Insight Type: Market Coverage

October 9, 2020

Daniel Newman

Market Coverage

AMD’s Rumored Xilinx Acquisition: Interesting Move, But Not a Game Changer

AMD is allegedly deep in talks with Xilinx to acquire the chipmaker, which focuses on high end FPGA's for the datacenter.

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

October 9, 2020

Ron Westfall

Market Coverage

Lattice Semiconductor Defense Event: The Best Defense is a Clearly Differentiated FPGA Portfolio

Lattice’s ability to clearly differentiate its FPGA portfolio against formidable rivals such as Intel and Xilinx will power its ability to defend the company’s leadership position as the largest volume supplier of FPGAs globally, fortifying its supply chain reliability in delivering cutting edge integrated defense solutions. Now Lattice is firmly positioned to validate that its investments in areas such as AI, automation, and cloud computing will help fundamentally drive hardware and software innovation across the defense industry as well as other industries.

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

October 8, 2020

Daniel Newman

Market Coverage

IBM Spin-Off of Managed Infrastructure Services Signals “All-In” on Cloud

IBM surprised the market today by announcing a plan to spin-off its infrastructure managed services business to put more focus on cloud.

Digital Leadership & CIO, Hybrid Cloud, Infrastructure, and Operations

October 7, 2020

Daniel Newman

Market Coverage

Pros Emphasizes Self-Service as the Future of Commerce

At this year's annual Pros Outperform 2020 conference, the company put forward a vision of a future in b2b and b2c where self service leads.

Data Intelligence, Analytics, & Infrastructure, Enterprise Software, & Digital Workflows

October 7, 2020

Daniel Newman

Market Coverage

IP Judgement Against Cisco is Destined for Federal Appeal

Cisco was ruled against in a recent judgement awarded to Centripetal Networks to the tune of $1.9 Billion, but a federal appeal will follow.

Sustainability, Markets, and Policy

October 5, 2020

Daniel Newman

Market Coverage

NVIDIA Delivers Big AI Updates at its GTC 20 Conference

NVIDIA GTC 20 kicked off today and the company delivered a robust set of updates that focused on AI from edge to datacenter to cloud.

AI Platforms

October 2, 2020

Olivier Blanchard

Market Coverage

ICYMI: 2016 $15 Billion Judgment Against Apple Hangs on by a Thread Following General Court of the European Court of Justice Ruling

At the heart of the European Commission’s case against Apple (and by default, to some degree, against Ireland) is the fact that EU member States, under EU state aid rules, are prohibited from providing tax benefits to select companies. In 2016, the EC concluded that Ireland had granted illegally preferential and artificially low tax benefits to Apple.

Intelligent Devices

October 2, 2020

Ron Westfall

Market Coverage

Mavenir Buys ip.access to Attain Multi-G Portfolio

Mavenir’s acquisition of ip.access enables the company to exploit geopolitical shifts in key markets such as India, UK, and parts of Europe to advance its overall mobile ecosystem proposition, particularly in areas like multi-G OpenRAN and small cells. Moreover, Mavenir gains swift inroads into the enterprise private network and nontraditional network realms, further boosting its influence across the mobile industry. Now rivals will need to respond directly to Manevir’s purchase of ip.access.