AMD. Market Share Gains Across The Board As Intel Vows To Fight To Protect Its Position
Some two years on from the initial launch of products designed around their new Zen-based architecture, Advanced Micro Devices is finally gaining...
577 Views
AEM Holdings: FY18 Results Solid; Decent FY19 Outlook; Upside Could Come from Huawei and Novoflex
Aem Holdings (AEM SP) reported solid FY18 results and gave a decent outlook for FY19. Customer concentration remains high (85%+ of revenues linked...
587 Views
ASML. Safe Harbor In A Semi Storm.
Dutch lithography bellwether ASML is unique among its WFE peers in forecasting 2019 as yet another growth year for the company, making it eight...
572 Views
SoftBank: Does Nvidia Show It Overpaid for ARM?
The news that SoftBank Group (9984 JP) has just sold out of its 4% stake in Nvidia Corp (NVDA US) means that we have an interesting insight into...
410 Views
Semiconductor Memory Business Shrinking Fast
Earnings have been announced for Intel, Samsung, SK hynix, and Western Digital, and the memory business is clearly undermining all of these...
907 Views