The Tech Analysts Podcast

Patrick Moorhead and Ryan Shrout discuss the implications of various launches and announcements from Mobile World Congress in Barcelona. This includes the Samsung Galaxy S9/S9+, Sony's Xperia XZ2 with 4K HDR capture using the Snapdragon 845 SoC, and a future ASUS smartphone using Qualcomm RF front-end technology. We also touch on the Snapdragon 845 VR reference headset update, the Huawei Matebook X Pro, updates to the Qualcomm Always Connected PC platform, and AMD's embedded Ryzen and EPYC processor release.

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Patrick Moorhead and Ryan Shrout discuss the new Arm-based server processor from Ampere, how the POWER9 platform helps IBM, the Dell and AMD announcement of EPYC-powered servers, and Intel's Xeon D-2100 processor launch for edge compute.

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Patrick Moorhead and Ryan Shrout discuss the early review of the Apple HomePod and where it can still improve. They also talk through the most recent Qualcomm announcements in the areas of 5G, LTE, and Snapdragon, and how these changes impact its status with Broadcom and the mobile market. Finally, they summarize AMD's Ryzen with Vega graphics desktop release and Microsoft's decision to lower the price to entry for Surface Book 2 and Surface Laptop.

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Patrick Moorhead and Ryan Shrout sit down with Tom Caulfield, SVP of GlobalFoundries and GM of Fab 8 in Malta, NY, to talk fab technology. We debate the long term value that 14nm might provide, the difference between GF's implementation of 7nm and the competition, and how EUV technology will help drive advances going forward. 

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Patrick Moorhead and Ryan Shrout decide to dive into a discussion around Broadcom's bid to purchase Qualcomm and the potential impact that could have on both companies as well as the industry at large. The future and potential for Qualcomm is explored, including its expansion into server, Windows PCs, 5G, RF, and more. Is this good or bad for the market?

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Patrick Moorhead and Ryan Shrout sit down to talk about some important movement in the technology markets, starting with the availability of the Apple HomePod. The impact that AMD's new leads at the Radeon group are debated, how cryptocurrency mining continues to hammer the PC market, Intel's decision to not push Kaby Lake-G for gaming, and Qualcomm's new announcements around 5G and RF in China are all discussed. 

• Expectations for Apple HomePod
• AMD hires Mayfield and Wang to lead Radeon division
• Coin mining impacts on component pricing and secondary markets
• Kaby Lake-G for gaming?
• Updates on Intel and AMD around Spectre and Meltdown
• Qualcomm push Chinese markets forward with 5G and RF announcements

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Patrick Moorhead and Ryan Shrout talk through the announcements at CES from AMD, Intel, and NVIDIA, and determine what impact they will have on the technology landscape in 2018. AMD has a lot to live up to after a very successful 2017, Intel is using Radeon graphics technology for its latest processor, and NVIDIA cements its position in automated vehicles.

• AMD has new mobile and desktop processors to follow up a strong 2017
• NVIDIA machine learning prowess pushes forward with automated vehicle announcements
• Intel Kaby Lake-G processor uses Radeon graphics to compete with NVIDIA

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Just before CES gets under way, Ryan Shrout and Patrick Moorhead discuss the security concerns around the Meltdown and Spectre vulnerabilities and how all parties involved might be affected. Apple, Dell, and Lenovo also make an appearance.

• Meltdown and Spectre security analysis
• Will Intel be affected financially? Will AMD take advantage of the controversy?
• Apple's $29 battery replacement solution
• Dell's updated XPS 13 might have solid appeal
• Lenovo mass updates its X, T, and L series notebooks

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This week Patrick and Ryan look at Apple's problems around iPhone performance and its battery, CES predictions, Ryzen Mobile thoughts, iMac Pro, and more!

• Apple battery and performance discussion
• Family holiday tech
• CES expectations
• iMac Pro
• Ryzen Mobile
• Intel Goldmont Plus and Gemini Lake
• iPhone X sales figure rumors

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Patrick and Ryan discuss NVIDIA's new Titan V machine learning card, Tesla's move to build its own AI hardware, the possibilities for Synaptics under-screen fingerprint sensor, and more.

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