The second half of Lisa Su’s CES keynote moved us onto what should be safer ground for AMD: their GPUs have had their ups and downs of course, but have always given Nvidia tough competition, to the point where it has never been possible to see them as an also-ran. That being said, the big reveal at this event was … Read more
The preliminary results for 2018 PC shipments shave been released. Gartner reports that PC shipments declined 4.3% from last quarter and 1.3% from the same quarter the previous year. Why? If you look at the history of PC shipments, you can see they stopped growing and started declining in 2012. History of PC shipments since their introduction The PC market … Read more
Having it all: The new Dell is much more than a company selling computing equipment. It has three major divisions Infrastructure (ISG), Client (CSG), and VMWare. (Source: Dell presentation) Usually, when a company goes private it’s because its fortunes have shifted and not in a good way. That was partially true for Dell when the company went private in 2013. … Read more
Seeing an opportunity to develop a chip company using Imagination IP and not wanting to do it as a spin-off because it would annoy their customers, Imagination’s CEO Leo Li decided he would launch a company to do it independently. As a result, the company now has a new CEO, Ron Black, ex Rambus. Ron Black, new CEO of Imagination … Read more
Following up on successful Autodesk University and building on its successful transition to subscription presented its investors with a positive accounting of its fiscal quarter Q3, 2019, which ended October 31, 2018. In addition, the company announced its plans to expand its focus on building and construction for the AEC sector with the acquisition of PlanGrid. Autodesk has declared the … Read more
Back when I was a young engineer at Inmos (remember them?) I attended a pep talk given by the flamboyant Texan who had the job of running our new wafer fab in Duffryn, South Wales. I don’t recall his name or much of the talk, but I do remember the white suit, the ten-gallon hat, and the ostrich-skin cowboy boots. … Read more
Nvidia's revenue from most platforms – Datacenter, Professional Visualization, and Automotive, was up. Gaming saw a decline. The company’s GPU business revenue was $2.77 billion, up 25% from a year earlier and up 4.4% sequentially. However, gaming was short of expectations as post crypto channel inventory took longer than expected to sell through. Gaming card prices, which were elevated following the … Read more
Adobe is a machine and the machine is running smoothly. At least that’s how it looks from the company’s third-quarter report. Adobe continues growing its base of users, which helps the company cinch up its ownership of a significant portion of creative users. The company reported 24% year over year growth with quarterly revenue of $2.29 billion. Digital Media grew … Read more
Whether it be hardware or software, it's no longer enough to build bigger, faster, more efficient products. They gotta be smarter. That's what we're seeing this Fall. Every meeting we've attended that introduced new semiconductor technology has dutifully listed hardware features: cores, process, busses, and transistors but has also stressed software enhancements. Software introductions list features, lots of features including AI, … Read more
Just a whole lot of stuff going on at Adobe Max 2018. (Source: JPR) This year’s Adobe Max, the company's user conference featured familiar tools in new packages. Last year, Adobe introduced a cloud- based version of Lightroom. At that time, we were pretty sure it was a harbinger of the future and this year, Adobe confirmed it with the … Read more
AMD reported its quarterly results for calendar Q3 2018, revenues and operating income were up year-over-year as well as its graphics and compute groups revenue and profits. We delivered our fifth straight quarter of year-over-year revenue and net income growth driven largely by the accelerated adoption of our Ryzen, EPYC and datacenter graphics products, said Lisa Su. “Client and server processor … Read more
Intel reported its calendar Q3 2018, revenues were up 19% year-over-year driven, says the company, by strength across the business and customer demand for performance-leading Intel platforms. ”Stronger than expected customer demand across our PC and data-centric businesses continued in the third quarter. This drove record revenue and another raise to our full-year outlook,” said Bob Swan, Intel CFO and … Read more
