PTC is coming to the culmination of a near-decade-long transition of its technology and its business model. PTC’s Mark Brunelli has written a good history of the company’s transition, which is useful if you’re not familiar with this company’s many transitions over the years. With this financial report, PTC has announced the coming end of perpetual licensing on January 1, … Read more
As we try to mitigate our excitement in the run up to Siggraph, which can only be compared to the weeks before Christmas, subtle hints and leaks are dribbling out of some of the exhibitors and paper presenters as they employ guerilla marketing techniques to vie for big(er) headlines when the actual event happens. Announcements from Pixar, Intel, Microsoft, Nvidia, … Read more
Intel reported its calendar Q2 2018, revenues were up 15% year-over-year driven, says the company, by strength across the business and customer demand for performance-leading Intel platforms. ”After five decades in tech, Intel is poised to deliver our third record year in a row. We are uniquely positioned to capitalize on the need to process, store and move data, which … Read more
AMD reported a record quarter for calendar Q2 2018, revenues and operating income were up as well as its graphics and compute groups revenue and profits. ”We had an outstanding second quarter with strong revenue growth, margin expansion and our highest quarterly net income in seven years.” – Lisa Su Every metric was up including the company’s gross margin which … Read more
In late June this year, Qualcomm reported a record quarter, with overall revenue of $5.6 billion, Net income of $1.2 billion, and shipments of 220 million devices. While some of Qualcomm’s competitors in the semiconductor sector are growing at a faster rate than the reported 4 percent growth from the prior year, Qualcomm remains committed to inventing the future, developing … Read more
Making forecasts is always complicated and never a sure thing; and, to get a forecast close to reality, it’s necessary to constantly tweak factors and adjust assumptions. US President Trump has precipitated quite a bit of tweaking and adjusting. As a result, we expect to see the Trump trade-war with China drive up costs and therefore the price-elasticity curve of … Read more
Intel celebrates its 50th year as an on-going enterprise. Fifty years ago, Robert Noyce and Gordon Moore founded Intel with a purpose: to ponder what might be possible. Intel’s anniversary is officially July 18, 2018, but it’s a company born at the dawn of the technology industry—the advent of the integrated circuit. Since then Intel's impact has been felt through … Read more
Who has gone to Disneyland (or world) in any country and not left banging themselves on the side of their head trying to shake out, “It’s a small small world we live in… “ See, I just did it to you. Sorry. Walt Disney “meets” some residents of the “It's a Small World” attraction at Disneyland On July 17, … Read more
Almost as a sequel to my editorial about the Talent Wars, AMD announced Martin Ashton, the former Vice President of the Core and Visual Computing Group responsible for graphics architecture and IP development at Intel, has joined AMD. Prior to Intel, Martin worked for 23 years at Imagination Technologies as the Executive Vice President of the PowerVR business unit. Since … Read more
I was reminiscing last week about the GPU and having a friendly debate with my pals at Nvidia about the origin of the acronym. They of course claim they invented it, the device and the acronym, and within certain qualifications they did. The term was first used by Sony in 1994 with the launch of the PS1. That system had … Read more
Magic Leap has launched its Lumin SDK, a plug-in for Unity and Uneal, after a long wait by developers wanting something/anything they can get to work on. It will allow developers to build AR experiences for the Magic Leap One headset, which finally manifested itself at the end of 2017, but has yet to fully materialize. Instead, developers will have … Read more
The revolving doors in Silicon Valley are nothing new, but within the last two or so years the migration at the superstar techno level has been particularly intense—especially in the GPU and CPU space. Some recent examples: Martin Ashton served as EVP of PowerVR Multimedia IP at Imagination Technologies Group Plc until December 1, 2016 where he was instrumental in … Read more
