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...
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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...
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Intel's New CEO. The Best An IDM Can Get?
After seven months of searching, Intel has just announced that interim CEO Bob Swan's position will be made permanent, making him the seventh CEO...
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2019 Semiconductors: 5%+ Decline
An earlier post outlined the general direction of the Objective Analysis 2019 forecast but didn't provide any numbers. In this post I explain the...
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AMD. Our Opteron Thesis Is Intact & Reinforced After Q4 2018 Earnings
Advanced Micro Devices reported earnings of $1.42 billion for fourth quarter 2018, up 6% YoY, narrowly missing consensus estimates by $20 million....
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