Semiconductors Team

Helen Chiang

General Manager, IDC Taiwan

Galen Zeng

Senior Research Manager, IDC Asia/Pacific

Adela Guo

Research Director

Shane Rau

Research Vice President, Computing Semiconductors

Brandon Hoff

Research Director, Enabling Technologies: Networking and Comm

Phil Solis

Research Director, Connectivity and Smartphone Semiconductors

Nina Turner

Research Director, Semiconductor Technology Supply Chain Intelligence; Enabling Technologies: AI and Automotive Semiconductors

Mario Morales

Group Vice President, Enabling Technologies and Semiconductors

Soo Kyoum Kim

Associate Vice President, Memory Semiconductors

Rudy Torrijos

Senior Research Manager

Jeff Janukowicz

Research Vice President, Solid State Drives and Enabling Technologies

Kuba Stolarski

Research Vice President, Compute Infrastructure and Service Provider Trends, Worldwide Infrastructure Research

Chris Drake

Senior Research Director, Compute Infrastructure and Service Provider Trends, Worldwide Infrastructure Research

Edward Burns

Research Director, Hard Disk Drive and Storage Technologies

Leon Kao

Senior Research Manager, Compute Infrastructure and Service Provider Trends, Worldwide Infrastructure Research

Ashish Nadkarni

Group Vice President and General Manager, Worldwide Infrastructure Research

New Research


  • Microsoft Pivots Around Generative AI at the Ignite Conference

    $7,500.00  Purchase Microsoft Pivots Around Generative AI at the Ignite Conference

    By: 

    • Al Gillen
    • Ritu Jyoti
    • Dave McCarthy
    • Shane Rau
    • Brijesh Kumar
    • Lara Greden
    • Michele Rosen
    • Wayne Kurtzman
    This IDC Market Perspective describes Microsoft’s annual Ignite conference, which was a launching pad (and a relaunching pad) for Microsoft’s many generative AI technologies. There was a blizzard of announcements covering virtually every te...

    Dec 2023 | Doc #US51463623 | Market Perspective

  • Worldwide Server Market Summary and Outlook, 3Q23

    $7,500.00  Purchase Worldwide Server Market Summary and Outlook, 3Q23

    By:  Kuba Stolarski

    This IDC Market Presentation offers an overview of the worldwide server market and related trends as of the third quarter of 2023. Detailed results were released on December 5, 2023, in IDC's Worldwide Quarterly Server Tracker and on Decemb...

    Dec 2023 | Doc #US50266923 | Market Presentation

  • Enabling Technologies: Networking and Communications Infrastructure Processing — Market Presentation for Preliminary Forecast for DPUs

    $7,500.00  Purchase Enabling Technologies: Networking and Communications Infrastructure Processing — Market Presentation for Preliminary Forecast for DPUs

    By:  Brandon Hoff

    This IDC Market Presentation discusses IDC's upcoming preliminary forecast for NIC, SmartNIC, DPU, IPU, FPGA, and network accelerators market presentation. With market feedback, this preliminary forecast for DPUs and IPUs will be followed u...

    Dec 2023 | Doc #US51501922 | Market Presentation

  • Enabling Technologies: Networking and Communications Infrastructure Processing, 3Q23 — FPGAs and Communication Processors/ASSPs

    $7,500.00  Purchase Enabling Technologies: Networking and Communications Infrastructure Processing, 3Q23 — FPGAs and Communication Processors/ASSPs

    By:  Brandon Hoff

    This IDC Market Presentation discusses the results for 3Q23 for networking and communications infrastructure processing semiconductors. This Market Presentation covers the overall Networking and Communications Infrastructure Semiconductor M...

    Dec 2023 | Doc #US51569423 | Market Presentation

  • Worldwide Autonomous Driving Semiconductor: Achieving Leading-Edge Capabilities

    $7,500.00  Purchase Worldwide Autonomous Driving Semiconductor: Achieving Leading-Edge Capabilities

    By:  Adela Guo

    This IDC Market Perspective explores the worldwide autonomous driving semiconductor market size, drivers, competitive landscape, and market characteristics. "The autonomous driving semiconductor market is promising. NVIDIA is the biggest pl...

    Dec 2023 | Doc #US50503023 | Market Perspective

  • ODM Direct Shipments, Component Supply, and Customer Consumption Update: December 2023

    $7,500.00  Purchase ODM Direct Shipments, Component Supply, and Customer Consumption Update: December 2023

    By:  Leon Kao

    This IDC Market Presentation is the most recent update to IDC's mid of December 2023 outlook on the ODM Direct vendors shipment, datacenter system components/commodity supply chain, and the customer consumption during the period. IDC also a...

    Dec 2023 | Doc #US49557924 | Market Presentation

  • Largest 15 Cloud Service Provider Infrastructure Demand Presentation, 3Q23

    $7,500.00  Purchase Largest 15 Cloud Service Provider Infrastructure Demand Presentation, 3Q23

    By:  Leon Kao

    This IDC Market Presentation offers an overview of the worldwide largest 15 cloud service provider infrastructure demand trend for the third quarter of 2023.

    Dec 2023 | Doc #US49556523 | Market Presentation

  • Improving Compute Infrastructure Efficiency

    $7,500.00  Purchase Improving Compute Infrastructure Efficiency

    By:  Kuba Stolarski

    This IDC Tech Buyer Presentation provides suggestions for leveraging key technologies available in the market today that will help improve the efficiency of compute infrastructure or servers. This IDC Tech Buyer Presentation begins with a j...

    Dec 2023 | Doc #US51499423 | Tech Buyer Presentation

  • Worldwide Hard Disk Drive Forecast Update, 2023–2027

    $7,500.00  Purchase Worldwide Hard Disk Drive Forecast Update, 2023–2027

    By:  Edward Burns

    This IDC study presents an update to Worldwide Hard Disk Drive Forecast, 2023–2027 (IDC #US50568323, April 2023). It integrates IDC's current IT hardware and consumer electronics products forecasts through 2027 as well as updated HDD and SS...

    Dec 2023 | Doc #US51423423 | Market Forecast

  • Datacenter Processing, 3Q23: Server CPU, GPU, FPGA, and AI ASICs and ASSPs

    $7,500.00  Purchase Datacenter Processing, 3Q23: Server CPU, GPU, FPGA, and AI ASICs and ASSPs

    By:  Shane Rau

    This IDC Market Presentation was presented to client of IDC's Enabling Technologies: Processors and Architectures research program after the market results from the third calendar quarter of 2023 were gathered and analyzed.

    Dec 2023 | Doc #US51504423 | Market Presentation


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