Research Archive
Arm Earnings: What We Learned About Growth, Competition, and Investor Expectations
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 expectations and raised guidance for the full…
Apple Silicon and the Mac in the Age of AI
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 limits of current…
Apple, Qualcomm, Arm, x86 and Increased Silicon Competition
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 customized ARM core designs rather than off-the-shelf ARM…
Apple Mac Scary Fast Recap and Insights
What Was Significant Our view has consistently been that Apple’s ambition with the Mac business is to continue to grow to take share from Windows in the higher-end>$1000 segment of the laptop market. Apple, in the last few years, has hovered around 10% of WW PC sales, and while they have never been at 10%…
TSMC Earnings: Canary in the Coal Mine, Competition in Process Technology
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 that were slightly better than expected.Their…
Qualcomm Snapdragon Summit: Oryon Sets the Table for PCs with AI
What’s Significant Qualcomm has finally shared extensive details of their Oryon custom architecture purpose-built to take Arm-based Windows PCs to the next level. This is a result of years of work via their acquisition of Nuvia, and represents a significant moment for Qualcomm as they return to a proprietary custom Arm architecture. Overall, Qualcomm shared…