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Optane in Its Cheapest, and Possibly, Best Form Right Now

Intel made several Optane product announcements over the past couple of weeks, including high-end NVMe-based add-in-cards targeting enterprise servers. Optane is the commercial product name for 3D XPoint (pronounced “cross point”), next generation non-volatile storage technologies. Optane promises far higher performance and endurance compared to NAND, but even as far back as Intel and Micron’s […]

Groundhog Day

On February 2, Punxsutanwney Phil, the most famous groundhog, emerged from his hole and saw his shadow, declaring six more weeks of winter. This U.S. folklore was made into a comedy movie in the early 1990s starring Bill Murray. In the movie, Bill Murray, a television weatherman goes to Punxsutawney, Pennsylvania, on Groundhog Day to […]

Just Like Old Times Again

CQ4 is history, and preliminary results have starting rolling in. All the data suggests that PC sales were better than expected, and unit shipments were up sequentially in CQ4. This fueled ODM builds and HDD shipments, as both segments posted flat to higher results, too. Although these markets are seasonally more robust in the second […]

Is PSVR the Last Best Hope for Virtual Reality?

2016, supposedly the year of virtual reality, or VR, has been relatively quiet. Hype-generating announcements, such as the Oculus Rift and HTC Vive, essentially targeted the high-end of VR, offering cutting-edge experiences as long as users had the requisite high-end PC hardware and the cash for associated headsets and controllers. Despite the ability to assemble […]

HDD Units Fall in 2015, But Storage Capacity Shipped Grows to 538 Exabytes: TRENDFOCUS 2015-2020 Outlook and Analysis

HDD unit shipments dipped below 115 million in the fourth calendar quarter of 2015 due to weak PC sales and impact of SSD incursion in notebook computers. For the year, HDD sales were down 16.9% to 469 million units according to TRENDFOCUS’ CQ4 HDD Market Update. However, exabytes shipped in HDDs continues to expand to […]

SMR HDDs are Coming to a Notebook PC Near You

While Seagate has been shipping HDDs with shingle magnetic recording (SMR) for a number of years in its external HDD products, 2016 is shaping up to be the year when the industry as a whole announces and ships mainstream OEM HDDs using the capacity boosting technology. Using a combination of slightly larger disk diameters, higher […]

Can a Tablet Replace a Notebook?

The short answer right now is, “not yet”. However before you conclude that this is an obvious statement, it is a conclusion that is loaded with contextual circumstances. To expect a tablet, which is based on a touch-based interface, to easily replace a mouse and a keyboard device directly, is to assume that tablet applications […]

Notebook sales need miracle December

Notebook production was down in October, but primary because of the factory shutdown due to Chinese national holiday and not because PC demand softened. However, Windows 10 PC system sales have been sluggish to date, and unless there is a miraculous December finish, PC market will be down around 10% Y-Y. November production is expected […]

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