Home » Author Archives: David Manners

David Manners

David Manners has more than forty-years experience writing about the electronics industry, its major trends and leading players. As well as writing business, components and research news, he is the author of the site's most popular blog, Mannerisms. This features series of posts such as Fables, Markets, Shenanigans, and Memory Lanes, across a wide range of topics.

Top Ten (less 5) PC Suppliers In Q2

Thanks to IDC for this one – the top five PC suppliers in Q2: Top 5 Companies, Worldwide Traditional PC Shipments, Market Share, and Year-Over-Year Growth, Q2 2024 (Preliminary results, shipments are in millions of units) Company 2Q24 Shipments 2Q24 Market Share 2Q23 Shipments 2Q23 Market Share 2Q24/2Q23 Growth 1. Lenovo 14.7 22.7% 14.2 22.5% 3.7% 2. HP Inc. 13.7 ...

All Guns Firing At Intel

Intel has come out with all guns firing. After horrible Q3 figures it has further re-positioned its foundry unit as an independent operation which will make its US rivals like AMD, Nvidia and Qualcomm less wary about using it. The US Department of Commerce has been encouraging Nvidia and AMD to get aboard Intel Foundry and is doubtless encouraging more ...

Intel CEO sets out the road ahead

FF542929-258C-4E0D-835D-CF8E43092D32-300x200.jpeg

Following its three day board meeting last week, Intel CEO Pat Gelsinger has set out the road ahead in a letter to employees. “We plan to establish Intel Foundry as an independent subsidiary inside of Intel,” writes Gelsinger, “this governance structure will complete the process we initiated earlier this year when we separated the P&L and financial reporting for Intel ...

Intel secures AWS as customer for 18A process

IMG_0335-300x200.jpeg

Intel has secured AWS as a customer for its 18A process. ‘Intel  and Amazon Web Services today announced a co-investment in custom chip designs under a multi-year, multi-billion-dollar framework covering product and wafers from Intel,” says an Intel statement, “this is a significant expansion of the two companies’ longstanding strategic collaboration to help customers power virtually any workload and accelerate ...

Intelsat and Greenerwave to enable multi-orbit satellite services

IMG_0484-300x200.jpeg

Intelsat  says it will be the first operator in the world to offer multi-orbit solutions for all relevant business units by the first half of 2025 thanks to a new satellite terminal strategy. “Intelsat is making strategic bets on new technologies, including new investments in innovative terminal providers,” says CEO David Wajsgras, “more and more customers will come to count ...

Siemens and Merck hook up on smart manufacturing

IMG_0488-300x200.jpeg

Merck and Siemens are to develop smart manufacturing technology. Cedrik Neike, CEO Digital Industries at Siemens (pictured left) and Kai Beckmann, CEO Electronics business at Merck (pictured right)  signed an MoU which makes Siemens a preferred global supplier and strategic partner for smart manufacturing. “Healthcare, Life Science, and Electronics are at the core of improving lives and creating a more ...

Not-So-Snow-White And Her Dwarves

Googlegenerated $238 billion in revenue from its advertising segment in 2023, representing 77% of Alphabet’s overall revenue this past year. Hearings for the US anti-trust lawsuit against Google began on September 9, 2024. Company statements by Microsoft, Baidu and Yandex, a search portal formerly based in Russia and now headquartered in the Netherlands, show that even with users’ preference for ...

Breton goes in spat with VdL

IMG_3331-1-300x200.jpeg

France’s European commissioner, Thierry Breton, has resigned, following a spat with newly re-elected EC president Ursula von der Leyen. VdL is currently forming her new Commission and   Emmanuel Macron, had appointed Breton to serve a second term as EU commissioner but VdL asked the French government to withdraw his name. This is his resignation letter (click to expand): With ...

Intel expected to announce $3.5bn military foundry contract

IMG_0333-300x200.jpeg

Intel, which is currently strapped for cash, is expected to announce this week that it has been awarded a $3.5 billion foundry contract for the military, reports Bloomberg. The award comes under a programme called Secure Enclave which is administered by the US Department of Commerce (DoC) which also administers the US Chips Act which awarded Intel $19.5 billion in ...