people still could not grasp benefit of byte addressable ... i will use datacenter snia paper slide1 is phil hint byte addressable means cpu-gpu can virtually access directly cut hundred of thing vs IO block (PS5 style) slide 2-3 read it super slow inline with Phil hint

Arm Qualcomm HPE Cray Samsung Electronics IBM Counterpoint Research Apple onsemi @GLOBALFOUNDRIES TSMC Intel Pat Gelsinger NVIDIA Brady Wang Parv sharma Tom Kang Huawei EE Times | Electronic Engineering Times Semiconductor Engineering EE Times Asia EE Times India MediaTek Akshara Bassi Tarun Pathak As we have been highlighting! ✔TSMC price hike indicates xapacity tightness ✔Wafer prices at matured nodes up 25-40% in a yr. ✔Expect a 5-12% cost ⬆️ in 2022 from logic ICs (non-memory, non-RFFE) ✔6-14% on mid-range & 8-16% on low-end smartphones. counterpointresearch.com/tsmc-price-hik…

So the Jiophone Next launch has been delayed. The component shortages is the key reason why Jio had to take this decison. Jio is still aiming for a Diwali availability that should help it with a good uptick but from here onwards it will be all about managing supply not demand

Harley folks can't mount iPhones on their handlebars... Bikers please come up with really good shock dampers.... #harleydavidson #ducati #bmwmotorrad #bike #bikelife #kawasaki #suzuki #bajaj #Honda #YAMAHA #YamahaRacing

Arm Qualcomm HPE Cray Samsung Electronics IBM Counterpoint Research Apple onsemi GlobalFoundries TSMC Intel Pat Gelsinger NVIDIA Brady Wang Parv sharma Tom Kang Huawei EE Times | Electronic Engineering Times Semiconductor Engineering EE Times Asia EE Times India MediaTek Akshara Bassi Tarun Pathak Dale Gai Siddharth Bhatla Great piece from Cheng Ting-Fang on the chip shortage & supply shortage crisis W/ Counterpoint Research assessment of the situation & viewpoint from our semiconductor analyst Dale Gai ft.com/content/8c718a…

SE ASIA Q2 SMARTPHONE MARKET: A 5G STORY #5G taking bigger role driving key countries. Xiaomi 's increasing footprint being noticed; realme Global & others to push 5G ASPs lower. Eyes on Indo - 5G hitting double digits 3Q. Glen Cardoza Counterpoint Research

Arm Qualcomm HPE Cray Samsung Electronics IBM Counterpoint Research Apple onsemi GlobalFoundries TSMC Intel Pat Gelsinger NVIDIA Brady Wang Parv sharma Tom Kang Huawei EE Times | Electronic Engineering Times Semiconductor Engineering EE Times Asia EE Times India MediaTek Akshara Bassi Tarun Pathak Dale Gai Siddharth Bhatla Cheng Ting-Fang Charles Moon Tim Cook Our latest semiconductor industry research round-up summary for Q2’21!! 1/ Top Semiconductor Companies by Revenues 🇺🇸Intel 🇰🇷Samsung Electronics 🇰🇷SK hynix 🇺🇸Micron Technology 🇺🇸Qualcomm 🇺🇸Broadcom 🇺🇸NVIDIA counterpointresearch.com/infographic-q2…

Arm Qualcomm HPE Cray Samsung Electronics IBM Counterpoint Research Apple onsemi @GLOBALFOUNDRIES TSMC Intel Pat Gelsinger NVIDIA Brady Wang Parv sharma Tom Kang Huawei EE Times | Electronic Engineering Times Semiconductor Engineering EE Times Asia EE Times India MediaTek Akshara Bassi Tarun Pathak Dale Gai Siddharth Bhatla Cheng Ting-Fang Charles Moon Tim Cook @skhynix Micron Technology Broadcom William Li Peter Richardson 2/ Counterpoint Research SemiResearch roundup Q2’21 World’s Biggest Foundries: 🇹🇼TSMC 🇰🇷Samsung 🇹🇼UMC 🇦🇪/🇺🇸Global Foundries 🇨🇳SMIC counterpointresearch.com/infographic-q2… #CPInsights #semiconductors

TSMC, the 'king' of foundry industry covered nearly 60% of market in Q2 2021! TSMC Samsung Electronics @UMCtweets GlobalFoundries Micron Technology ASML

Arm Qualcomm HPE Cray Samsung Electronics IBM Counterpoint Research Apple onsemi @GLOBALFOUNDRIES TSMC Intel Pat Gelsinger NVIDIA Brady Wang Parv sharma Tom Kang Huawei EE Times | Electronic Engineering Times Semiconductor Engineering EE Times Asia EE Times India MediaTek Akshara Bassi Tarun Pathak Dale Gai Siddharth Bhatla Cheng Ting-Fang Charles Moon Tim Cook @skhynix Micron Technology Broadcom William Li Peter Richardson Actually getting to GAA early 2022 was anyways too ambitious. The race to newer technologies beyond FinFET as node shrinks to sub-5nm is inevitable, though the current capacity crunch for matured nodes is diverting some CAPEX away from advanced nodes. cnet.com/google-amp/new…

Arm Qualcomm HPE Cray Samsung Electronics IBM Counterpoint Research Apple onsemi @GLOBALFOUNDRIES TSMC Intel Pat Gelsinger NVIDIA Brady Wang Parv sharma Tom Kang Huawei EE Times | Electronic Engineering Times Semiconductor Engineering EE Times Asia EE Times India MediaTek Akshara Bassi Tarun Pathak Dale Gai Siddharth Bhatla Cheng Ting-Fang Charles Moon Tim Cook @skhynix Micron Technology Broadcom William Li Peter Richardson That’s a more realistic & encouraging roadmap for Samsung Electronics Foundry biz. Hopefully, will attract more players such as AMD, Tesla, Google, Amazon as customers.. #foundries #wafers #innovation #CPInsights

How did Apple capture 75% of mobile profit with less than 15% shipment share in Q2-21? What to expect from Xiaomi, OPPO, vivo as they aim for higher profitability too? My piece for Counterpoint Research tries to answer these & other questions. ↓ counterpointresearch.com/global-handset…

Finally!! 🕺

Q3 2021 Middle East smartphone sales update: 🟢Samsung continues to top the market, boost by the Galaxy Z Fold 3 and Galaxy Z Flip 3. 🟢Xiaomi maintained No.2 position, but market share dropped due to supplies issues towards the end of the quarter. Counterpoint Research

🎙️Tune in❗️ DXOMARK #Battery BU Director Olivier Simon speakes to Counterpoint Research #podcast in Ep. 51 on the topic of #Smartphone Battery and mAh. 🔋 👉 Check it out: bit.ly/3E0OGKU

This high-jumping robot is super agile

Samsung remains the #1 smartphone brand globally in 2021. Apple sold the highest number of #iPhones in a single year since its inception. Market Pulse Service: report.counterpointresearch.com/posts/report/P… Samsung Electronics OPPO Xiaomi #smartphones #technews #technology

Hotkey needed for "Pause Recording" OBS