Intel. How Should We Interpret Jim Keller's Untimely Departure?
Overnight Intel announced the resignation of Jim Keller effective June 11, 2020, due to personal reasons. Keller is a world-renowned chip...
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Spring WSTS Semiconductor Forecast Gives Mixed Outlook
The Spring WSTS semiconductor forecast has been announced and it is very similar at the top-line level to the organization's Autumn forecast...
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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...
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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...
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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...
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