN BAJARIN
My fascination with the Chinese market started at the beginning of the smartphone era. The market itself, and the Chinese consumer, represent one of the largest economic opportunities for both companies local to China and global companies looking to provide goods and services to the Chinese people.
MAY 2, 2022 / OLIVIER BLANCHARD
After focusing on the inflection point in purchase intent for hybrids and EVs among North American consumers, and EV adoption hurdles keeping the majority of young car buyers locked into gasoline-powered cars (for now), we turn our attention to the role that consumers’ relationship with technology p
APRIL 21, 2022 / OLIVIER BLANCHARD
The younger car buyers are, the less likely they are to make their next car a hybrid or EV One of the most interesting stories already emerging from our new automotive study is the contradiction between a high degree of consumer favorability towards hybrid vehicles and EVs and softness in near-term
APRIL 19, 2022 / BEN BAJARIN
Could Tesla be the most delightful automotive experience? Using our Delight Scale, we can make a strong case that Tesla provides the most delightful, mainstream automotive experience based on our product research. I point out mainstream automotive experience because I’m sure Ferrari, Porsche, Masera
APRIL 4, 2022 / OLIVIER BLANCHARD
We have just completed new research into consumer perceptions of the changes taking place in the automotive sector. The study, which focuses primarily on likely car buyers in North America, gathered insights from over 1200 adults 18 and up in the United States and Canada. Among the key themes that o
MARCH 30, 2022 / CAROLINA MILANESI
This week, PlayStation launched a new PlayStation Plus subscription, a simplified subscription service that brings together PlayStation Now and PlayStation Plus. Currently, the two subscription services combined have about 50 million subscribers, most of which subscribe to both services. In the past
MARCH 24, 2022 / BEN BAJARIN
As a part of our broad research into the hardware and software tools that make up critical parts of employee experiences in businesses, we also looked deeply into the opportunity for Macs in the enterprise. Apple has had an interesting relationship with the enterprise. Most, if not all, IT professio
MARCH 16, 2022 / BEN BAJARIN
Conventional wisdom in software, especially in enterprise software, is the company that sells the most robust bundle will generally see the apps in that bundle become the default for customers. This has historically been proven true time and again by Microsoft. This was the basis of their main antit
MARCH 10, 2022 / BEN BAJARIN
I have been arguing for years, and I will die on this hill. Apple silicon remains one of the most innovative products Apple creates on an annual basis. You may disagree with the framing of Apple silicon as a product, but knowing Apple as I do, they view almost everything they create as a product…
MARCH 9, 2022 / CAROLINA MILANESI
Apple’s Peek Performance event had something to offer to the most tech-savvy users, creators in particular, as well as mainstream users. Underlining the move to take ownership of its own silicon development is now allowing Apple not only to take care of its highly differentiated user base but to ge
MARCH 7, 2022 / BEN BAJARIN
As we look on and observe the absurdity of what is happening with Russia invading Ukraine, it has been fascinating to see most of the world power unite against a foreign power acting badly. I recall commentary from world leaders when Russia attempted to invade Georgia, and the message was clear that
MARCH 3, 2022 / CAROLINA MILANESI
Mobile World Congress 2022 came to an end today, and it seemed like a big success, mainly for people’s spirit and morale. The GSMA released preliminary attendance numbers at around 60,000, roughly half of what was recorded in 2019, the last time the industry came together before Covid. The combinati
MARCH 2, 2022 / OLIVIER BLANCHARD
Every year, the Mobile World Congress in Barcelona provides the perfect setting for technology companies and their partners to showcase innovative new solutions that leverage the mobile ecosystem to help solve problems, create new categories of services, and transition industries forward. If exhibit
FEBRUARY 19, 2022 / OLIVIER BLANCHARD
The term “metaverse” was originally coined by science fiction author Neal Stephenson in his 1992 novel Snow Crash. In the book, the metaverse was a virtual three-dimensional space that users could access via virtual reality goggles and experience through first-person virtual avatars. Virtual real-es
FEBRUARY 10, 2022 / CAROLINA MILANESI
