Intel, AMD Gang Up on NVIDIA
The news yesterday that Intel Corp (INTC US) would incorporate a custom, discrete graphics core from Advanced Micro Devices (AMD US) in its next...
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21 Things Worth Knowing (Issue 4)
1. A new law in China requires even stricter data residency. A new draft law requires any company doing business with a Chinese company to leave...
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Intel Q3 2017 Earnings -$2 Billion NAND Prepayments Bodes Well for Memory Business
Intel Corp (INTC US) released their Q3 201 earnings after market close on Thursday, details from the company website can be found here. Revenues...
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AMD's Latest Earnings. Deja Vu All Over Again
Advanced Micro Devices reported Q3 2017 earnings after hours yesterday, details from their website here. It was basically a good report, revenue...
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Semiconductor - Couple of Early Signs Confirm a Seasonal Correction to Kick In
Couple of Early Signs Confirm a Seasonal Correction to Kick InAfter 37% ytd performance on Phila semiconductor index (SOX) at 23x P/E and 34% ytd...
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