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Eric Smith @esmithtech.bsky.social · 04/08/2026

TechInsights' Q2 2026 tablet market results are out and it was a (predictably) rough quarter as higher prices and an inventory pull-in from Q1 softened demand Get the full results in the TechInsight Platform: library.techinsights.com/hg-content/e...

A blurred datatable of tablet market share results in Q2 2026. Full results are available at the link in the post.

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Eric Smith @esmithtech.bsky.social · 18/06/2026

For all the noise Dell made in deemphasizing AI back at CES 2026, they sure send a decent amount of marketing emails about AI PCs. Not a contradiction on their part (our research shows commercial buyers care about on-device AI), I just think that message was over-amplified by the tenor of the times

A marketing email from Dell headlining Dell Pro AI PCs

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Eric Smith @esmithtech.bsky.social · 11/03/2026

I had the opportunity to test out the MacBook Neo for the last few days and wrote about how I see this fitting into the PC landscape of 2026: library.techinsights.com/hg-content/6...

14-inch MacBook Pro and 13-inch MacBook Neo side by side

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Eric Smith @esmithtech.bsky.social · 19/02/2026

The notebook PC market ended 2025 strong with 9% growth for Q4 and the full year. More details available through the link below at @techinsightsinc.bsky.social for all registered users. Sign-up is free and simple! 🔗 library.techinsights.com/hg-content/e...

Blurred datatable of notebook PC market share results in Q4 2025. Full details available in the link in the post for the TechInsights Platform

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Eric Smith @esmithtech.bsky.social · 06/02/2026

What a year for the tablet market! 2025 started out with inventory pull-ins due to US tariffs, and ended with inventory pull-ins due to DRAM and NAND shortages. The net result for the year? Higher shipments and higher ASPs.

A blurred data table of global tablet market share in Q4 2025. Full details are available through the link in the post.

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Eric Smith @esmithtech.bsky.social · 15/01/2026

Great way to meet the moment here! Gotta love companies "honoring" Martin Luther King Jr. with stuff like...a 15% discount on property and insurance casualty books

Email header with the subject line: "Honoring MLK Day: Savings on Professional Products that Empower You"

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Eric Smith @esmithtech.bsky.social · 18/11/2025

I don’t speak Chinese, but I’m pretty sure the Captcha call wasn’t cussing me out. fwiw live translation ended up working after six tries

Screenshot of a poor live translation of a phone call, where it writes “b*tch”

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Eric Smith @esmithtech.bsky.social · 04/11/2025

ICYMI: Q3 2025 tablet results are out, and the US market came back to life to keep global growth positive. Read our free insight for more! library.techinsights.com/hg-content/f...

Blurred market share results table for Q3 2025 tablets. Full results available at link in post

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Eric Smith @esmithtech.bsky.social · 02/09/2025

Inflation hasn’t touched the endless $1 choccy milk at the Michigan State Fair. Happy Labor Day, indeed!

A receipt for endless Guernsey Farms chocolate milks at the Michigan State Fair

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Eric Smith @esmithtech.bsky.social · 14/08/2025

The notebook PC market defied macro challenges and grew 8% year-over-year in Q2 2025 due to strong commercial and education sector refresh demand. Full results are available for free in the TechInsights Platform library.techinsights.com/hg-content/7...

A table of global notebook PC market share results in Q2 2025. Full details are available at the accompnaying link

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Eric Smith @esmithtech.bsky.social · 06/08/2025

The tablet market grew 2% YoY in Q2 2025 as the post-COVID tablet refresh cycle remained strong for the first half of 2025. It was a tale of demand in China staying hot and weakening in the US. Click through for full details for free library.techinsights.com/hg-content/8...

