NVIDIA's $6.9 Billion Mellanox Band-Aid Is A Strategic Misstep
On March 11'th 2019, Nvidia announced the acquisition of market leading high-speed interconnect company Mellanox for $6.9 billion in an all-cash...
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Moore's Law May Not Be Dead, After All
For years semiconductor makers and investors have worried that Moore's Law will end. Although it is not difficult to find proponents of this...
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January Chip Revenues Down 15.6% Year-On-Year
The Semiconductor Industry Association in the US released the latest WSTS figures for January chip revenues. Monthly revenues are down 15.6% from...
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Memory Chips and the Elasticity Myth
During recent earnings calls memory chip makers have postulated that the market will return to higher margins once price elasticity causes demand...
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AMD. Market Share Gains Across The Board As Intel Vows To Fight To Protect Its Position
Some two years on from the initial launch of products designed around their new Zen-based architecture, Advanced Micro Devices is finally gaining...
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