April Semiconductors Down Again, 14.6% Year/Year
The World Semiconductor Trade Statistics (WSTS) reveal that monthly semiconductor revenues for April were 14.6% below those of April 2018. This...
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Samsung Electronics Partners with AMD to Reduce Its Reliance on Qualcomm for GPUs
It was reported this week that Samsung Electronics has entered into a multi-year strategic partnership with Advanced Micro Devices (AMD). AMD will...
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WSTS Forecast Shows Rare Understanding of Downturn
Today's WSTS Spring Forecast, endorsed by the US and European Semiconductor Industry Associations (SIA & ESIA) predicts a 2019 downturn of 12%...
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The X86 Server Processor Market: Intel May Lose the Battle ButWill Still Win the War
Over the past decade-plus, Intel's chip design and manufacturing prowess has enabled the firm to absolutely dominate the PC and server processor...
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Why Commodities Drive the Semiconductor Cycle
The semiconductor industry is undergoing a collapse, as it does every few years. Investors who understand why this occurs, and how it hits certain...
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