Renesas Electronics: Excessive Focus on IDT Deal Multiple Belies Long-Term Strategic Potential
We visited Renesas Electronics (6723 JP) today and discussed the two key issues on investors minds: Inventory build-up is on its way to being...
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TSMC May Have Another New Customer. Intel.
Taiwan Semiconductor has a 56% share of the global semiconductor foundry market making it more than five times larger than its nearest competitor,...
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The Semiconductor Review August 2018
From China's YMTC making a splash a the annual Flash Memory Summit with its reveal of a new "Xtacking" approach to building 3D NAND to Huawei...
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AMD- Why Ryzen Desktop Surges But Mobile Lags
While the lion's share of investor focus has been on Advanced Micro Devices's opportunity in the data center server segment, the consumer PC...
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Intel's Ongoing Security Vulnerabilities May Be Boosting Its Server Sales- For Now
Intel's security vulnerability woes continued this month with the announcement of yet another side-channel attack vector know variously as...
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