Smartkarma Originals
A Bear Investment Case for TSMC (In-Depth Version)
From end of 2008 to end of 2017, Taiwan Semiconductor Manufacturing Company (TSMC) (2330 TT) had a remarkable run with the share price up more...
2.6k Views
Smartkarma Originals
A Bull Investment Case for TSMC (In-Depth Version)
Taiwan Semiconductor Mfg Co has dominated the foundry segment over the past two decades. With revenues of $33 billion in 2017, the company had a...
1.7k Views
Intel Touts 3D Logic Scaling, Chiplets & Hybrid Design To Extend Moore's Law
During an invitation-only Architecture Day held on December 11'th 2018, Intel revealed three key strategies aimed at extending Moore's Law. The...
633 Views
Intel. Why This Week's Secretive Architecture Day Should Be On Your Radar Screen
On Tuesday December 11'th 2018, Intel will host an exclusive, hand-picked group of industry analysts for a so-called Architecture Day during which...
573 Views
Renesas: Surges 10% on Positive Nikkei Interview with CEO Suggests Solid M&A Knowhow
After its share price lost two thirds of its value over the last year Renesas Electronics (6723 JP) is surging today after a positive interview...
424 Views