Intel's CPU Supply Shortage - The Harsh Reality Of A 10nm Misstep And Nothing But Upside For AMD
Last week, on September 28'th, Intel's interim CEO and CFO Bob Swan issued an open letter addressing recent public speculation about a growing...
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Intel's Potential $720 Million Holiday Season Gift To AMD
Intel noted on their Q2 earnings call that they would struggle to meet demand for the remainder of the year and so it has come to pass. During the...
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Intel's Life Saving Acquisition Coincides With A Death Cross
Intel's recently announced acquisition of startup Netspeed Systems is a clear signal that the company is scrambling to emulate Advanced Micro...
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Renesas Electronics: Excessive Focus on IDT Deal Multiple Belies Long-Term Strategic Potential
We visited Renesas Electronics (6723 JP) today and discussed the two key issues on investors minds: Inventory build-up is on its way to being...
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TSMC May Have Another New Customer. Intel.
Taiwan Semiconductor has a 56% share of the global semiconductor foundry market making it more than five times larger than its nearest competitor,...
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