Research | Creative Strategies

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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Creative Strategies October 17, 2023

The Coming Spatial Computing Battle

Ben Bajarin

We are on the cusp of some interesting times in the technology industry as a battle is looming between Apple and Meta over spatial computing/mixed reality. In case it isn’t totally obvious, the battle will first begin as a war over words as Apple will look to standardize Spatial Computing and Meta w

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Creative Strategies October 16, 2023

The Future of Semiconductors (Logic): Transistor Design and Advanced Packaging

Ben Bajarin

This week on The Circuit, Ben Bajarin is joined by guest Huiming Bu Vice President, Global Semiconductor R&D. Below is a summary of the topics covered in their conversation. The semiconductor industry is currently in a period of unprecedented complexity and competition. As we look to the future, maj

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Creative Strategies October 11, 2023

Pixel 8 Pro: Google’s AI powered super phone

Max Weinbach

The Google Pixel 8 Pro is the tech giant’s latest flagship smartphone, and it is a device that truly pushes the boundaries of what we can expect from on-device artificial intelligence (AI). The driving force behind these advancements is the Tensor G3 chip, Google’s semi-custom-designed system on a c

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Creative Strategies October 9, 2023

IBM Watsonx – Scaling GenAI Responsibly

Ben Bajarin

IBM recently announced the general availability of WatsonX. Below is our thoughts on what is significant and a recap of the main announcements. What’s Significant With GenAI being a significant driver on enterprise interest, businesses still have more questions than answers in terms of how they wil

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Creative Strategies October 9, 2023

The Complex Dynamics of US-China Semiconductor Trade Restrictions

Ben Bajarin

This is a summary of the latest episode of The Circuit with Ben Bajarin and Jay Goldberg. Congress has recently raised concerns about open-source architecture RISC-V and the potential need for restrictions due to its use by Chinese companies. However, experts agree it will be extremely difficult to

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Creative Strategies October 6, 2023

An Automotive Shift Into Software Defined Vehicles

Ben Bajarin

Executive Summary The automotive industry is undergoing a major transition as original equipment manufacturers (OEMs) shift towards software-defined vehicles (SDVs). SDVs rely on integrated computing systems and software to manage core vehicle operations instead of mechanical controls. This transiti

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Creative Strategies October 6, 2023

HP Imagine 2023 Recap and Insights

Carolina Milanesi

During an analyst and press event held at its HQ’s Customer Experience Center in Palo Alto, HP showcased new hardware and services providing a glimpse of the opportunity the company has to deliver increased ROI as it leans into providing added value from the data captured by the devices customers us

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Creative Strategies October 4, 2023

Made by Google Announcement Recap and Insights

Max Weinbach

Today, Made by Google held their fall devices launch. Below is our thoughts on what is significant and the recap of the news. What’s Significant The key takeaway from Made by Google’s 2023 hardware event is the emphasis on improved AI and ML capabilities. Google announced 7 years of security updates

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