As I predicted last quarter the Information Technology and Communications market continues to grow. In total revenues reached $1.9 trillion (the highest of any quarter in history) in the quarter and $7.4 trillion in the year to the end of September – up 5% and 3% respectively. Net profit, however […] Read more »
Raw storage spending soars by 54% in Q2 2024 – the recovery continues
An update of the resurgent raw storage (HDD, NAND and DRAM) market with details of spending and capacity shipments from ITCandor. Read more »
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 »
The ITC market in first quarter 2024 – moving on up
A look at the size and growth of spending, revenue and net profit across the whole ITC market in first quarter 2024 Read more »
The raw storage market returns to growth… will it be ‘exponential’?
My forecast for hard disk drive, NAND and DRAM markets following two ywars of steep decline Read more »
Q2 2023 ITC spending – declines in memory and devices, growth in AI hardware
A look at the major spending movements in the UTC market workdwide in Q2 2023 Read more »
Raw storage in 2021 reaches 3.6ZB capacity, $182B spending, 1B shipments
A look at the raw storage market for HDD, NAND and DRAM in 2021 Read more »
Storage systems hardware and software, raw storage trends and market shares
My latest shares, trends and analysis of the global storage market Read more »
Microprocessor shortages – reasons, data and solutions
A look at the causes of the shortages of microprocessors Read more »
Microprocessors – the $308b backbone of the $6.6T ITC market
A summary of developments in the Q2 2018 microprocessor market Read more »
Storage in Q2 2018 – ‘system’ stagnant, ‘raw’ booms with 2 Zetabytes shipped
A look at the on-going development of the storage market in Q2 2018 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 »
Storage markets surge in Q1 2018
I look at the Q1 2018 raw and systems storage markets. Read more »
Storage – the raw v system dichotomy
Some 2017 sizing, shares and forecast from ITCandor's storage research Read more »
Storage systems down, disk drives up, solid state booms in Q2 2017
A post on the latest Q2 2017 market growth, shares and successes of the raw and systems storage. Read more »