Three publications. One view of the technology stack.

Creative Strategies February 26, 2021

Chip Shortages and Foundry Monopolies

Ben Bajarin

One of the biggest issues facing the tech industry right now is significant delays and a backlog of semiconductor foundries. Almost every tech category has seen a boost to demand, and that led to a dynamic of significant demand and not enough supply of semiconductors. While an unanticipated surge of

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Creative Strategies February 23, 2021

What Is Next For PC Sales?

Carolina Milanesi

There’s been a lot of excitement around the trajectory of PC sales in 2020.  The pandemic clearly reinvigorated demand for PCs, and sales could have been even greater had the market not faced component shortages. Working from home, learning from home, and fighting boredom at home drove upgrades as w

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Creative Strategies February 10, 2021

Why Apple Should Extend an Arm to Intel

Ben Bajarin

Helping Intel stay in the semiconductor manufacturing game should be among one of the highest priorities for all US-based technology companies. While TSMC is the leader in manufacturing process technology, they remain a geo-political risk should China decide to enforce its will on the region. Samsun

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Creative Strategies February 9, 2021

Hybrid Work Is Here To Stay, But Not Without An Effort

Carolina Milanesi

So much has changed since the start of the pandemic. Our lives have been turned upside down in so many different ways and it isn’t over! Yet we find ourselves thinking about what it will be like when we are allowed back into the office, or back to school, or when we can travel again.…

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Creative Strategies February 4, 2021

Microsoft Bets Big On Employee Experience And Launches Viva

Carolina Milanesi

A lot has changed about how we work due to the pandemic. Whether we are working from home or at an essential business, technology has been supporting us at a time when how we interact with our coworkers and customers has drastically changed. Most of our interactions have moved online, which ironical

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Creative Strategies February 2, 2021

Why Apple Should Extend an Arm to Intel

Ben Bajarin

Helping Intel stay in the semiconductor manufacturing game should be among one of the highest priorities for all US-based technology companies. While TSMC is the leader in manufacturing process technology, they remain a geo-political risk should China decide to enforce its will on the region. Samsun

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Creative Strategies December 17, 2020

Apple Fitness+ Built to Help You Keep Fit Wherever You Are

Carolina Milanesi

This week marked the launch of Apple Fitness+, the workout service that Apple announced back in September, together with the new Apple One subscription bundle. I spent some time checking out the trainers and some of the videos across a range of workouts. While jumping around to check everything out

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Creative Strategies August 12, 2020

Qualcomm Vindicated and Enlightened Antitrust

Ben Bajarin

Yesterday, news broke that the US Court of Appeals overturned the 2019 ruling in favor of the FTC over Qualcomm on antitrust behavior. There is so much to unpack in this ruling, many that have specific implications on future antitrust rulings, but also critical elements in IP protection law. I’ve wr

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Creative Strategies March 15, 2020

Working from home is great for diversity. Let’s keep it going

Carolina Milanesi

Since the start of the coronavirus outbreak, the conversation around remote work has been growing. It started with companies encouraging employees to stay at home. Within two weeks most companies, especially in tech, were mandating employees to work remotely and to suspend any business travel. Right

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Creative Strategies January 29, 2018

The Semiconductor Golden Era

Ben Bajarin

In the wake of the Spectre and Meltdown, it seems odd to write a post making the point I hope to make today. However as hard as it may be to believe, we truly are entering the golden era of the semiconductor industry. I recall many personal conversations with Broadcom co-found Henry Samueli, where h

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Creative Strategies April 20, 2015

Semiconductors are Eating the World

Ben Bajarin

Marc Andreessen famously articulated that “software is eating the world”. However, embedded in this observation is the central point that, before software can eat the world, semiconductors must eat it first. Thanks to Moore’s Law, this is exactly what is happening. We are on a journey to not just co

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Creative Strategies May 28, 2013

The iPhone Is My Midwife

Ben Bajarin

It’s the first time for both Betsy and me: she’s never given birth before and I’ve never helped a goat produce a kid. My heart races as I pace her pen, reviewing what I need to know to make sure she has a safe delivery. She seems as content in her…

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