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iPhone 16e Positioning in the Market and Apple C1 Strategy
Today Apple officially announced the newest member of the iPhone family, which includes the newest member of the Apple silicon family: the C1 (Cellular 1), their first-party Apple-designed cellular modem. iPhone 16e Position in the Market Where does the new iPhone fit in the current iPhone lineup is one of the main questions that has…
AMD’s AI Accelerator Business: Puts and Takes
AMD’s 60% CAGR guidance for the AI accelerator TAM is something of a double-edged sword. On one hand, it reinforces confidence in the long-term expansion of the AI market. On the other, it implicitly suggests that AMD’s Instinct growth will track similarly. AMD recently decided to stop breaking out Instinct revenue, suggesting they don’t want…
Cisco’s Strategic Push into AI Infrastructure and Security at Cisco Live EMEA 2025.
At this year’s Cisco Live EMEA, the networking giant unveiled a comprehensive strategy that signals a decisive move into the AI infrastructure space while reinforcing its traditional strengths in networking and security. The announcements represent not just product updates, but a fundamental shift in how Cisco envisions the future of enterprise IT infrastructure and the…
Reasoning Models and DeepSeek, Semis Implications
Much ink has already been spilled about DeepSeek, yet the conversation tends to skew either highly technical or completely surface-level. This research report delivers an accessible yet technically grounded analysis of the DeepSeek R1 paper, highlighting its implications for the semiconductor industry. Let’s start with context, and then we’ll unpack key paragraphs from the paper.…
DeepSeek Pulls Forward Copilot+ PC adoption
What DeepSeek means for Microsoft Copilot+ PCs, Qualcomm & Arm, Copilot+ Cloud cannibalization The trajectory of generative AI in consumer devices has always been a matter of when, not if. DeepSeek’s distilled R1 models suggest on-device AI is coming sooner than anticipated. I’ve written extensively about the benefits of multimodal LLMs for mobile and hands-free…
Creative Strategies Welcomes Austin Lyons to the Team
We at Creative Strategies, Inc. are excited to announce that Austin Lyons, the author of the popular semiconductor newsletter Chipstrat is joining our distinguished team. Austin joins the team after spending 2 years at John Deere as a product manager working on the autonomous tractor team. He also previously worked as a hardware engineer at…
