Intel. Deja Vu All Over Again With 7nm Delayed One Year. Long TSMC.
Intel's by now all-too-familiar earnings beat this week was completely overshadowed by the veritable bombshell the company dropped regarding its...
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Softbank Group: Accelerated Asset Sales (Alibaba, ARM) Read Across to Vision Fund 2
Softbank has sold a further block of Alibaba shares whilst a restructuring of ARM points the way to a reintroduction of that business to public...
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U.S. Equity Strategy - Bullish Outlook Intact
Considering the absence of breakdowns for the major indexes and for individual Sectors, along with the Fed covering investors’ backs, we continue...
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Intel. The Competitive Threat That Is ARM.
Apple's long-awaited decision to ditch Intel in favour of its own custom silicon based on ARM was finally announced on June 22 last. Apple sold...
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Moore's Law Has Ended... Again!
Moore's Law, originally published in 1965, has been expected to end several times over its 55-year history, but never seems to fulfill those...
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