Intel. A Most Revealing Insight Into How The Company Views & Manages Its Competitive Positioning
Late last week an internal Intel Corp document was leaked and it contained some very frank and surprising admissions from the company regarding the...
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Why Commodities Drive the Semiconductor Cycle
The semiconductor industry is undergoing a collapse, as it does every few years. Investors who understand why this occurs, and how it hits certain...
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AMD. Soaring On Debut Computex Keynote & Impressive Roadmap Announcements.
Advanced Micro Devices delivered their first ever keynote at Computex 2019 in Taipei yesterday, a fitting tribute for the company's 50'th...
583 Views
PC Partner (1263 HK): Hoping for Bitcoin Revival to Rescue 2H19; Nvidia Overhang Remains
PC Partner (1263 HK) is on track to publish poor 1H19 results (estimate -70M to -100M HKD loss) as the GTX graphic cards from Nvidia continue to...
678 Views
NVIDIA. Headwinds Mount As AMD Continues To Erode Their AI Training Market Leadership
On their latest earnings call for Q1 2020, Nvidia reported revenues of $2.2 billion in line with their forecast, down 31% YoY and up 1%...
623 Views