Global Q2 2025 preliminary tablet vendor results. Full details are available through the accompanying link

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Eric Smith @esmithtech.bsky.social · 21/05/2025

AMD pledging to ship every new architecture with ROCm from now on to support client side as much as they have enterprise in the past. A few slides detailing Linux, Windows, and specific chip platforms roadmap for adding ROCm support. Wonky but important to software and AI development #COMPUTEX

AMD ROCm on PyTorch and ONNX ready later this year 2025 for full Windows support

AMD ROCm available on RedHat Pro, Ubuntu, and OpenSUSE this year for in-box support for Linux

AMD ROCm support now available on RYZEN AI Max and Radeon RX 9000 series

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Eric Smith @esmithtech.bsky.social · 21/05/2025

The newly announced AMD Threadripper Pro 9000 “Shimada Peak” compares very well against Intel Xeon 7. I’m pretty sure I saw this last night at AMD’s private booth and it really is a beast with video and image rendering #COMPUTEX

AMD Ryzen "Threadripper" PRO | Shimada Peak*
9000 Series
“The world's best workstation processor”

96 cores | 192 threads
5.4GHz max boost
384MB L3 cache
"Shimada Peak"
128 PCle® Gen 5 Lanes

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Eric Smith @esmithtech.bsky.social · 21/05/2025

ASUS’ SY Hsu now on stage to talk enterprise solutions with AMD chips, announcing ExpertBook P3 laptop, and ExpertCenters P600 AIO, P700 Tower, and PN54 Mini #COMPUTEX

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Eric Smith @esmithtech.bsky.social · 21/05/2025

Lenovo’s Luca Rossi is everywhere this week. Now he’s on stage with AMD to talk AI PC with Jack Hyun. He says by 2028, 80% of PCs will be AI PCs and they are investing heavily in agnostic software to support this ecosystem #COMPUTEX

Lenovo’s Luca Rossi, President of Intelligent Devices Group, on stage at AMD press conference at COMPUTEX 2025

AMD RYZEN AI 395 is 15% faster than Apple M4 Pro chip

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Eric Smith @esmithtech.bsky.social · 21/05/2025

AMD’s Jack Hyun just announced that RX9060 XT GPU drops worldwide at June 5 starting at $349 #COMPUTEX

AMD Radeon™ RX 9060 XT 16GB
The world's best graphics card under $350

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Eric Smith @esmithtech.bsky.social · 21/05/2025

“I’m not upset at the (export control) policy, but it’s wrong,” says NVIDIA’s Jensen Huang. Their market share and ASPs are down since the Biden admin and had to write off billions of $$ in H20 inventory #COMPUTEX #GTC

Jensen Huang on stage at NVIDIA’s GTC Taipei press and industry analyst question and answer session

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Eric Smith @esmithtech.bsky.social · 21/05/2025

Here at the NVIDIA press conference with a few questions in my pocket for Jensen. These are my least embarrassing selfies with the GB200, GB300, DGX Spark, and DGX One #COMPUTEX #GTC #OxfordComma

Me posing with the GB200 and GB300 at NVIDIA GTC Taipei

Me posing with the DGX Spark and DGX One at NVIDIA GTC Taipei

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Eric Smith @esmithtech.bsky.social · 19/05/2025

NVIDIA and Qualcomm kicked off #COMPUTEX2025 with two big keynote addresses, laying out their visions in AI. What we found most compelling is the connection between the two companies.

NVIDIA’s Jensen Huang announced NVLink Fusion at COMPUTEX 2025

Qualcomm’s Cristiano Amon teased their re-entry into datacenter at COMPUTEX 2025

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Eric Smith @esmithtech.bsky.social · 19/05/2025

Make it three with Luca Rossi of Lenovo talking about their efforts to bring adaptive AI accessible for all people across smartphones, tablets, PCs, and smartwatches #COMPUTEX

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Eric Smith @esmithtech.bsky.social · 19/05/2025

Two walk-ons so far at Qualcomm press conference. SY Hsu of Asus talking about Zenbook A14 and Alex Cho of HP talking about the OmniBook 5 series. Qualcomm is emphasizing the importance of partnerships to their strategy #COMPUTEX

Slide introducing HP OmniBook 5 Series
Bringing the latest Al experiences mainstream
Up to 34 hours of Battery Life
Unplugged performance
2K OLED display with Snapdragon X and X Plus processors

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Eric Smith @esmithtech.bsky.social · 19/05/2025

And Fortnite is coming natively to Snapdragon PCs with anti-cheat features #COMPUTEX

Cristiano Amon in front of a Fortnite display at COMPUTEX

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Eric Smith @esmithtech.bsky.social · 19/05/2025

Cristiano Amon now talking about the progress Snapdragon X platform has made in PC. 93% of time all users spend is now native Arm processing, including 1400+ games #COMPUTEX