During the latest Unpacked event that Samsung held virtually this week, the smartphone leader launched its latest flagship phone as well as three new Android tablets: the Galaxy Tab S8, the S8+ and the S8 Ultra, its first-ever Ultra tablet. Looking at the specs, it is immediately obvious these lates
FEBRUARY 8, 2022 / BEN BAJARIN
What many of us believed was inevitable has finally come to pass. Nvidia’s bid to buy Arm has failed. This entire saga has been fascinating to follow. I have heard, or read, all the major arguments for and against this deal and there has been some truth to both sides of the arguments. But, ultimatel
FEBRUARY 3, 2022 / CAROLINA MILANESI
Last week, the Head of Windows, Panos Panay, penned a blog reflecting on the state of the PC industry and celebrating the success Windows 11 has enjoyed thus far. In 2021, the PC market saw the biggest growth in a decade, with Windows powering 1.4 billion monthly active devices with overall time spe
JANUARY 26, 2022 / BEN BAJARIN
Our first research study of the year was an encompassing look at the modern employee experience from a range of vantage points. One of the lenses we looked through, and the one I want to focus on today, was employee experience as it relates to modern IT. Anyone who has worked at an organization big…
JANUARY 18, 2022 / OLIVIER BLANCHARD
I recently wrote about the automotive sector being the new competitive battleground for semiconductor companies, and announcements from three key chipmakers – Intel, Nvidia and Qualcomm – at CES earlier this month highlighted the extent to which that competition is heating up across four specific ve
JANUARY 7, 2022 / BEN BAJARIN
CES 2022 has come to a close, and while many of us participated virtually, there was still a lot of news to take in. Like past years, there were some main themes that dominated the flow of announcements as all the major tech players set their sights on growing their business by expanding their offer
JANUARY 7, 2022 / BEN BAJARIN
This year at CES, many of the dominant semiconductor companies, including four in my Silicon Big 5 list, showcased their latest solutions for 2022. When it came to core computing devices, both AMD and Intel showcased their latest chips for notebooks and desktops. But, what I found most fascinating f
JANUARY 7, 2022 / OLIVIER BLANCHARD
Whether you attend CES in person or virtually, it is easy to become overwhelmed with the sheer volume of announcements, gadgets, innovations and products on display at the annual Vegas show. Even with a plan, it’s a lot to take in in such a short timeframe, let alone process, but having a plan helps
JANUARY 7, 2022 / CAROLINA MILANESI
CES has been traditionally a sound stage for PC manufacturers to showcase what is coming to market for the first 6 to 9 months of the year ahead. However, as the show has broadened its scope and PCs lost their shine over the past few years, fighting for attention was much more difficult. This year,…
DECEMBER 29, 2021 / BEN BAJARIN
Spending time using and researching a wide range of products is part of our day job. Few things make us more excited than when we discover a truly amazing product that adds value to our life. Our passion for great products is also a reason we launched the Delight Scale this year. While not all…
DECEMBER 21, 2021 / BEN BAJARIN
It is becoming increasingly clear lately that the Nvidia acquisition of Arm faces more mountains to get approval. With the UK Competition and Market Authority as well as the FTC filing complaints, I struggle to see how the deal goes through without significant new remedy proposals from Nvidia on how
DECEMBER 16, 2021 / BEN BAJARIN
There are now more than a few examples of device repairability announcements to declare hardware repairability in specific categories a full-scale trend. Despite legislation like the Right to Repair Act, many companies have been moving toward device repairability for many years now. The two main cat
NOVEMBER 10, 2021 / BEN BAJARIN
There has been an overwhelming focus on the so-called tech giants aptly named FAANG. With Facebook rebranding to Meta, this will be reorganized, but the acronym is for Facebook/Meta, Apple, Amazon, Netflix, and Google. The common thought was this group consisted of the tech companies driving the te
NOVEMBER 3, 2021 / BEN BAJARIN
As of now, a handful of companies are being vocal about the Metaverse and the role they want to play in bringing it about. But, like all early trends, there are more questions than answers related to the Metaverse. So, while presenting early vision casting as companies like Microsoft, Nvidia, and Me
OCTOBER 20, 2021 / CAROLINA MILANESI
