Analyzes Intel's recent announcement on semiconductor fabrication, custom silicon, foundry services, and licensing. Compares Intel and TSMC's performance. Predicts consequences in the light of AI, competition from ARM, NVIDIA, AMD, and others. Estimates financial impact.
The Analyst Team
Senior Analyst, Advanced Computing and AI
Alexander is a Senior Analyst for Enterprise AI and member of the artificial intelligence analyst team. He covers the emerging enterprise applications of AI and machine learning, with a special focus on business models and AI as an IT service, as well as on the core technology of AI.
Since joining Omdia in 2016, Alexander has covered technologies for small and medium enterprises, with a specific focus on mobile and 5G for enterprises. In previous roles, he developed the Enterprise 5G Innovations Tracker to monitor the emerging enterprise 5G and CBRS ecosystem. He was the second employee of start-up consulting firm STL Partners. With over 10 years of experience as a technology sector analyst, his long-term research interests include mobile, open source, distributed computing, and the two-sided business model. Alexander holds an MSc in international relations from Royal Holloway, University of London.
Principal Analyst | Advanced Computing | AI & IoT
Jonathan Cassell brings more than 30 years of experience in the technology field, with an extensive background in market research, journalism, and marketing. Cassell’s familiarity with semiconductor and AI technologies gives him a unique perspective and deep insights on the markets for AI chipsets and hardware. In the role of technology analyst, Cassell worked at Gartner Group, covering the market for consumer-electronics-oriented semiconductors. As a journalist, Cassell rose to the rank of editor-in-chief at the semiconductor-oriented publication Electronic News. Cassell also worked extensively in a marketing capability for market research firms.
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