Earnings: ON, AMKR, RMBS, UCTT, AMD, ASMI, KLAC, MPWR, ALGM, STM, INTC
Another week of earnings. I will start with a summary and then go into specific bits from each company. I continue to like automotive,...
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Lattice Semiconductor
It’s an exciting time when your favorite semiconductor CEO comes out of “retirement” to return as a CEO. Mine is personally Ford Tamer, who drove...
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AI Hardware. Executive Departures & Product Cancellations Signal Troubled Times For Intel's Roadmap.
At their AI Summit held in November 2019, Intel touted the advantages of their forthcoming Nervana processors for both AI training and inference....
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US Trump Blocks Lattice Acquisition for Security Risk - China Will Have to Build Its Own Now
What's new?According to Bloomberg News today, US President Donald Trump blocked a Chinese-backed Canyon Bridge Capital Partners from buying Lattice...
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5 Ways The Internet Of Things Will Influence Commerce
The "internet of things" (IoT) concept is in its nascent stage of development, but it is on the verge of exploding. To put its development into...
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