Intel, AMD Gang Up on NVIDIA
The news yesterday that Intel Corp (INTC US) would incorporate a custom, discrete graphics core from Advanced Micro Devices (AMD US) in its next...
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Broadcom Is Buying Qualcomm; Two Major Challenges Ahead to Close the Deal
SummaryWe believe the merger news is somehow reliable as Broadcom CEO Hock Tan said at TSMC's 30th Anniversary Celebration Forum on October 23 that...
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SoftBank (9984) - Second Thoughts on Sprint (S) Sale
Having looked to be a done deal a couple of days ago, suddenly the Sprint Corp (S US) / T Mobile US (TMUS US) deal is on the ropes. According to...
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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...
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Semiconductor - Couple of Early Signs Confirm a Seasonal Correction to Kick In
Couple of Early Signs Confirm a Seasonal Correction to Kick InAfter 37% ytd performance on Phila semiconductor index (SOX) at 23x P/E and 34% ytd...
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