Category: Semiconductors and Components

January 29, 2020

Daniel Newman

Research Note

Cloud Momentum Powers Another Huge Quarter for Microsoft

Microsoft's second quarter for FY 2020 saw the company's momentum continue as Cloud, Productivity and personal computing all show growth.

Cloud, Hybrid Cloud, Infrastructure, and Operations, Processors, Semiconductors and Components

January 29, 2020

Daniel Newman

Research Note

Semiconductors Are Hot, But Was Q4 EPYC for AMD?

AMD wrapped up its fiscal year with an earnings beat and a 4% revenue growth. The client business saw huge growth, but the enterprise business stalled. A look at the numbers.

Processors, Semiconductors and Components

January 24, 2020

Daniel Newman

Research Note

Strong Q4 Earnings For Intel Confirm That Woes Are Greatly Overstated

Intel outperformed in the 4th quarter of its fiscal year with big revenue beats on data center and a surprise performance in Client Compute. Analyzing Q4.

Cloud, Hybrid Cloud, Infrastructure, and Operations, Processors, Semiconductors and Components

January 8, 2020

Daniel Newman

Research Note

AMD Focuses In On Laptops But Can It Expect Big Gains in Market Share?

AMD has made a few runs into mobile in the past, each ending badly. However, this time feels different as the company launches its new Mobile Chips.

5G, Processors, Semiconductors and Components

January 6, 2020

Daniel Newman

Analyst Insight

Cisco’s Internet for the Future Is Built on Breaking History’s Limitations

An in depth look at Cisco's Internet for the Future strategy, its new SiliconOne and how the company can scall OTT and Service Providers in 2020 and beyond.

5G, Communications Networks, Semiconductors and Components

January 3, 2020

Daniel Newman

Research Note

Intel Announces Horse Ridge Establishing Its Place In Quantum Computing

Intel annoucned a SoC control chip code name Horse Ridge to establish its place in helping the industry build superconducting Quantum Computers.

Emerging Technologies, Quantum Computing, Semiconductors and Components

December 11, 2019

Daniel Newman

Analyst Insight

NVIDIA Is Poised to Dominate the AI Inferencing Chipset Market through 2021

NVIDIA continues to flex its technical muscle in Artificial Intelligence (AI) to seize new opportunities in the fast-growing chipset market. Long known as the powerhouse of AI “training” solutions, the company has recently been pushing into the adjacent—and potentially much larger—market for AI “inferencing” products. What does that mean for the future of the AI wars? Let’s take a look.

5G, AI, Processors, Semiconductors and Components

December 5, 2019

Olivier Blanchard

Analyst Insight

Qualcomm’s Snapdragon Summit Day 2: First thoughts about the Snapdragon 865

5G, AI, Digital Transformation, Security, Semiconductors and Components

September 20, 2019

Daniel Newman

Analyst Insight

Qualcomm Introduces Cloud AI 100 Powering Cloud Inference

This week at the AI Hardware Summit, Qualcomm demonstrated its Cloud AI 100 inference chip that will be available in 2020. Analyzing this weeks introduction.