This week at a second Apple Event in just over a month, Apple launched the 3rd generation AirPods, HomePod Mini in new colors, two new chipsets, M1 Pro and M1 Max and two new MacBook Pro. You can find my colleague Ben’s take on the M1 Pro and M1 Max here. Apple also launched a…
OCTOBER 19, 2021 / BEN BAJARIN
“The transition to Apple silicon is all about bringing its incredible performance, custom technology, and relentless focus on power efficiency to the Mac.” These were the succinct words spoken by Johny Srouji, Apple’s senior vice president of Hardware Technologies. Srouji kicked off the segment of A
OCTOBER 13, 2021 / BEN BAJARIN
The component shortage keeps making headlines as technology companies from every sector of the market are struggling to get the necessary components to meet their manufacturing needs and satisfy their customer demand. This makes for interesting thinking when you factor in the record-setting pace of
OCTOBER 8, 2021 / CAROLINA MILANESI
I am not one for sensationalistic titles when talking about a product, but I must admit talking about the new Surface Laptop Studio like the first convertible worth having is the best way to summarize how I feel about this product. At what has now become an annual Fall appointment, the Microsoft Sur
SEPTEMBER 21, 2021 / BEN BAJARIN
For years now, Apple’s tight integration of its products and Apple Silicon have evolved in lockstep. From my point of view as an analyst, and one that has been doing semiconductor industry analysis for over 20 years, Apple’s silicon strategy has been fascinating to analyze. From a big picture viewpo
SEPTEMBER 15, 2021 / CAROLINA MILANESI
As is always the case with high-profile launches, we got to Apple’s California Streaming event with plenty of rumors to consider. Of course, most of what was expected did materialize on stage, but many of the details certainly helped paint a much better picture of Apple’s view of the market and how
SEPTEMBER 8, 2021 / BEN BAJARIN
In a first for the Delight Scale, we are publishing the scores for two products by the same brand in the same family. Our product research on AirPods and AirPods Pro yielded some consistent insights across Apple hardware products. One of the staple benchmarks of the Delight Scale is the ability to m
AUGUST 19, 2021 / BEN BAJARIN
I’m fond of saying that all science fiction is a self-fulfilling prophecy. Whatever we see in science fiction inspires human ingenuity to pursue it. In a way, this is happening with the Metaverse because when you hear “visionaries and futurists” talk about it, it ends up sounding a lot like the Matr
AUGUST 12, 2021 / CAROLINA MILANESI
For Samsung, summer has traditionally been synonymous with the Galaxy Note, but in 2019 the top-of-the-line model had to share the limelight with the Galaxy Z Fold line. Then, in 2020 the Note even had to share the stage with the Fold family. If you follow the smartphone market, you can understand w
JULY 28, 2021 / BEN BAJARIN
On Monday, Intel held an event to outline the next 5 years of their process technology roadmap. In addition, there were a number of technical announcements where they highlighted some of the benefits of their transistor design and packaging technology that will come to their latest chips over the ne
JULY 22, 2021 / CAROLINA MILANESI
At Alexa Live 2021, Amazon’s annual developer conference focused on skills and services built for Alexa-enabled devices, the company shared a long list of improvements both from a features and developer tools perspective. Seven years in the making, Alexa now counts hundreds of millions of devices in
JULY 21, 2021 / BEN BAJARIN
Few technology categories have taken more abuse and had opinions formed than the PC category. While the PC is not the primary computing device of billions of people, that crown belongs to the smartphone, it is still the second most adopted category of computing on the planet. The current PC installe
JULY 15, 2021 / BEN BAJARIN
536 developers for Apple’s software platforms participated in a study Creative Strategies fielded in late May. What makes our study results particularly interesting, is the makeup of our panel ended up being small business developers making less than $500,000 a year from their apps. With 55% of them
JULY 14, 2021 / CAROLINA MILANESI
Lately, you can’t talk about work without talking about hybrid work. As the world starts to go back to regular business, brands and industry watchers begin to hypothesize what work will look like going forward. We can certainly disagree on whether the future of work will be remote or hybrid or a pla
JULY 7, 2021 / BEN BAJARIN
