21 Things Worth Knowing (#5)
1. Is Bitcoin a store of value for those with weak currencies? Despite its volatility Bitcoin is making huge inroads in Emerging Markets. ...
145 Views
Intel Q3 2017 Earnings -$2 Billion NAND Prepayments Bodes Well for Memory Business
Intel Corp (INTC US) released their Q3 201 earnings after market close on Thursday, details from the company website can be found here. Revenues...
196 Views
AMD's Latest Earnings. Deja Vu All Over Again
Advanced Micro Devices reported Q3 2017 earnings after hours yesterday, details from their website here. It was basically a good report, revenue...
181 Views
Incumbent 'Second Mover' Advantage as AI Hype Risks Reality Check...
The aggregation effects that fuelled social media/search and e-commerce platforms are not relevant in hardware and the premia being applied to...
255 Views
Learnings From The History Of Memory Part 1 - China's DRAM Dreams
Memory, both DRAM and NAND, are currently in a super-cycle characterized by tight supply and rising prices. Commentators are divided as to whether...
443 Views