Research | Creative Strategies

Microsoft reported a 33% increase in profit and an 18% increase in revenue for the latest quarter. Investors are eager to see the company’s heavy heavy bet on artificial intelligence pay off. Key Takeaways Microsoft is steadily positioning itself as a critical enterprise partner for AI-driven busine

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Creative Strategies January 31, 2024

Research Note: AMD Earnings and Managing AI Growth Expectations

Ben Bajarin

AMD released strong earnings for the quarter and strong optimism on growth for the year. Investors were hoping for more growth, which outlines the current challenge of many companies to manage investor expectations around AI as a whole, not just their company’s outlook. Key Takeaways AMD raised its

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Creative Strategies January 30, 2024

Exploring Apple Vision Pro: A Personal Journey

Carolina Milanesi

After spending a week with the Apple Vision Pro, here are my first impressions of the device. While certain aspects may feel familiar to those accustomed to VR headsets, the blend of exceptional image clarity and superior sound quality elevates the overall experience to a new level of immersion. Use

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Creative Strategies January 25, 2024

Intel Earnings Note & Postive IFS News

Ben Bajarin

Intel announced earnings today that despite the weak guide sets them up for a strong 2024 and the full road to recovery and leadership looks to continue to be clear. Key Takeaways Continued execution of 5 nodes in 4 years remains on track Product recovery in data center and client leads to strong pr

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Creative Strategies January 22, 2024

Delight Scale Product Rating = Oculus Quest

Ben Bajarin

We recently surveyed owners of Oculus Quest VR headsets in order to gauge their sentiment regarding the overall product experience of the Meta Oculus Quest as a product. As we suspected, owners of the Meta Quest were overwhelmingly positive about the device, and the core experiences. Perhaps most in

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Creative Strategies January 19, 2024

Highlights from CES for the Semiconductor Landscape

Ben Bajarin

In this episode of The Circuit, Ben Bajarin and Jay Goldberg discuss their experience at CES and the presence of AI in various products. They explore the evolution of massage chairs and the AI wash in the industry. They also analyze the two tracks of AI at CES, with a more muted presence in big…

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Creative Strategies January 18, 2024

TSMC Earnings Sets Stage for Strong 2024

Ben Bajarin

TSMC latest earnings commentary provides a positive outlook for the semiconductor industry in 2024. Key Takeaways Revenue Growth Forecast: TSMC expects 2024 to be a year of healthy growth with a projected increase in revenue of low-mid 20% in US$ terms. This growth is expected to outperform the wide

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Creative Strategies January 17, 2024

Galaxy S24 Samsung Unpacked: Mobile AI is Here

Max Weinbach

Today’s Galaxy Unpacked was Samsung’s first event that focused more on software and AI experiences over their new hardware. It was clear through the event that Google and Samsung’s partnership got stronger with AI, with some first and only experiences powered by Google and Google Cloud. Key Takeaway

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Creative Strategies December 27, 2023

Big Debates/Questions for 2024

Ben Bajarin

Rather than an end of year predictions piece, I find it is more helpful to look at what some of the big debates/questions for 2024 will be surrounding the technology industry. Winners in AI We are at the beginning of an infrastructure build-out cycle very much similar to similar build-outs around th

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Creative Strategies December 15, 2023

Intel AI Everywhere: Architectural Leaps Set the New Foundation

Ben Bajarin

Intel’s AI Everywhere event showcased the formal launch of Intel Core Ultra and their next-generation server CPU. The event highlighted a turning point for Intel regarding product architecture and manufacturing. Key Takeaways Intel emphasized its scale as one of the key reasons it will play a sig

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Creative Strategies December 11, 2023

Lattice Developer Event: Continuing to Lead in Low-Power FPGA Performance

Ben Bajarin

At Lattice’s first developer event, the company continues to exercise its lead in mid to low range FPGAs with continued emphasis on low-power FPGA performance. Lattice Semiconductor estimates the amount of FPGAs to be deployed over the next 10 years to ~10B and their latest developer conference demo

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Creative Strategies December 7, 2023

AMD Advancing AI Event: All Eyes on MI300X

Ben Bajarin

Yesterday, AMD held an event launching a range of new products focused on AI as the event was themed Advancing AI. Key Takeaways increased its AI Accelerator TAM outlook to $400B+ in 2027 (up from $150B) driven by a faster pace of AI infrastructure buildout MI300X Official Launch with detailed specs

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