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
Microprocessor chip sales $317 billion – highly profitable, but sluggish
I have a look at the microprocessor market in Q2 2019 Read more »
Broadcom bids for CA – enters the enterprise market
Some ideas on Broadcom's bid for CA 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 »