Samsung Electronics Partners with AMD to Reduce Its Reliance on Qualcomm for GPUs
It was reported this week that Samsung Electronics has entered into a multi-year strategic partnership with Advanced Micro Devices (AMD). AMD will...
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WSTS Forecast Shows Rare Understanding of Downturn
Today's WSTS Spring Forecast, endorsed by the US and European Semiconductor Industry Associations (SIA & ESIA) predicts a 2019 downturn of 12%...
612 Views
Rising Nationalism Propaganda by State Media, China Macro Data 4M 2019
Since May 10 when Chinese Vice Premier Liu He left the Washington without a trade deal with the US, nor any plan for future talks, both countries...
605 Views
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...
1.2k Views
Samsung Electronics (005930 KS): A Generalist's Guide
Tech wreck. DeFANGed. FANG flush. TATS turmoil. All of these headlines have at one point been seen from many a financial news outlet. While most...
542 Views