Patrick Moorhead

Patrick Moorhead was ranked the #1 technology analyst in the U.S., Europe, and the U.K. by Apollo Research in January ’14 and is one of the most cited technology analysts in the world.

Intel Foundry Services Announces MediaTek As First Wafer Customer

It has been over a year since Intel CEO Pat Gelsinger announced Intel’s re-entry into the foundry business with Intel Foundry Services. Late last month, Intel announced that the company gained its first official wafer fabrication customer with MediaTek. Although other companies like Amazon and Qualcomm have signed up to use packaging and processing technology, MediaTek is …

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MemryX Is A New AI Company We Actually Need

Artificial Intelligence (AI) is all around us, in the cars we drive to the smartphones we use, powering our most favored or despised apps. Consequently, one of the major growth drivers in the semiconductor industry is AI. It’s everywhere and revolutionizing the way humans interact with the modern world, from the datacenter to the device …

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Arm Partners With Cruise To Advance Autonomous Driving Support

As we pass the midpoint of 2022, the possibility of seeing autonomous, driverless vehicles at scale throughout major cities in the United States seems more attainable than ever. I have covered self-driving vehicles for years now, and it’s not an easy puzzle to solve. There are many considerations to balance, including compute performance, power consumption, …

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Moor Insights & Strategy Two week update ending August 19, 2022

I hope you all had a great couple of weeks.  This week, Steve will be attending Hot Chips. I will be attending an advisory day in Seattle and Zoom’s analyst day in San Jose. Next week, Matt, Steve, and Will will be in San Francisco for VMware Explore. I will remotely attend Explore and physically …

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Micron Proving Its NAND Leadership By Shipping World’s First 232-Layer Device

This week, Micron announced that it began production of its 232-Layer NAND. I was given a chance to sit down with Jeremy Werner, Corporate Vice President and General Manager of Micron’s Storage Business Unit, to discuss the significance of this feat and how it addresses increasing demands on storage.  Micron is a leader in storage …

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Amazon Increased Output In 2021 Orders Of Magnitude More Than Carbon Emissions

The world is in an interesting place right now related to the environment. Simultaneously, the debate rages on in the digital town squares, we are experiencing heat waves this summer, and the EU is trying to go greener yet held energy hostage by Russia’s natural gas. OK, maybe environmental interesting equals environmental chaos right now. Public companies have recently …

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Moor Insights & Strategy Two-Week update Ending August 5, 2022

I hope you all had a great couple of weeks.  Last week, I visited IBM Research facilities in Yorktown and Albany.  Anshel attended the OnePlus 10T Launch in NYC.  Steve attended the Flash Memory Summit.  At the end of July, I attended Zoho Days in Austin.  Will traveled to Boston to attend AWS re:Inforce. Over the last few weeks, our MI&S …

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Alienware Launches AMD Advantage M17 R5 With Impressive 480Hz Panel

PC gaming is one of the many trends that has accelerated over the past couple of years as people have adjusted to a more at home world. Gaming was growing before the pandemic but with entertainment forced to home, it really went into overdrive. More people look to gaming for social interaction, and I believe …

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Amazon Announces ‘Fleet Edge’ Technology To Improve Safety For Delivery Drivers

Last month, Amazon added some new technology to complement its Delivery Service Partner (DSP) Program. The latest of those is “Fleet Edge”, new software that helps drivers navigate changing road conditions resulting in safer operations and keeping up with scheduled delivery times.  The DSP program allows entrepreneurs to run their businesses while leveraging Amazon’s technology, …

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Amazon Continues To Focus On Ambient Computing At Alexa Live

Amazon announced many new features for skill developers and device makers this year at its Alexa Live 2022 event that I watched remotely. The Alexa ecosystem has grown tremendously over the past couple of years, doubling its number of active Alexa customers over the last three years and reaching over one million registered developers, brands, …

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Vodafone – The Journey From ‘Telco To TechCo’ With Help From Oracle Cloud

Vodafone is on a quest to pivot from being “just a Telco” to a “TechCo.” The strategy includes revamping operations to reduce costs; digitally transforming the customer experience and service development processes; and developing a differentiated value proposition that leverages 5G, IoT, and edge investments and capabilities. The company recently split the network infrastructure from …

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Cloudera And Apache Iceberg – Collaborating On The Same Data

Recently Cloudera announced the general availability of Apache Iceberg in the Cloudera Data Platform (CDP). This article provides some background on data lake storage, the challenges of organizing data within data lake storage, the emergence of Apache Iceberg as the standard for managing data in data lakes, and finally, the benefits for existing and potential users of Cloudera CDP. …

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Moor Insights & Strategy Weekly Update Ending July 22, 2022

I hope you all had a great few weeks.  This week, I will be attending Zoho Days in Austin.  Will is traveling to Boston to attend AWS re:Inforce. Last week, Will attended LoRaWAN World Expo and Samsung Networks Analyst Event.  Steve attended OVH Cloud Summit. Over the last few weeks, our MI&S team published 72 deliverables:  10 (Forbes or eWEEK) insight columns  …

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Amazon Web Services Pushes The Price Performance Envelope Again With Graviton3

Amazon Elastic Compute Cloud (Amazon EC2) C7g instances supported by AWS Graviton3 processors have been available in preview since Amazon’s annual re:Invent last year. Now generally available, it is an excellent time to dig into the details.  The Six Five Summit (June 7-9, 2022) is a virtual conference on technology innovation led by myself Pat Moorhead (Moor Insights …

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HP Launches New Spectre And Envy Devices Aimed At Hybrid Work And Creators

HP recently announced its Spring lineup of Spectre and Envy laptops that closely follows what it announced last Fall, targeting the hybrid work environments we live in post-pandemic and how we are all creators. HP stands out from the crowd because it approaches who a creator is. Pre-pandemic, it was very apparent who would be considered …

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Amazon Re:Mars Is The Place To Be If You’re Into Machine Learning, AI, Robotics And Space

As a frequenter of tech shows, I’m very familiar with the big-budget spectacle and fanfare that frequently accompany them. It can sometimes feel a bit overblown—data storage with a side of pyrotechnics is still data storage. However, one upcoming event on my calendar may warrant such a display. Amazon re:Mars, coming June 21-24 in Las …

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LogicMonitor Launches Its Unified Observability Platform LM Envision

LogicMonitor launched its SaaS-based unified observability platform LM Envision this week. Observability of an IT system is a term within the industry that often gets confused with monitoring an IT system. While monitoring plays a significant role in the observability of a system, it is much more than monitoring a system to see its status. …

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Oracle Taking Vertical Solutions To A New Level

If you have worked in the technology industry, there is a good chance you have seen one or more failed organizational changes to align with industries. If you have been on the receiving end of these vendor changes, you have witnessed offerings that partially address what you need or a horizontal solution with some clever …

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Dispatches From AMD Financial Analyst Day 2022

Like many publicly traded companies, AMD holds periodic Financial Analyst Days to share updates to its corporate strategy, product roadmaps, long-term financial targets, growth opportunities and more with analysts, investors and media. It’s a veritable goldmine of information for tech analysts like me to utilize. On top of that, it’s a chance to hear all …

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Cisco Leans Into Unified Experiences At LIVE 2022

Big technology shows are back in Las Vegas! For 2022 shows have taken on a hybrid twist. The Cisco LIVE 2022 event hosted sixteen thousand in-person attendees and many more watching the live-streamed event from everywhere. I attended remotely while Moor Insights & Strategy principal analysts Matt Kimball and Will Townsend were at the show …

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