Tech Wreck Rout Coincides With Record Semiconductor Sales Creating The Perfect Storm
The Semiconductor Industry Association yesterday reported worldwide sales of semiconductors reached $37.1 billion for the month of October 2017, an...
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Machine Trades with a Hammer and Taking the Other Side (Trading the Vol Beneath the Surface)
The recent sell-off and bounce back of Target Corp (TGT US) (Beta of 0.4 – 0.6!!) last week tells a story of volatility not told by the VIX Index...
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Learnings From The History Of Memory Part 3- The Amazing Resurgence of NOR Flash
After peaking at just over $8 billion in 2006, NOR Flash revenues have been declining ever since and in 2016 amounted to just over $2 billion. This...
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Intel's Shocking HPC Roadmap Reset
In a surprise revelation, tucked away neatly in a blog post in advance of this week's SuperComputing Conference (SC17), we learned that Intel Corp...
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Intel Poaches AMD's GPU Guru. Watch Out NVIDIA!
Just three days ago, we had the shock announcement from Intel Corp (INTC US) that they would be using a custom GPU core from Advanced Micro Devices...
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