Research Archive
Arm Embraces the Custom Silicon Trend with Arm Total Design
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 silicon. Your…
The Impact of US Export Controls on AI Semiconductor Landscape
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 previous export controls from October 2022. One major change is the addition…
IBM Watsonx – Scaling GenAI Responsibly
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 will deploy, manage, and secure their company’s proprietary data.…
An Automotive Shift Into Software Defined Vehicles
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 transition presents opportunities and challenges for OEMs and suppliers. This report analyzes the key drivers catalyzing this…
HP Imagine 2023 Recap and Insights
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 use. What’s Significant Two devices…
Made by Google Announcement Recap and Insights
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 for the Pixel 8…