We were excited to run our Delight Scale on Peloton and see if it truly stood up to the glowing fanfare coming from consumers on social media. Sure enough, Peloton scored a 960, out of the possible 1200, on our Delight Scale with some of the most overwhelming positive sentiment of any consumer produ
JUNE 24, 2021 / CAROLINA MILANESI
We all saw the leaks last week, and while I was left with more questions than answers, it was evident that Microsoft focused on a much more modern, fresher, simpler user interface. What was unclear till today was why Microsoft thought that the update it delivered was worthy of a step-change in numbe
JUNE 14, 2021 / CAROLINA MILANESI
Google Workspace had undergone a transformation since October 2020 when G Suite was rebranded to Google Workspace, and a series of skews were released to address the enterprise market. In February, Workspace was brought to the education market, and at Google I/O, the team launched Smart Canvas, a ne
JUNE 8, 2021 / CAROLINA MILANESI
I am not sure if it’s the lack of down time for stage walk-ons or that Apple has got this digital event thing down to a science, but the pace of this year Apple’s Developer Conference (WWDC) was incredible. The overall impact of the announcements across iOS, iPadOS, macOS, watchOS and tvOS will take
MAY 26, 2021 / BEN BAJARIN, CAROLINA MILANESI
We are excited to publish our first Delight Scale post covering some of the many key insights we gathered on how subscribers to the Disney+ streaming service think and feel about their experience. We strongly believe that a key driver of product experience delight is centered on how the product or s
MAY 26, 2021 / BEN BAJARIN
One of the more interesting conversations to be happening around the tech industry currently is what kind of a cycle we are in? In the last few years, I’ve noticed an interesting tension that emerged because, as a whole, the tech industry has just come off a period of significant rapid invention and
MAY 20, 2021 / CAROLINA MILANESI
There were plenty of rumors leading up to Google I/O that we might see the next generation of Samsung’s Galaxy Watch models embrace Google’s wearable platform Wear OS. The rumors turned out to be quite right. The next Galaxy Watch will be running Wear OS, but the news is actually much more significa
MAY 7, 2021 / TIM BAJARIN
Creative Strategies was founded in 1969 by Larry Wells and David Norman. They were both at SRI and saw a need for a dedicated tech market research firm. Together they created what, at that time, was one of the first real tech market research firms in the world that studied the impact of tech on…
APRIL 30, 2021 / CAROLINA MILANESI
In the first Galaxy Unpacked event ever dedicated to introducing new laptops, Samsung’s Head of Mobile Communications Business, Dr. TM Roh, presented the Galaxy Book Pro series. The Galaxy Book Pro and the Galaxy Book Pro 360 run on the 11th Intel Core processor and leverage a deep integration betwe
APRIL 29, 2021 / BEN BAJARIN
The only thing that keeps surprising me about Apple is that people keep being surprised by their ability to keep delivering great quarterly revenues. But, of course, I know the point I’m making is more of an industry and investor one since most of Apple’s customers pay no attention to their earnings
APRIL 25, 2021 / BEN BAJARIN
Yesterday, Intel announced a series of efforts that may one day be looked back at as foundational for their turnaround. Despite Intel being in a strong market position in many of the areas they compete in, the leadership zeal Intel once brought to the technology industry had been waning, and when it
APRIL 20, 2021 / CAROLINA MILANESI
At its Spring Loaded event held virtually on Tuesday, the very first thing Apple announced was a new Apple Card feature called Apple Card Family. Available in the U.S. in May, Apple Card Family allows two people to co-own an Apple Card credit card, merging their credit lines while building credit to
APRIL 4, 2021 / BEN BAJARIN
The last year has led to a number of what I call “COVID Epiphanies” by employees and employers. One of the main concerns I’ve heard was what the impact COVID would have to corporate culture going forward and how much more in control of their destiny employees will become. We have never seen such a…
MARCH 30, 2021 / BEN BAJARIN
Apple released AirPods Pro too much fanfare. We applied the Delight Scale to AirPods Pro and found customers were overwhelmingly happy with the experience and features. Condimentum et non penatibus sagittis ac duis mus enim a parturient ac faucibus convallis a ullamcorper parturient arcu a est poten
MARCH 23, 2021 / CAROLINA MILANESI
Today Microsoft announced the findings from its first annual Work Trend Index. Titled “The Next Great Disruption is Hybrid Work – Are We Ready?” the report uncovers seven hybrid work trends every business leader needs to know as we enter this new era of work. The report outlines findings from a stud
