Semiconductors in April: COVID Impact Still Small
The SIA has released April's semiconductor shipment numbers, and they look positive enough. There is still considerable uncertainty both from the...
423 Views
What's Intel Doing in Memory Chips?
Intel is losing over one billion dollars every year on its 3D XPoint memory chips, a loss that is only partly offset by meager NAND flash and SSD...
300 Views
How Economics Will Undermine Intel's Processor Dominance
Intel's dominance of the processor business is threatened, not because of any technological issues, but because market economics are moving in a...
121 Views
Q1 Semis Up 6.9% Y/Y, but COVID Not Yet Factored In
First quarter semiconductor revenues were reported to be up 6.9% from one year-ago but down 3.9% from the fourth quarter. This positive news...
179 Views
TSMC's Curious Decision To Build A Fab In The US Is Largely A Box-Ticking Exercise.
Following a report in the Wall Street Journal yesterday, TSMCannounced this morning their intention to build a state of the art fabrication...
310 Views