Intel. Winning Streak Will Grind To A Halt In H2 2020
Intel delivered a record Q419 with revenues of $20.2 billion, up 8% YoY and around $1 billion higher than their October guidance. For 2019 as a...
341 Views
CES 2020. Compare & Contrast What Intel, AMD & NVIDIA Had To Say
CES 2020 played out very differently for Intel,AMD and Nvidia. With little in the way of new product launches to announce, Intel emphasised its...
383 Views
Composing the 2020 Semiconductor Forecast
Objective Analysis recently updated its 2020 semiconductor forecast. We are calling for the market to see zero growth at best, but our model...
378 Views
U.S. Equity Strategy: Growth Surging Relative to Value
As we head into Q4 earnings season we remain bullish on the broad market. Our bullish outlook is supported by the themes highlighted in this...
372 Views
November Semiconductor Stats Good, But China Inventory Build May Be Misleading
Monthly chip revenues declined slightly in November, according to the SIA. This SmartKarma Insight examines recently-reported industry revenues to...
417 Views