... Access Insights Already a Gartner client? Due to higher demand for AI processors, 2024 foundry revenue is projected to reach $139.7 billion, representing 21.2% growth from 2023. Foundry shipments, capex and utilization rates are all trending upward in 2024 due to higher demand and average selling pric ...
Analyst(s): Thomas Chiang | Yashika Goyal
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... Ethereum’s successful Merge — the shift to a proof-of-stake consensus mechanism — reduces energy consumption significantly. It is an essential step toward achieving high scalability on a public blockchain. Tech providers must further their dapp strategies in the areas of NFT, DeFi, DAO and GameFi. Ov ...
... Access Insights Already a Gartner client? As leading-edge logic players and foundries invest in advanced-node technology transition and in legacy nodes due to chip shortages, and memory players return to expanding capacity, capex will increase by 11.5% to reach $162.1 billion in 2022, following a 31.8 ...
... Access Insights Already a Gartner client? HDD units decline due to SSD incursion, balanced by a total capacity increase in the business-critical segment. Due to technological advancements, as higher capacity drives become available, the ASP/GB will decline, driving total HDD revenue to decline to $15. ...
... Access Insights Already a Gartner client? Building on the strong 7.6% growth in capital spending for 2020 to reach $106.9 billion, led by leading edge capacity in anticipation of robust demand for 5G and servers, 2021 will witness a growth at 6.3%, — driven by revival in investments for new capacity b ...
... Digital risk protection services are starting to see accelerated competition. Technology and service providers need to better differentiate their DRPS offerings and assess how to incorporate threat intelligence and external attack surface management into their product roadmap. Overview Strategic Plann ...
... Access Insights Already a Gartner client? NDR adoption continues to rise amid stiff vendor competition, with growing emphasis on capabilities leveraging AI engines. Technology and service providers should assess which growing or emerging use cases provide the most opportunity and the differentiation n ...
... Access Insights Already a Gartner client? Differentiating between different providers and their products is challenging for buyers when providers’ messaging is not aligned to buyers’ needs and what they care about. Technology and service providers can take four steps to differentiate their product and ...
... Access Insights Already a Gartner client? With logic players responding to the drop in demand for consumer electronics and memory manufacturers becoming conservative due to significant oversupply and revenue drop, semiconductor capital expenditure is expected to decline by 22.1% to reach $137.1 billio ...