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Creative Strategies
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Creative Strategies
CES 2022: The PCs Showcase Aims at Maintaining PC momentum
CES has been traditionally a sound stage for PC manufacturers to showcase what is coming to market for the first 6 to 9 months of the year ahead. However, as the show has broadened its scope and PCs lost their shine over the past few years, fighting for attention was much more difficult. This year,…
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Creative Strategies
Tech Products I Loved in 2021
Spending time using and researching a wide range of products is part of our day job. Few things make us more excited than when we discover a truly amazing product that adds value to our life. Our passion for great products is also a reason we launched the Delight Scale this year. While not all…
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Creative Strategies
Save Arm!
It is becoming increasingly clear lately that the Nvidia acquisition of Arm faces more mountains to get approval. With the UK Competition and Market Authority as well as the FTC filing complaints, I struggle to see how the deal goes through without significant new remedy proposals from Nvidia on how
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Creative Strategies
The Necessity of Device Repairability
There are now more than a few examples of device repairability announcements to declare hardware repairability in specific categories a full-scale trend. Despite legislation like the Right to Repair Act, many companies have been moving toward device repairability for many years now. The two main cat
Read researchThe Silicon Big Five
There has been an overwhelming focus on the so-called tech giants aptly named FAANG. With Facebook rebranding to Meta, this will be reorganized, but the acronym is for Facebook/Meta, Apple, Amazon, Netflix, and Google. The common thought was this group consisted of the tech companies driving the te
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Creative Strategies
Metaverse Platforms
As of now, a handful of companies are being vocal about the Metaverse and the role they want to play in bringing it about. But, like all early trends, there are more questions than answers related to the Metaverse. So, while presenting early vision casting as companies like Microsoft, Nvidia, and Me
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Creative Strategies
Music to my…Home
This week at a second Apple Event in just over a month, Apple launched the 3rd generation AirPods, HomePod Mini in new colors, two new chipsets, M1 Pro and M1 Max and two new MacBook Pro. You can find my colleague Ben’s take on the M1 Pro and M1 Max here. Apple also launched a…
Read researchApple Takes Mac Silicon to the Max
“The transition to Apple silicon is all about bringing its incredible performance, custom technology, and relentless focus on power efficiency to the Mac.” These were the succinct words spoken by Johny Srouji, Apple’s senior vice president of Hardware Technologies. Srouji kicked off the segment of A
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Creative Strategies
The Seemingly Never Ending Chip Shortage
The component shortage keeps making headlines as technology companies from every sector of the market are struggling to get the necessary components to meet their manufacturing needs and satisfy their customer demand. This makes for interesting thinking when you factor in the record-setting pace of
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Creative Strategies
Surface Laptop Studio: The First Convertible Worth Having
I am not one for sensationalistic titles when talking about a product, but I must admit talking about the new Surface Laptop Studio like the first convertible worth having is the best way to summarize how I feel about this product. At what has now become an annual Fall appointment, the Microsoft Sur
Read researchiPhone 13 and Apple Silicon
For years now, Apple’s tight integration of its products and Apple Silicon have evolved in lockstep. From my point of view as an analyst, and one that has been doing semiconductor industry analysis for over 20 years, Apple’s silicon strategy has been fascinating to analyze. From a big picture viewpo
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Creative Strategies
Putting Apple’s California Streaming Into Context
As is always the case with high-profile launches, we got to Apple’s California Streaming event with plenty of rumors to consider. Of course, most of what was expected did materialize on stage, but many of the details certainly helped paint a much better picture of Apple’s view of the market and how
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The Diligence Stack
AI’s Inference Era of Ferment
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The Diligence Stack
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NPO State of the Union
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Build Your Own DRAM Supply Model
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AMD on Agentic CPUs, and Why There's No One Size Fits All
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The Heart of Tech
Meta Bought Its Way Out of a Bad Two Weeks
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The Heart of Tech
The DMA Is Opening the Phone Faster Than Anyone Can Secure It
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The Heart of Tech
When Climate AI Has to Measure Its Own Cost
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The Heart of Tech