MARCH 10, 2021 / BEN BAJARIN
I want to add a perspective to the idea of augmented reality (AR) that I don’t hear discussed much. When most people, who are familiar with augmented reality, talk about AR, the concept is rooted in overlaying the digital world with the physical. Common use cases surrounding the AR vision include th
MARCH 3, 2021 / CAROLINA MILANESI
On day one of the winter edition of Ignite, Microsoft announced the launch of Microsoft Mesh, a new collaboration platform powered by Azure, that allows people to have a shared virtual experience on a variety of devices from Mixed Reality (MR) and Virtual Reality (VR) headsets to PCs and Macs and ph
FEBRUARY 26, 2021 / BEN BAJARIN
One of the biggest issues facing the tech industry right now is significant delays and a backlog of semiconductor foundries. Almost every tech category has seen a boost to demand, and that led to a dynamic of significant demand and not enough supply of semiconductors. While an unanticipated surge of
FEBRUARY 23, 2021 / CAROLINA MILANESI
There’s been a lot of excitement around the trajectory of PC sales in 2020. The pandemic clearly reinvigorated demand for PCs, and sales could have been even greater had the market not faced component shortages. Working from home, learning from home, and fighting boredom at home drove upgrades as w
FEBRUARY 10, 2021 / BEN BAJARIN
Helping Intel stay in the semiconductor manufacturing game should be among one of the highest priorities for all US-based technology companies. While TSMC is the leader in manufacturing process technology, they remain a geo-political risk should China decide to enforce its will on the region. Samsun
FEBRUARY 9, 2021 / CAROLINA MILANESI
So much has changed since the start of the pandemic. Our lives have been turned upside down in so many different ways and it isn’t over! Yet we find ourselves thinking about what it will be like when we are allowed back into the office, or back to school, or when we can travel again.…
FEBRUARY 4, 2021 / CAROLINA MILANESI
A lot has changed about how we work due to the pandemic. Whether we are working from home or at an essential business, technology has been supporting us at a time when how we interact with our coworkers and customers has drastically changed. Most of our interactions have moved online, which ironical
FEBRUARY 2, 2021 / BEN BAJARIN
Helping Intel stay in the semiconductor manufacturing game should be among one of the highest priorities for all US-based technology companies. While TSMC is the leader in manufacturing process technology, they remain a geo-political risk should China decide to enforce its will on the region. Samsun
DECEMBER 17, 2020 / CAROLINA MILANESI
This week marked the launch of Apple Fitness+, the workout service that Apple announced back in September, together with the new Apple One subscription bundle. I spent some time checking out the trainers and some of the videos across a range of workouts. While jumping around to check everything out
AUGUST 13, 2020 / BEN BAJARIN
Yesterday, news broke that the US Court of Appeals overturned the 2019 ruling in favor of the FTC over Qualcomm on antitrust behavior. There is so much to unpack in this ruling, many that have specific implications on future antitrust rulings, but also critical elements in IP protection law. I’ve wr
MARCH 15, 2020 / CAROLINA MILANESI
Since the start of the coronavirus outbreak, the conversation around remote work has been growing. It started with companies encouraging employees to stay at home. Within two weeks most companies, especially in tech, were mandating employees to work remotely and to suspend any business travel. Right
JANUARY 29, 2018 / BEN BAJARIN
In the wake of the Spectre and Meltdown, it seems odd to write a post making the point I hope to make today. However as hard as it may be to believe, we truly are entering the golden era of the semiconductor industry. I recall many personal conversations with Broadcom co-found Henry Samueli, where h
APRIL 20, 2015 / BEN BAJARIN
Marc Andreessen famously articulated that “software is eating the world”. However, embedded in this observation is the central point that, before software can eat the world, semiconductors must eat it first. Thanks to Moore’s Law, this is exactly what is happening. We are on a journey to not just co
MAY 28, 2013 / BEN BAJARIN
It’s the first time for both Betsy and me: she’s never given birth before and I’ve never helped a goat produce a kid. My heart races as I pace her pen, reviewing what I need to know to make sure she has a safe delivery. She seems as content in her…
