Blog

Call Notes: Semiconductor Memory Market Supply Constraints and Rising Prices

Steve McDowell November 11, 2025

Legacy and mobile DRAM types, including DDR4 and LPDDR5X, face severely extended delivery lead times, while contract prices for DRAM and NAND flash are rising sharply. This is leaving Smartphone OEMs and SoC vendors with elevated memory cost burdens that threaten margins and will likely force higher device prices.

Call Notes: Q4 Semiconductor Tracker

Steve McDowell November 11, 2025

We’re in a moment that’s less about individual chip performance and more about processing-at-scale. It’s all about sprawling AI racks, optics, interconnect, and custom silicon hungry for scale, speed, and a story.

Quick Take: Qualcomm’s Diversification Strategy is Paying Off

Steve McDowell November 6, 2025

Qualcomm’s fiscal Q4 2025 results tell a story that extends far beyond the smartphone chips that built the company. While the guidance-busting earnings numbers, $11.3 billion in revenue and $3.00 EPS, are impressive, it’s not the full story.

Beyond the Captive Portal: Why Passpoint and Private Cellular Are the Only Seamless Options

Michael McDowell November 3, 2025

At its core, Passpoint replaces the insecure web login with certificate-based, enterprise-grade authentication.

Oracle AI World 2025: Bringing Cohesion to the AI Data Stack

Steve McDowell October 29, 2025

Oracle AI World 2025 in Las Vegas was a clear demonstration of how far the company has come from its roots as a database vendor. This year’s event, as its new name might give away, was all about AI.

Oracle’s announcements centered on its Oracle AI Data Platform, a new Oracle database release, the new Autonomous AI Lakehouse, along with new advances in Oracle’s distributed cloud portfolio, and deepened multi-cloud partnerships with both Google Cloud and AWS. That’s a lot – and we’re just hitting the highlights.

SONiC Operators Rejoice: Cisco Announces NVIDIA based AI Networking with SONiC

Michael McDowell October 29, 2025

This isn’t just another option coming out of Cisco’s R&D; it’s a blueprint for the future.