TIRIAScast

In what would be a blockbuster deal in the semiconductor industry, Nvidia announced its intention to acquire Arm, the leading provider of semiconductor IP in the industry and the most pervasive processor architecture in the world, from SoftBank. This announcement has set the industry abuzz. However, it still faces regulatory and possibly competitive challenges. Join TIRIAS Research Principal Analysts Kevin Krewell (@krewell), Jim McGregor (@tekstrategist), and Francis Sideco (@fsideco) in this TIRIAScast as they try to cover all the angles of this proposed acquisition.

With three new semiconductor acquisitions announced in a week, the tech industry may be at the beginning of a new acquisition wave. What segments will see the greatest activity, who will be the lead acquirers, what is driving the acquisitions, and will these pass regulatory scrutiny in the midst of China-US political tensions? Join TIRIAS Research Analysts Jim McGregor (@tekstrategist) and Francis Sideco (@fsideco)in another TIRIAScast as they discuss these issues and the potential impact on the tech industry.

Meet the man behind the legend and the newest member of the TIRIAS Research team - Francis Sideco. Join Principal Analyst Jim McGregor as he introduces a key tech industry expert, thought leader and influencer, and the former VP of IHS Markit’s Technology Business. We are pleased to have another technical expert on our team.

The battle for mobile PCs is brewing again as both the Arm and Intel camps ramp up low-power processors and add cellular modems for Always-Connected PCs (ACPCs). Apple announced that it will be using Apple processors based on the Arm architecture and a number of PC OEMs, including ASUS, HP, Lenovo, Microsoft, and Samsung, have been offering ACPCs based on Qualcomm Snapdragon processors that also use the Arm architecture. But Intel is not standing still with its new Lakefield processor and a partnership with MediaTek for modems. Just when you thought it was over, the mobile PC market is exciting again and the consumers are benefitting from multi-day battery life and connectivity anywhere while still running on Windows 10. Join TIRIAS Research Principal Analysts Kevin Krewell (@krewell) and Jim McGregor (@tekstrategist) in another TIRIAScast as they discuss the recent announcements and the potential impact on the PC segment.

In an agreement with the U.S. Government, TSMC announced plans to build a new 5nm fab in Arizona. The announcement was made close to the decision of the U.S. government to prohibit the sale of chips and equipment to Chinese telecom equipment companies Huawei and ZTE, which led to speculation about the TSMC announcement. Join TIRIAS Research Principal Analysts Kevin Krewell (@krewell) and Jim McGregor (@tekstrategist) in another TIRIAScast as they discuss the announcements, the factors leading up to and influencing the TSMC agreement going forward, and the potential impact of a TSMC fab in the U.S.

With shelter-in-place restrictions forcing everyone to live and work remotely, communications to and through the virtual world have become critical. If this becomes part of the “new normal,” should broadband be considered a necessity? And if yes, how should it be provided? Join TIRIAS Research Principal Analysts Kevin Krewell (@krewell) and Jim McGregor (@tekstrategist) as they debate the topic and what it means to the industry and 5G in this TIRIAScast.

Due to COVID-19, Nvidia delayed its GTC conference keynote by 2 months, but they didn’t disappoint as the company unleashed a dizzying list of new product and technology announcements, including the new Ampere GPU architecture. Join TIRIAS Research Principal Analysts Kevin Krewell (@krewell) and Jim McGregor (@tekstrategist) as they try to condense 2 hours of announcements a few minutes in this TIRIAScast.

With the COVID-19 outbreak, everything in the tech industry is going virtual. One of the largest and most comprehensive events thus far has been IBM Think. Join TIRIAS Research Principal Analysts Kevin Krewell (@krewell) and Jim McGregor (@tekstrategist) as they discuss the announcements, topics, and format of IBM Think in this TIRIAScast.

For several years, TIRIAS Research has speculated the Apple would eventually use its Arm-based A-series SoCs in Macs. A recent Bloomberg report indicates that Apple is working on a version of the A14 for MacBooks to be released in 2021. Join TIRIAS Research principal analysts Kevin Krewell (@krewell) and Jim McGregor (@tekstrategist) in this TIRIAScast as they discuss the announcement, the challenges, and likely strategy to introduce Apple powered Macs.

With the COVID-19 outbreak, everything from schools and work to conferences and social events are leveraging video conferencing platforms. However, not all platforms and experiences are equal. Join TIRIAS Research principal analysts Kevin Krewell (@krewell) and Jim McGregor (@tekstrategist) in this TIRIAScast as they discuss the good and bad of video conferencing and the potential for more realistic virtual solutions.