Eric Smith
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esmithtech.bsky.social
Eric Smith
@esmithtech.bsky.social
Director at @techinsightsinc.bsky.social covering connected computing (tablets, PCs, AI, etc.) from metro Detroit; views expressed are my own; he/him
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...
November 4, 2025 at 3:25 PM
Reposted by Eric Smith
AI sitcom accidentally a Lynchian fever dream. The sort of general malaise that only the genius possess and insane lament.
October 29, 2025 at 9:47 PM
Reposted by Eric Smith
Was quoted in a @networkworld.bsky.social story on NVIDIA and quantum computing.

“Really, it’s QIR that is the load-bearing project in this equation,” says Sanders. “But QIR does not have a marketing team, and as the implementation is stable and feature-complete, it doesn’t need one.”
Quantum Circuits brings dual-rail qubits to Nvidia's CUDA-Q development platform
The Seeker quantum processor from Quantum Circuits now supports Nvidia's CUDA-Q, enabling developers to combine quantum computing with AI and machine learning.
www.networkworld.com
October 28, 2025 at 8:16 PM
Reposted by Eric Smith
This remains the funniest way to hear about an internet outage, though.
October 20, 2025 at 8:41 AM
Reposted by Eric Smith
The Dutch government’s takeover of Nexperia is a new phase in the politicisation of semiconductors. Nexperia is central to automotive electronics; the move could reshape supply chains. Read TechInsights’ latest daily insight link.techinsights.com/dyrm
#Semiconductors #Automotive #Geopolitics
TechInsights Platform
The authoritative information platform to the semiconductor industry.
link.techinsights.com
October 20, 2025 at 10:35 AM
Reposted by Eric Smith
The benefits of US government owning a piece of you...

"Inside Intel’s big bet to save US chipmaking — and itself"

www.ft.com/content/e4b1...
October 10, 2025 at 10:57 AM
Reposted by Eric Smith
AI pushers talk about it "augmenting" capacity, but that ignores human nature. Why walk or bike, when you can drive? It's easier, so most of us do, but you get fat & lazy. AI will do the same to a lot of people's brains, I fear. Via @financialtimes.com piece on AI habits
ig.ft.com/ai-personal-...
October 7, 2025 at 3:52 PM
Reposted by Eric Smith
These are the quarterbacks since 2010 who complete passes at roughly the rate Microsoft Excel’s AI mode accurately edits spreadsheets
October 2, 2025 at 12:26 AM
Reposted by Eric Smith
There's a lot of interesting implications for this, including the future of Intel's Arc iGPU/dGPUs, and a potential route to market for Intel+NVIDIA SoCs powering handheld gaming PCs.
Likewise, NVIDIA & MediaTek were rumored to be pursuing an Arm SoC for Windows... wonder where that stands.
Nvidia and Intel announce a partnership to develop multiple new generations of x86 products; Nvidia will purchase $5B of Intel stock at $23.28 per share (Paul Alcorn/Tom's Hardware)

Main Link | Techmeme Permalink
September 18, 2025 at 11:52 AM
Inflation hasn’t touched the endless $1 choccy milk at the Michigan State Fair. Happy Labor Day, indeed!
September 1, 2025 at 11:09 PM
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...
August 14, 2025 at 7:15 PM
Reposted by Eric Smith
🚗 Automotive memory is evolving fast with breakthroughs in DRAM, NAND, MRAM and PCM. The latest TechInsights report explores market trends, innovation drivers, and what it means for OEMs & suppliers. Big shifts ahead. #Automotive #MemoryTech #Innovation library.techinsights.com/sectioned-bl...
TechInsights Platform
The authoritative information platform to the semiconductor industry.
library.techinsights.com
August 7, 2025 at 12:53 PM
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...
August 6, 2025 at 3:08 PM
Reposted by Eric Smith
B of A: “.. A simple simulation of %y/y core PCE inflation shows we could cross 3% y/y core PCE in July. Indeed, this is precisely our current forecast ..

“.. may also prove too optimistic, as effective tariff rates are settling at levels above our current assumptions.”
August 6, 2025 at 2:27 PM
Reposted by Eric Smith
TIRED: “learn to code!”
WIRED:
June 30, 2025 at 12:35 AM
Echoes of that U2 album
June 24, 2025 at 6:29 PM
My colleague @jamesaltonsanders.com is at #AMDAdvancingAI live posting about the announcements. Go follow him for the latest!
AMD is announcing the Instinct MI350 series AI GPU, which was expected, though is already talking about its annual cadence, for the MI400, which is already "deep in development," CEO Lisa Su said.
June 12, 2025 at 5:34 PM
Reposted by Eric Smith
kind of just endlessly sad and grieving that there are so few voices in the public sphere making the basic principled argument that immigration is an affirmative good in every way and the best way for this country to serve humanity is to welcome people who want or need to leave their homes
June 7, 2025 at 7:35 PM
US rates are being held firm due to tariffs and higher inflation fears, while tariffs and lower inflation contributed to a rate cut in the Euro Zone @skiderlin.bsky.social
www.cnbc.com/2025/06/05/e...
European Central Bank trims interest rates after inflation dips below target
The 25-basis-point interest rate cut had been widely priced in by markets ahead of the ECB's decision.
www.cnbc.com
June 5, 2025 at 2:18 PM
Reposted by Eric Smith
Another ad that feels straight out of a sci-fi film, but from today’s reality 🤖
June 1, 2025 at 6:24 PM
Reposted by Eric Smith
The right to repair electronics is more important than ever, as tariff-induced price increases will prompt consumers to—at least temporarily—delay purchasing new devices, relying on repairs to extend the useful life of gadgets they already own.
May 28, 2025 at 1:51 PM
#COMPUTEX 2025 was widely expected to be the kick-off for the NVIDIA-MediaTek partnership's expansion to the client PC segment, but plans got sidelined. Instead, Intel and Qualcomm partnered up with Dell on an innovative take on an AI mobile workstation at #DellTechWorld
May 21, 2025 at 8:58 AM
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
May 21, 2025 at 4:14 AM
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
May 21, 2025 at 3:50 AM
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
May 21, 2025 at 3:26 AM