Three publications. One view of the technology stack.

Creative Strategies August 21, 2023

The Competitive Landscape in the Global Semiconductor Foundry Industry

Ben Bajarin

This is a summary of Episode 30 of the Circuit with Ben Bajarin and Jay Goldberg. The semiconductor foundry business plays a crucial role in supplying leading-edge chips for everything from smartphones to data centers. As demand for semiconductors continues to grow, there is increasing attention on

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Creative Strategies August 15, 2023

The Globalization of Semiconductors: Challenges of Onshoring Production

Ben Bajarin

This brief highlights the main points discussed by Ben Bajarin and Jay Goldberg on Episode 29 of The Circuit. Semiconductors have emerged as an area of intense economic and political focus in recent years. With countries around the world seeking to reshore production capacity, the industry faces maj

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Creative Strategies August 7, 2023

The Rise of Custom Silicon

Ben Bajarin

This is an excerpt from the latest Episode of The Circuit with Ben Bajarin and Jay Goldberg.   While much of the technology industry relies on merchant silicon from companies like Intel, AMD, and Nvidia, research shows more major players are quietly turning to custom chip designs. In a recent discus

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Creative Strategies July 27, 2023

Samsung’s Unpacked: Redefining the Future – The Responsibility of Shaping a Market

Carolina Milanesi

Since Monday, I’ve been in South Korea to meet with Samsung’s executives and attend Samsung Unpacked. What has become the summer appointment with foldable saw the arrival of the 5th generation of the Galaxy Z Fold and the Galaxy Z Flip. These two devices hit the market as competition from brands suc

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Creative Strategies July 17, 2023

The AI Semiconductor Opportunity

Ben Bajarin

This is a highlight summary of Episode 26 of The Circuit with Ben Bajarin and Jay Goldberg.     Industry analysts recently debated the impact of AI on the semiconductor market and which companies stand to benefit most from this disruptive trend. They see three critical questions shaping the AI chip

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Creative Strategies July 15, 2023

Navigating the Path to a Trillion-Dollar Semiconductor Industry

Ben Bajarin

This is a highlight overview of Episode. 25 of The Circuit with Ben Bajarin and Jay Goldberg   The semiconductor sector has set its sights on reaching $1 trillion in annual sales by 2030, more than doubling its current market size. However, industry experts warn this ambitious goal faces no shortage

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Creative Strategies July 5, 2023

Arm Chips Look to Expand Data Center Presence

Ben Bajarin

This is a highlight summary of Episode 24 of the Circuit with Ben Bajarin and Jay Goldberg.     Arm-based processors have conquered the mobile world, powering nearly all smartphones and tablets globally. Yet the architecture has struggled to make similar inroads into data center servers, where Intel

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Creative Strategies July 5, 2023

Apple Vision Pro Timing Debate

Ben Bajarin

A question I’m hearing coming up more frequently is about the timing of Apple Vision Pro. Before launch, my primary question for Apple launching a head-worn computer was, why now? While I agree with a broad consensus that there is a market for head-worn computers, I perhaps differ slightly with the

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Creative Strategies June 17, 2023

The Semiconductor Cycle: Cautious Optimism Amid Market Softness

Ben Bajarin

The semiconductor industry is known for its cyclical nature, and we currently seem to be in a down part of the cycle according to recent earnings reports from major chipmakers. Both consumer and enterprise markets are soft right now, leading to reduced spending on PCs, smartphones, and data center i

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Creative Strategies June 13, 2023

Why users are switching from Windows PC to Mac

Max Weinbach

Apple’s Mac sales are at all time highs with pretty major growth, while there may be some post-pandemic correction in play for the whole PC market, the overall trajectory of Mac sales is looking great. Apple is doing something right with the Mac to convince PC users to switch from Windows PC to Mac.

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Creative Strategies June 6, 2023

Apple Vision Pro: Computing Without Borders

Ben Bajarin

For the entire history of software development, developers have been constrained by the device screen size they are creating apps for. This is the paradigm shift in software creation Apple hopes to accomplish with Apple Vision Pro.  Apple intentionally has stayed away from terms like VR or metaverse

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Creative Strategies May 25, 2023

The Developer Battle and On-Device AI Compute

Ben Bajarin

This is essentially two different but interlinked analyses of the opportunity looming for AI development. On the back of Microsoft BUILD, where Microsoft outlined the fundamental computing platform shift we are witnessing, I wanted to set the broader market context, opportunity, and evolution of com

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