Buy the Chip Equip Dip
The capital equipment space offers moats and growth at favorable prices.In April 2016, we published a report on the wafer fabrication equipment, or...
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Intel. Why This Week's Secretive Architecture Day Should Be On Your Radar Screen
On Tuesday December 11'th 2018, Intel will host an exclusive, hand-picked group of industry analysts for a so-called Architecture Day during which...
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Renesas: Surges 10% on Positive Nikkei Interview with CEO Suggests Solid M&A Knowhow
After its share price lost two thirds of its value over the last year Renesas Electronics (6723 JP) is surging today after a positive interview...
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AMD Reiterates Market Share Progress In Bullish Update at Credit Suisse TMT Conference
During the course of a wide-ranging fireside chat, Advanced Micro Devices CEO Lisa Su delivered a bullish update on the company's competitive...
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AMD's Rome Will Rule An Empire. A Server Empire.
On November 6'th last, at its Next Horizon event held in San Francisco, Advanced Micro Devices revealed further details behind its upcoming, second...
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