Corporate

GlobalFoundries Signs Qualcomm Deal And Shows Why There’s More To Silicon Than Node Geometry

We’re closing in on 2022, and silicon is as strategic as it’s ever been, and honestly, probably more. We’ve seen the PC-centric era give way to the smartphone-centric era, PCs show their inherent value during Covid-19 and now we’re entering the age where everything will be connected. Chips run the show from next-generation vehicles to wind turbines …

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Spark New Zealand Implements Agile Work Practices To Embrace Business Change

Spark is New Zealand’s largest telecommunications and digital services company with a stated purpose “To help all of New Zealand win big in a digital world.” Since 2014, Spark has evolved from a traditional telco provider to a digital services provider, including sports media, health, and the Internet of Things (IoT). Spark New Zealand was one …

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HP Inc. Rolls Out New Management Services For The Hybrid World That’s Here To Stay

As we near the end of the second year of the pandemic, questions remain over how long we can expect the Covid-19 virus to linger and disrupt life as we know it. No matter how long into the future we mask up, the “new normal” of hybrid IT in the enterprise isn’t going anywhere. Employees …

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Amazon Kicks Off Hiring Bonanza And Jobs Programming At Career Day 2021

While many businesses were forced to shutter their doors and lay off their workforce in the early days of the pandemic, Amazon had an entirely different situation on its hands. Consumers flocked in droves to the online marketplace, no longer willing to risk in-person exposure for their grocery and shopping needs. While the rest of …

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Why 3GPP Just Works– Multiple Generations Of Global Cellular Standards And Solid Execution

There has been much talk about 5G and the 5G global standard these last few years as geopolitics has heated up across the world and challenged what we know about the global economy. With 5G becoming an increasingly important component of what drives the global economy, there has been a renewed focus on the 5G …

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IonQ Scores Quantum Computing Deal With University Of Maryland And Announces It’s Tripling 2021 Bookings

The relationship between higher education and the tech companies I cover as an analyst is close and mutually beneficial. The private sector often provides technology resources, capital, expertise, and knowledge of industry needs and challenges to research institutions, the sandbox of tomorrow’s tech innovators and leaders. Quantum technology is at an exciting crossroads now, where …

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Qualcomm CEO Cristiano Amon Paints A Picture Of The Future Automobile At IAA Mobility 2021

Qualcomm is one of the more exciting companies to research and write about in the tech space as it is driving so much innovation in the smartphone, IoT and automotive space. The company isn’t new to the automotive space as it has been supplying it for over twenty years. Currently, the company has a $10B …

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David Sacks’ Craft Ventures Goes All In On ‘Callin’ Social Podcasting Platform

One of the better parts of my job as a tech industry analyst at Moor Insights & Strategy is that I get to sit down and discuss disruptive technologies with startup investors, companies, and CEOs. This week, I got a “two-fer” when I sat down with David Sacks, cofounder and general partner at Craft Ventures. …

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Intel’s Architecture Day Showed The Company’s Breadth, Depth, And Future

When providing guidance to aspiring tech industry analysts, one thing I always say is, “you don’t have to love to write, but you can’t hate to write.” Analysts write a lot. And when there’s a boatload of content, sometimes it’s hard to know where to start.  This was my challenge with Intel’s recent Architecture Day. …

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IBM Telum- A New Chapter In Vertically Integrated Chip Technology

Today at the IEEE’s Hot Chips 33 conference, IBM presented a preview of IBM Telum, the next-generation processor for IBM z and LinuxONE systems, planned for the first half of 2022. Immediately I was intrigued by the name change from the rather drab sequence of z14, z15 to “Telum.” The highlights announced were the expected increases in performance, …

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Amazon Plans On Spending $120 Billion On Third-Party Supplies And Services In 2021

I have followed Amazon very closely in recent years, and I have watched the company grow, hire, and rapidly expand its products and services. Many of Amazon’s critics like to focus on Amazon’s growth during the pandemic, but rarely do we hear about all the downstream capital reinvested into the United States economy. Much of …

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Is Synaptics Really An ‘EoT’ Company?

While I am not a financial analyst, as a tech analyst, I make a habit of tuning into many tech companies’ quarterly earnings reports. It really is “ground truth” for companies as they’re under the scrutiny of the SEC and investors. I make myself available for comments and questions from the media, but it’s rare …

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Kmart Australia Migrates Its Transaction Systems To AWS

There is a large and very successful retail chain in Australia called “Kmart”, and despite having the same name and similar branding, it’s utterly unrelated to Kmart in the United States.  Kmart in the United States is closing stores while 10,000 miles away in Australia, the other Kmart (and yes, it’s actually an Australian owned and …

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Box Wants To Disrupt The ESignature Market With ‘Sign’

There are very few elements of business that have not significantly changed over the past decade. Many businesses now fully live on the internet, breathe in the internet, and would not exist without the internet. Box is a company that has made transitioning to the cloud much easier with its Cloud Content Management Platforms (CCM). …

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Intel Updates IDM 2.0 Strategy With New Node Naming And Transistor And Packaging Technologies

Back in March, Intel CEO Pat Gelsinger rolled out the company’s “IDM 2.0” strategy. You can find my write-up here. Net-net, the company announced two new fabs, seriously re-entered the foundry business with IFS, and provided more details on its technologies and partner-based manufacturing (TSMC, GF, Samsung) and partner-based technology approach with IBM. You can also …

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The Belgium Post Delivers Packages And On Digital Transformation

Postal companies worldwide are struggling with a similar set of challenges to be competitive. The traditional letter business has declined, and the parcel business has increased. But the parcel business is lower margin with competition from DHL, FedEx, UPS, and Amazon.  The Belgium Post Group, known as bpost group, delivers mail and parcels in Belgium and wants …

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NI Wants To Help Customers Bring Data Out Of Their Silos With New Offerings

This week NI (Formely National Instruments) held its annual “NI Connect” event where it talked about partnerships, products, and how NI is tackling data analytics. This may sound surprising given the company’s test equipment heritage, but it is clearly on a path to help its customers do more with data versus just capturing it. Therefore, it …

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GlobalFoundries Rebrands At The Right Time, For The Right Reason

Today at an event in Malta, New York, GlobalFoundries (GF) made a series of announcements, one that it is rebranding itself to be the culmination of its transformation journey and the embodiment of what I’ll call “the new GF.” I follow GF closely and have written about the changes and challenges GF has been going …

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GlobalFoundries Building New Malta Fab And Expanding Current Capacity

Global Foundries (GF) has made many strategic changes over the past few years, many of which I have written about. The biggest of those was its strategic reset in 2018 to focus on 5G RF, IoT, automotive, and silicon photonics. GF is a big player in the semiconductor manufacturing market that is going through really …

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Dell Technologies Shares Environmental Sustainability Report Card

As a record heat wave broils the Pacific Northwest and the region braces itself for another harrowing wildfire season, climate change has once again been dominating the headlines. The barrage of bizarre, extreme weather events we’ve witnessed in the recent past, including the freak blizzard that hit my home base of Austin, TX in February, …

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