An update of the resurgent raw storage (HDD, NAND and DRAM) market with details of spending and capacity shipments from ITCandor. Read more »
Raw storage spending soars by 54% in Q2 2024 – the recovery continues
ITC spending reaches $1.865 trillion in Q2 2024 – the highest ever total
It may seem a long time ago, but it takes time to assess market movements. In this post I’ll pass on our findings about the size and growth of the ITC market in the second quarter (April to June) 2024. Read more »
Microprocessor shortages – reasons, data and solutions
A look at the causes of the shortages of microprocessors Read more »
Microprocessor chip sales $317 billion – highly profitable, but sluggish
I have a look at the microprocessor market in Q2 2019 Read more »
DevOps – trends and choices
A look at DevOps challenges in 2019 Read more »
The rise, rise, rise of cloud computing
An update on the growth and market shares of cloud computing by type, region and in context with other areas of enterprise IT spending Read more »
Microprocessors – the $308b backbone of the $6.6T ITC market
A summary of developments in the Q2 2018 microprocessor market Read more »
Mobile devices in Q2 2018 – ‘smart’ dominates, but we need something more secure
An update on the Q2 2018 market form smartphones and some ideas about the need for more secure devices Read more »
Broadcom bids for CA – enters the enterprise market
Some ideas on Broadcom's bid for CA 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 »
The profitability of Qualcomm and Broadcom/Avago
Decision time on the acquisition of Qualcomm by Broadcom/Avago may rest on calculations of profitability; however there's no simple way to work out a comparison Read more »
Broadcom, Qualcomm, NXP – fish, chips and globalisation
Globalised consolidation of the semiconductor industry threatens customer choice Read more »
Arcserve UDP spans virtual and physical system, disk and tape
Arcserve is a newly spun-off data protection software specialist Read more »