NVIDIA's $6.9 Billion Mellanox Band-Aid Is A Strategic Misstep
On March 11'th 2019, Nvidia announced the acquisition of market leading high-speed interconnect company Mellanox for $6.9 billion in an all-cash...
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January Chip Revenues Down 15.6% Year-On-Year
The Semiconductor Industry Association in the US released the latest WSTS figures for January chip revenues. Monthly revenues are down 15.6% from...
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AMD. Market Share Gains Across The Board As Intel Vows To Fight To Protect Its Position
Some two years on from the initial launch of products designed around their new Zen-based architecture, Advanced Micro Devices is finally gaining...
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SoftBank: Does Nvidia Show It Overpaid for ARM?
The news that SoftBank Group (9984 JP) has just sold out of its 4% stake in Nvidia Corp (NVDA US) means that we have an interesting insight into...
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U.S. Tech Stocks Are Leading Market Higher.
The S&P 500 remains just short of formidable resistance at its 200-day MA. Yet, there are signs of continued breadth improvement. Technology...
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