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Ben studies how technology transitions reshape competitive advantage and market structure, from semiconductors and AI infrastructure to adoption and business strategy.
What many of us believed was inevitable has finally come to pass. Nvidia’s bid to buy Arm has failed. This entire saga has been fascinating to follow. I have heard, or read, all the major arguments for and against this deal and there has been some truth to both sides of the arguments. But, ultimatel
ReadOur first research study of the year was an encompassing look at the modern employee experience from a range of vantage points. One of the lenses we looked through, and the one I want to focus on today, was employee experience as it relates to modern IT. Anyone who has worked at an organization big…
ReadCES 2022 has come to a close, and while many of us participated virtually, there was still a lot of news to take in. Like past years, there were some main themes that dominated the flow of announcements as all the major tech players set their sights on growing their business by expanding their offer
ReadThis year at CES, many of the dominant semiconductor companies, including four in my Silicon Big 5 list, showcased their latest solutions for 2022. When it came to core computing devices, both AMD and Intel showcased their latest chips for notebooks and desktops. But, what I found most fascinating f
ReadSpending time using and researching a wide range of products is part of our day job. Few things make us more excited than when we discover a truly amazing product that adds value to our life. Our passion for great products is also a reason we launched the Delight Scale this year. While not all…
ReadIt is becoming increasingly clear lately that the Nvidia acquisition of Arm faces more mountains to get approval. With the UK Competition and Market Authority as well as the FTC filing complaints, I struggle to see how the deal goes through without significant new remedy proposals from Nvidia on how
ReadThere are now more than a few examples of device repairability announcements to declare hardware repairability in specific categories a full-scale trend. Despite legislation like the Right to Repair Act, many companies have been moving toward device repairability for many years now. The two main cat
ReadThere has been an overwhelming focus on the so-called tech giants aptly named FAANG. With Facebook rebranding to Meta, this will be reorganized, but the acronym is for Facebook/Meta, Apple, Amazon, Netflix, and Google. The common thought was this group consisted of the tech companies driving the te
ReadAs of now, a handful of companies are being vocal about the Metaverse and the role they want to play in bringing it about. But, like all early trends, there are more questions than answers related to the Metaverse. So, while presenting early vision casting as companies like Microsoft, Nvidia, and Me
Read“The transition to Apple silicon is all about bringing its incredible performance, custom technology, and relentless focus on power efficiency to the Mac.” These were the succinct words spoken by Johny Srouji, Apple’s senior vice president of Hardware Technologies. Srouji kicked off the segment of A
ReadThe component shortage keeps making headlines as technology companies from every sector of the market are struggling to get the necessary components to meet their manufacturing needs and satisfy their customer demand. This makes for interesting thinking when you factor in the record-setting pace of
ReadFor years now, Apple’s tight integration of its products and Apple Silicon have evolved in lockstep. From my point of view as an analyst, and one that has been doing semiconductor industry analysis for over 20 years, Apple’s silicon strategy has been fascinating to analyze. From a big picture viewpo
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