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.

Globalfoundries Global Technology Conference 2020 Sets The Stage For Growth

Every year, Globalfoundries makes a series of big announcements at its annual Global Technology Conference known as GF (short for Globalfoundries) GTC. This year Globalfoundries held GF GTC North America 2020 virtually; like many others, we’ve grown accustomed to attending virtually in place of being there in-person due to COVID. Globalfoundries took a slightly different angle …

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T-Mobile Adds Microsoft 365 To Small Business Plans

Managing a small business is difficult as it is already during this pandemic-affected economic climate. Having to manage connectivity and IT and pay for both is just another added layer of complexity for many business owners. To address two of those challenges at once, T-Mobile offers a new set of small business rate plans. Besides …

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Moor Insights & Strategy Analyst Weekly Update October 9, 2020

I hope you all had a great week! This week, Paul will be attending IEEE Quantum Week, Will will be attending Cisco DevNet Create, and Anshel will be attending Huawei Global Innovation Summit.  I will attend the iPhone 12 event, Capgemini analyst event, and HPE SAM. Last week, our team was busy virtually attending several events; NVIDIA GTC (Anshel, myself and Karl), AI HW Summit (Karl), Arm DevSummit …

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Silicon Labs “Works With” Conference Brings New IoT Platform Capabilities To Developers

Silicon Labs stock has been on a tear lately. Since the end of March, it has been up 44%. If you are not familiar with Silicon Labs, it is a global, fabless semiconductor company headquartered in Austin, TX, my hometown. The company’s HQ is so close in proximity to my home and office, and I …

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Honeywell’s Tony Uttley And The Quest For Quantum

If you are not a scientist or a techie, and perhaps even if you are, the word “quantum” might sound like something out of Star Trek. It’s futuristic, for sure, but it is not fiction. Quantum computers, and the genuinely revolutionary computational power it promises, may not be too far off at all. At the …

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Startup NUVIA Rakes In $240M B Round To Extend Server Silicon Play

It is an exciting time to be covering semiconductors as a tech analyst, with more players on the scene than ever before, developing custom and general-purpose silicon for increasingly specific use cases. That silicon activity is a direct response to the explosion of the data processed by businesses and ultimately processed and delivered to consumers. …

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