TSMC - Market Might Wait for a Consensus Expectation Reset Before Turning Positive on Strong 3Q
Executive summary Strong 2H17 intact: Despite weaker 1H17, TSMC reiterates 2H17 sales over 2H16 by 5% in US$ term, implying 3Q17 sales growth of...
316 Views
Samsung Leads TSMC 10nm Ramp by 3 Months and Cuts TSMC's Mid-Node Advantages on 8/6nm Introductions
What's new?Last week, Samsung Electronics Co Ltd (005930 KS) announced to have shipped more than 70,000 wafers of its first-generation 10nm LPE...
399 Views
Challenges and Risks Ahead for Intel; Part 2 on Microsoft's Olympus Platform to Invite Competitors
Summary Microsoft invites Intel's competitors to cloud: At 2017 Open Compute Project Summit, Microsoft announced a collaboration with Qualcomm's...
222 Views
Challenges and Downside Risks Ahead for Intel Due to Lack of 10nm
Challenges ahead for Intel due to lack of 10nmIn addition to Advanced Micro Devices (AMD US) is rolling out its 14nm Ryzen gaming CPU 1800X at the...
262 Views
Will a Gaming CPU Price War Between Intel and AMD Begin?
Summary A new AMD CPU at less than 50% of Intel one: AMD announced Ryzen 7 x86 CPUs for PC gamers, creators, and enthusiasts to be performance...
485 Views