Four publications. One view of the technology stack.

Creative Strategies November 15, 2023

Microsoft Ignite: Full Stack AI

Ben Bajarin

At Ignite today, Microsoft unveils transformative AI advances across industries with next-gen cloud infrastructure and expanded copilot capabilities. Key Takeaways Microsoft’s Work Index report further confirms the significant productivity gains achieved with Copilot and AI software Microsoft is dou

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Creative Strategies November 13, 2023

Arm’s Latest Earnings: Things Learned and What’s Significant

Ben Bajarin

What’s Significant Despite a beat, Arm’s stock was down after hours. One of the main challenges we feel facing investors is Arm is better evaluated on a yearly basis and not a quarterly one. Investors were negative due to a lower-guide for the next quarter which hinges solely on the timing of a cust

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Creative Strategies November 13, 2023

Arm Earnings: What We Learned About Growth, Competition, and Investor Expectations

Ben Bajarin

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 expectatio

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Creative Strategies November 8, 2023

Apple Silicon and the Mac in the Age of AI

Ben Bajarin

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 limi

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Creative Strategies November 1, 2023

Apple, Qualcomm, Arm, x86 and Increased Silicon Competition

Ben Bajarin

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

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Creative Strategies October 31, 2023

Apple Mac Scary Fast Recap and Insights

Ben Bajarin

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

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Creative Strategies October 25, 2023

TSMC Earnings: Canary in the Coal Mine, Competition in Process Technology

Ben Bajarin

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

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Creative Strategies October 24, 2023

Qualcomm Snapdragon Summit: Oryon Sets the Table for PCs with AI

Ben Bajarin

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 pr

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Creative Strategies October 24, 2023

Qualcomm Snapdragon Summit: What’s new with Snapdragon 8 Gen 3

Max Weinbach

Today at Snapdragon Summit, Qualcomm announced their 2024 flagship mobile chipset: Snapdragon 8 Gen 3. Below is our thoughts on what is significant and a recap of the main announcements. What’s Significant: Gen AI is being a popular marketing term and also a differentiating factor for a lot of consu

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Creative Strategies October 24, 2023

Research Note: Our View on Report Nvidia and AMD Arm PC Chips

Ben Bajarin

The recent report from Reuters about Nvidia looking to make a push with an Arm PC chip has been a long time coming. We have known about Nvidia’s interests in this space for several years as a part of a broader CPU roadmap on Arm moving from data center to PC.  The report also highlights…

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Creative Strategies October 20, 2023

Arm Embraces the Custom Silicon Trend with Arm Total Design

Ben Bajarin

One of the biggest trends we have continued to reference is the move to custom silicon by numerous names in big tech. Almost every major player in technology has some aspect of custom silicon, and you would be hard-pressed to find a product or category in tech that is built purely from off-the-shelf

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Creative Strategies October 20, 2023

The Impact of US Export Controls on AI Semiconductor Landscape

Ben Bajarin

The US recently imposed new restrictions on exports of advanced semiconductors and manufacturing equipment to China. These new controls primarily target AI chips, equipment, and computing systems destined for Chinese companies working on national security projects. The new rules refine and expand on

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