WSTS Forecast Shows Rare Understanding of Downturn
Today's WSTS Spring Forecast, endorsed by the US and European Semiconductor Industry Associations (SIA & ESIA) predicts a 2019 downturn of 12%...
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The X86 Server Processor Market: Intel May Lose the Battle ButWill Still Win the War
Over the past decade-plus, Intel's chip design and manufacturing prowess has enabled the firm to absolutely dominate the PC and server processor...
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Why Commodities Drive the Semiconductor Cycle
The semiconductor industry is undergoing a collapse, as it does every few years. Investors who understand why this occurs, and how it hits certain...
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AMD. Soaring On Debut Computex Keynote & Impressive Roadmap Announcements.
Advanced Micro Devices delivered their first ever keynote at Computex 2019 in Taipei yesterday, a fitting tribute for the company's 50'th...
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Exploring Memory Companies' Inventory Write-Downs
During the latest round of memory manufacturer earnings calls only three companies wrote down their inventories: Western Digital (WDC), Intel, and...
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