2019: A Zero-Margin Year for Memory Chips
There's a lot of mystery surrounding semiconductor cycles and the current status of the market. In this post I will explain the typical memory...
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Intel's Data-Centric Innovation Summit- An Impressive Status Quo With One Small Problem
Intel hosted a surprise "Data-Centric Innovation" all-day summit for analysts at its Santa Clara headquarters on Wednesday, August 8'th last. It...
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Tencent Invests in Bitmain - Ready for an IPO!
It was reported in several media sources today that Tencent Holdings (700 HK) agreed to invest in Bitmain, the dominant cryptocurrency mining...
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Tesla's Autopilot 3.0 Hardware - The Delusion May Be Dawning
A tired-sounding Elon Musk presided over Tesla's latest earnings call last week, delivering some much-needed good news for investors along with an...
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Intel Q2 2018 Earnings Call Review
Q2 2018 was arguably Intel's best quarter ever in what is shaping up to be the company's best year ever. In addition to increasing the full-year...
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