Christian’s Amon of Qualcomm shaking hands with James Huang of TAITRA at COMPUTEX

Facts about Snapdragon X platform, including

3X growth in native apps
93% user time innovative experiences
50+ NPU-powered features

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Eric Smith @esmithtech.bsky.social · 19/05/2025

NVIDIA Constellation is their new Taiwan Office, stylized by a Star Trek looking ship that landed in Taipei behind Jensen on the big screen #COMPUTEX #GTC

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Eric Smith @esmithtech.bsky.social · 19/05/2025

NVIDIA announcing NVLink Fusion to allow for custom ASICs, TPUs, etc., non-NVIDIA CPUs or GPUs to integrate into other NVIDIA technology in accelerated computing racks #COMPUTEX #GTC

NVLink Fusion Seni-Custom AI Infrastructure

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Eric Smith @esmithtech.bsky.social · 19/05/2025

After saying hi to his parents in the audience, NVIDIA’s Jensen Huang is making the case for why AI datacenters ought to be recognized as factories for the “intelligence revolution” producing tokens #COMPUTEX #GTC

Jensen Huang talking on stage at NVIDIA GTC Taipei

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Eric Smith @esmithtech.bsky.social · 19/05/2025

Here at the Taipei Music Center for NVIDIA GTC Taipei at #COMPUTEX. The public transit here is great but I could do with 4 fewer badges tbh

NVIDIA GTC Taipei at Taipei Music Center

Me holding up multiple badges at COMPUTEX

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Eric Smith @esmithtech.bsky.social · 19/05/2025

Paul Peng, Taipei Computer Association Chairman, says 60% of the #COMPUTEX show floor is comprised of companies working on AI “Taiwan stands strong in the AI era” #AINext

Paul Peng, Taipei Computer Association Chairman, speaking at COMPUTEX global press conference

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Eric Smith @esmithtech.bsky.social · 19/05/2025

Kicking off #COMPUTEX, James Huang, TAITRA Chairman, mentions geopolitical instability as the backdrop for the next step for AI in computing, robotics, and mobility #AINext

James Huang, Chairman of TAITRA, speaking on stage at COMPUTEX 2025

James Huang, Chairman of TAITRA, speaking on stage at COMPUTEX 2025 with images of Popes Leo XIII and Leo XIV

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Eric Smith @esmithtech.bsky.social · 18/05/2025

Exploring Taipei this morning before meetings in and around #COMPUTEX begin and this marketing battle between Qualcomm and NVIDIA felt fitting. Note the Jensen playing cards for sale

Qualcomm billboard above an NBIDIA branded truck selling swag in Taipei

Jensen Huang playing cards with him stylized as a king

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Eric Smith @esmithtech.bsky.social · 07/05/2025

ICYMI: The tablet market had a good Q1 2025 as tariffs loomed over vendor distribution strategies, sourcing, marketing, pricing, as well as consumer purchasing decisions. Xiaomi Technology jumped to the third spot for the first time. To read more: library.techinsights.com/hg-asset/96a...

Global tablet market share data table for Q1 2025, with Apple, Samsung, Xiaomi, Lenovo, and Amazon in the top five spots and 6% annual market growth

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Eric Smith @esmithtech.bsky.social · 24/04/2025

iPhone doesn’t speak Michigander 😒

Grocery list organized by iPhone, which listed Vernors as produce

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Eric Smith @esmithtech.bsky.social · 11/03/2025

Pretty cool that the WSJ photographer was able to travel back and forth to Mustafar to get Lord Vader’s opinion on the news so quickly

Photo of a guy resembling Darth Vader standing in front of a blast furnace above a headline about US steel and aluminum tariffs increasing to 50% on Canadian imports

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Eric Smith @esmithtech.bsky.social · 06/03/2025

It's been two-and-a-half years since Apple's most popular iPad model was updated, but it finally got a refresh earlier this week. Read on for more implications of this launch library.techinsights.com/sectioned-bl...

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Eric Smith @esmithtech.bsky.social · 31/01/2025

Despite growing double digits for most of the year, the tablet market grew only 3% year-over-year in Q4 2024 with growth from Apple, Lenovo, and Xiaomi partially offset by declines elsewhere in the market, including Samsung and Amazon. For more, read here! library.techinsights.com/hg-asset/b75...

