TMT, Retail and Banking Top 3 Cloud Spenders

It's true in both North America and Asia. However, TMT and retail are more dominating in NA. In Asia, the government's cloud spending stands out.

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Datadog's "Land-and-Expand" Strategy in One Chart

That's some great execution.

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Qualcomm's Push Into the RF Market Gaining Momentum

...with impressive numbers of design wins for the 5G baseband+RF solution. But the EU is again investigating Qualcomm for potentially anti-competitive behavior by leveraging its market position in the baseband market. With the US stepping up the pressure on Huawei, will China strike back by joining the EU and target Qualcomm?

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Semi Eating Up the World...

Still debating Apple is a hardware company or an Internet/services company? Well, according to Gartner, Apple is also a Top10 semiconductor company.

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NVIDIA's Quarterly Datacenter Revenue Reached $1 Billion for the First Time

With the acquisition of Mellanox Technologies, Datacenter will become the biggest business for Nvidia going forward, from almost zero 5 years ago. The company also changed the reporting segments to better reflect the change of business profile. Maybe it's time for AMD to update the reporting segments as well to offer more clarity of its data center business?

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AI and Real-time Analytics Playing Bigger Roles in Semiconductor Manufacturing

In Micron Technology’s latest investor presentation, Manish Bhatia, EVP of Global Operations, explained how machine learning improved the company’s productivity, quality, and yield by 10-20%.

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