Three publications. One view of the technology stack.

Creative Strategies September 23, 2023

Copilot: Microsoft’s Foray into Integrating AI in Everyday Life

Carolina Milanesi

In a recent event in New York, Microsoft unveiled Microsoft Copilot, an AI companion that creates a unified experience across various Microsoft platforms apps and services. Microsoft Copilot promises a unique blend of web intelligence, work data context, and real-time PC activity to enhance user ass

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Creative Strategies September 22, 2023

Microsoft’s Fall Windows and Surface Event Recap and Analysis

Ben Bajarin

On September 21st, 2023 Microsoft held their fall event focusing on new capabilities of Windows around AI and launching new Surface hardware. Below are our thoughts on what was significant and a recap of the main news. What’s Significant Microsoft continues to weave AI into the total experience with

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Creative Strategies September 22, 2023

Amazon Event Announcement Recap and Insights

Ben Bajarin

Amazon held its fall devices event and launched a number of new products that showcased their commitment to the consumer devices category. Below are our thoughts on what stood out and a summary of the main device announcements. What Significant In our view, the main push is the continued investment

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Creative Strategies September 21, 2023

Thinking about AI

Ben Bajarin

A few weeks ago, I gave a presentation summarizing my current thoughts and observations related to this AI moment we are observing.  The most important caveat here is we are in one of those moments where there are more questions than answers, and all we can do is rely on our experience and historica

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Creative Strategies September 21, 2023

Intel’s Ambitions to Lead in Advanced Packaging

Ben Bajarin

– Overview of Intel Packaging Solutions – Intel Announces Glass Substrates – Details on Glass Substrates and Intel’s Ambition to Lead – Why It’s Significant

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Creative Strategies September 18, 2023

Apple A17 Pro, Arm IPO, Huawei Kirin 9000, China’s Ambitions

Ben Bajarin

This is an overview of the topics covered in episode 34 of The Circuit hosted by Ben Bajarin and Jay Goldberg. Here is an expanded summary report on the key semiconductor stories discussed in the podcast: Arm IPO Arm, the leading licensor of processor architectures, successfully completed its initia

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Creative Strategies September 13, 2023

Apple Fall Wonderlust Event Report

Ben Bajarin, Carolina Milanesi

Apple held its annual iPhone event on September 13th, 2023, to announce the new iPhone 15 lineup, Apple Watch Series 9, and Apple Watch Ultra 2. This report provides an overview of the key announcements and new products revealed at the event, as well as analyst insights on what was significant from

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Creative Strategies September 11, 2023

The Land of IoT

Ben Bajarin

This is a summary of the most recent episode of the Circuit with Ben Bajarin and Jay Goldberg. On this episode, guest Stacey Higginbotham shared her excellent insights into the land of IoT.   The Internet of Things (IoT) refers broadly to adding computing power and connectivity to everyday objects a

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Creative Strategies September 7, 2023

Research Report: WWDC 2023

Max Weinbach

Apple’s Worldwide Developers Conference (WWDC) is an annual event that brings together developers from around the world to learn about the latest innovations in Apple’s software platform. The event is typically held in June, and it usually features a keynote address by Apple CEO Tim Cook, as well as

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Creative Strategies September 5, 2023

Nvidia and the AI Raging Bull

Ben Bajarin

Ben Bajarin and Jay Goldberg discussed Nvidia’s latest earnings report and the state of the AI market on a recent episode of their podcast, The Circuit. Key points from the podcast: – Nvidia reported very strong Q2 earnings, crushing expectations. Demand was unprecedented despite pre-quarter debates

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Creative Strategies September 5, 2023

The Gate-All-Around (GAA) Revolution in Chip Design

Ben Bajarin

This research report analyzes the upcoming transition from FinFET to gate-all-around (GAA) transistor architecture and the significant implications for semiconductor manufacturing equipment and processes. Key findings include: – GAA represents the biggest change in logic chip design since the introd

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Creative Strategies August 28, 2023

Arm F1, and IPO Prospects

Ben Bajarin

This summary is from Episode 31 of The Circuit, which analyzed the Arm F1 filing.   Chip design firm Arm Holdings recently filed for an initial public offering (IPO), marking a return to the public markets after being acquired by SoftBank in 2016. Arm licenses processor architectures and chip design

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