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 »
Softness in client device and raw storage sales creates challenges for IT spending in 2023
A look at the downturn in the ITC market in Q1 2023 Read more »
The profitability of chip suppliers
A look at profitability in the microprocessor industry Read more »
Global supply chain problems continue, extending hardware life cycles and second-hand sales
Many of us forgot how dependent the just-in-time delivery of IT and communications offerings was on a successful, growing economy. Disruptions in the last few years have largely been blamed the effects of the pandemic on component manufacturing, although we should also look at increased nationalism (Trump, Putin, Brexit, etc.) […] Read more »
Microprocessor shortages – reasons, data and solutions
A look at the causes of the shortages of microprocessors Read more »