Category: Semiconductors, Supply Chain, & Emerging Tech

August 13, 2020

Daniel Newman

Market Coverage

Intel Architecture Day 2020 Delivers A Boost For The Company

On the heels of some challenging delays of its 7nm solutions, Intel delivered good vision for its prospects on its annual architecture day.

Semiconductors, Supply Chain, & Emerging Tech

August 7, 2020

Ron Westfall

Market Coverage

Marvell’s Borderless Enterprise Portfolio Gets Safer and Smarter

Marvell is delivering the differentiation needed to broaden its market presence in the networking switches and PHY segment, especially against competitors including arch-rival Broadcom. Through embedded security and enabling end-to-end performance gains needed to scale borderless enterprise networking, Marvell strengthens its ability to drive borderless enterprise builds and evolution.

Digital Leadership & CIO, Semiconductors, Supply Chain, & Emerging Tech

August 6, 2020

Daniel Newman

Market Coverage

MLPerf Update: NVIDIA Pushes The Boundaries of the GPU

NVIDIA maintains its market leadership for MLPerf based upon its most recent benchmarks on its newest A100 Tensor Core GPU.

AI Platforms, Digital Leadership & CIO, Semiconductors, Supply Chain, & Emerging Tech

July 28, 2020

Daniel Newman

Market Coverage

AMD Firing On All Cylinders as Tech Continues to Outperform

AMD had a very strong quarter that included a beat on revenue and earnings as well as double digit YoY growth. A sign of strength amidst the slowed economy.

Digital Leadership & CIO, Hybrid Cloud, Infrastructure, and Operations, Semiconductors, Supply Chain, & Emerging Tech

July 28, 2020

Olivier Blanchard

Market Coverage

Qualcomm’s New Quick Charge 5 Technology Can Safely Charge Your Phone to 100% in the Time it Takes to Shower

Qualcomm’s Quick Charge was already the number one fast-charging solution in mobile, with over 1,000 unique accessories, over 250 mobile devices, and healthy expansion into adjacent technology categories like tablets, speakers, and drones. By leaning more on USB-PD, Qualcomm appears to be looking more to enable the entire industry than unique OEMs.

Intelligent Devices, Semiconductors, Supply Chain, & Emerging Tech

July 28, 2020

Daniel Newman

Market Coverage

Intel Engineering Chief Departs Following 7nm Delays

Intel CEO Bob Swan announced some major leadership changes following last week's earnings and 7nm delays. What do the changes mean?

Semiconductors, Supply Chain, & Emerging Tech

July 25, 2020

Ron Westfall

Market Coverage

Marvell Crystallizes its Custom ASIC Portfolio and Market Message

Marvell’s new Custom ASIC portfolio unveiling showcases Marvell’s successful and rapid execution of the Avera Semi execute acquisition, fortifying the company’s goal of becoming the one-stop semiconductor infrastructure provider for its customers and partners. Through differentiation in key areas such as continuous delivery of IP and advanced technology across its top-priority market segments and executing first-time right capabilities across a dynamic range of business models, Marvell is ready to move the market needle ore, especially in the customer ASIC and data infrastructure semiconductor market segments.

Digital Leadership & CIO, Semiconductors, Supply Chain, & Emerging Tech

July 23, 2020

Daniel Newman

Market Coverage

Intel Deliver Strong Q2 But Leaves Some Questions For Investors

Intel delivered a strong growth in its fiscal Q2, but Wall Street showed some resistance as delays in the company's next gen processors continue.

Semiconductors, Supply Chain, & Emerging Tech

July 23, 2020

Daniel Newman

Market Coverage

What Could an NVIDIA Acquisition of ARM Mean for Semiconductors?

Rumors have emerged of a possible takeover of ARM by NVIDIA. What would this mean for ARM and for Semiconductors in general?

AI Platforms, Semiconductors, Supply Chain, & Emerging Tech

July 22, 2020

Olivier Blanchard

Market Coverage

ICYMI: Qualcomm’s New Snapdragon Wear 4100+ Brings Significant Performance Improvements to Android Smartwatches

Performance improvements aside, I can’t help but sense that the android smartwatch ecosystem is being somewhat hamstrung by a lack of interest, perhaps from Google, to really focus on beating Apple at its own game.