Q4 2024 Preliminary Global Top 5 Tablet Vendors' Results from TechInsights. Including Apple, Samsung, Amazon, Lenovo, and Xiaomi.

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Eric Smith @esmithtech.bsky.social · 30/01/2025

We wrote about Microsoft's earnings here yesterday: library.techinsights.com/hg-asset/551...

Microsoft revenue and operating margins from Q4 2022 to Q4 2024

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Eric Smith @esmithtech.bsky.social · 30/01/2025

We wrote about Microsoft's earnings from yesterday here: library.techinsights.com/hg-asset/551...

Earnings and operating margin results from Microsoft from Q4 2022 to Q4 2024

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Eric Smith @esmithtech.bsky.social · 21/01/2025

I'm always impressed by the products, services, and technologies nominated for the GLOMO Awards, and this year's edition had some truly excellent nominations. More to come as #MWC2025 approaches!

Stylized image with text:
Global Mobile Awards 30 Years
Proud to be a GLOMO 2025 judge
Eric Smith
Director, Connected Computing
TechInsights

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Eric Smith @esmithtech.bsky.social · 09/01/2025

What a throwback…smoking cigarettes and listening to radios

Sign on a bus that says:
“Smoking, Eating, and Radio Playing is Prohibited”

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Eric Smith @esmithtech.bsky.social · 07/01/2025

How lucky am I? Covering tech all day at #CES2025 and meeting @snoopdoggydogg.bsky.social by night at Pepcom talking about Lockly smart locks!

Snoop Dogg and analyst friends Steve Waltzer and Jack Narcotta at Pepcom

Lockly smart locks with random generated number pads

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Eric Smith @esmithtech.bsky.social · 07/01/2025

This is a supercomputer in a mini PC form factor. I expect more later in the year. Project DIGITS drops in May #CES2025 #NVIDIA

NVIDIA’s Jensen Huang holding Project DIGITS, a super computer in a mini PC form factor

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Eric Smith @esmithtech.bsky.social · 07/01/2025

“One more thing” from Jensen confirms the MediaTek rumors in a slightly different flavor, called Project DIGITS, built on GB10 super chip. Check the ALT text in this image for specs! #CES2025

Connectivity
Wi-FI, Bluetooth, USB
Connect
NCCL, RDMA, GPUDirect
4 TB SSD
GB10 Superchip
Blackwell GPU
1 PFLOP FP4 Al Compute
Grace CPU
20 Arm Cores
- High-Bandwidth Unified Memory
128 GB Low-Power DDR5X

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Eric Smith @esmithtech.bsky.social · 07/01/2025

Toyota will use NVIDIA’s Drive AGX and Drive OS to develop its next generation of autonomous vehicles, adding the largest global OEM to an impressive list of AV competitors (the circle is mine) #CES2025 #NVIDIA

List of global car brands using NVIDIA Drive OS for their autonomous vehicles, including Waymo, Xiaomi, Zoox, BYD, Tesla, and now the largest OEM: Toyota

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Eric Smith @esmithtech.bsky.social · 07/01/2025

NVIDIA Cosmos (open licensed on GitHub) announced today as a foundational model (working with NVIDIA Omniverse) to train physical objects controlled by AI in virtual worlds to reduce cost of training in physical world #CES2025

NVIDIA Cosmos World Foundation Models
Autoregressive Model
Diffusion Model
Video Tokenizers
Video Processing and Curation Pipeline

"Multiverse Playground for Robots"
Post-Training Scaling
Omniverse
Cosmos
Robot Al

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Eric Smith @esmithtech.bsky.social · 07/01/2025

NVIDIA agentic AI utilizing NIMs on the GPU through Windows Subsystem on Linux 2. Jensen is making the case for very powerful AI PCs running on RTX GPUs #CES2025

Flow chart of how AI is processed on an NVIDIA GPU in CUDA while still working within a Windows OS

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Eric Smith @esmithtech.bsky.social · 07/01/2025

This breakaway video they used to build up to the reveal reminds me that we will have a blast tearing these chips down @techinsightsinc.bsky.social so stay tuned! #CES2025 #NVIDIA

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Eric Smith @esmithtech.bsky.social · 07/01/2025

Half the power, 1.5x to 3x leaps in performance, and lower pricing for comparable performance levels #CES2025 #NVIDIA

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