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Metaverse Platforms
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 Meta (formerly Facebook) have…
Music to my…Home
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…
Apple Takes Mac Silicon to the Max
“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 Apple’s M1 Pro and M1 Max announcements and provided the…
The Seemingly Never Ending Chip Shortage
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 certain technology categories, like PCs and some smartphone brands, for…
Surface Laptop Studio: The First Convertible Worth Having
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 Surface Team announced…
iPhone 13 and Apple Silicon
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 viewpoint, Apple is not a semiconductor…