A look at IBM's Telum II's features and implications for z17 due to be launched in 2025 Read more »
IBM announces Telum II – the processor for its next generation mainframe
The AI Alliance – values, nationalities and absentees
My look at the foundation of the AI Alliance Read more »
Microprocessor shortages – reasons, data and solutions
A look at the causes of the shortages of microprocessors Read more »
6. The only hardware spending growth will be on solid state disks and processors
The hardware market will decline by 2.0% overall and only two product types – solid state drives and processors – will grow in 2020 (please note that I have excluded OEM sales from this forecast). Mobile device will be the one on which we spend most, but it will be […] Read more »
Server market takes a pause in 2019 – still dominated by Windows and x86
A look at the server market in the first half of 2019 from ITCandor's research Read more »
Microprocessor chip sales $317 billion – highly profitable, but sluggish
I have a look at the microprocessor market in Q2 2019 Read more »
Lenovo battles HP for leadership of the $163b PC market
A look at PC market shares in shipment units, revenue and installed base in the Americas, Asia Pacific and EMEA Read more »
Microprocessors – the $308b backbone of the $6.6T ITC market
A summary of developments in the Q2 2018 microprocessor market Read more »
Microprocessor revenues grew 17.4% in Q1 2018 – welcome to the Digital Age!
An overview of this important supplier-to-supplier component business Read more »
AMD expands its x86 embedded processor lines – a targeted market approach
A look at AMD's target markets for its new embedded processors. Read more »
Meltdown and Spectre – 2.7b vulnerable devices and a $37b bill for mitigation
A look at the market consequences of mitigating against Spectre and Meltdown vulnerabilities Read more »
4. SaaS, IaaS, PaaS – the fastest growing offerings
Our fourth prediction for 2018 is that the three cloud service areas - PaaS, IaaS and SaaS will experience the strongest growth among the 29 separate offerings we track. Read more »
Broadcom, Qualcomm, NXP – fish, chips and globalisation
Globalised consolidation of the semiconductor industry threatens customer choice Read more »
ARM – the vendor that went up a hill and came down a mountain
As a Brit I'm enjoying ARM's success Read more »
IBM’s Q3 2014 results disappoint – speeds up transformation
Offloading chip fabrication to GlobalFoundries is just part of a move to higher-value business upset by poor Q3 2104 results Read more »
ARM In Servers – Hyperscale Or Hyperbole?
What are the chances of success for ARM chips in servers? We weigh up the pros and cons Read more »
AMD Announces Open 3.0 – Modular Server Motherboards For Large Workloads
AMD has announced Open 3.0 - a standard x86 server motherboard designed for large single workloads and sitting between generic and self-built machines Read more »
AMD APUs – How Balanced Systems Will Transform The PC Market
AMD has lunched a full set of APU chips which incorporate CPU, GPU and Northbridge components. Read ITCandor's views of its competitive position and the important changes this will make to the PC market, Read more »
Intel Strategy – Tick Tock, System On Chip, Atom, Security And Servers
Intel is one of the most important vendors in the ITC industry and yet is hard to understand - not least because of its need to predict distant user needs. Read ITCandor's analysis of its current strategy, complete with some admissions about what we got right and wrong over many years of forecasting. Read more »
Intel vPro – In Praise Of Fat Clients
Physical PCs have some interesting and developing advantages over virtual clients. Intel's vPro enhancements will be good for business as long as software companies address its new hardware additions. Read more »