Semiconductor Memory. Where Do We Go From Here?
Following Samsung, SK Hynix, Intel and Western Digital's Q4 2019 results last week, a clearer picture is emerging of precisely where we are in the...
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Semiconductor Market Year-End Tally: -12.5%
The Semiconductor Industry Association today announced that 2019 semiconductor revenues were 12.5% below those of 2018. This number should come as...
341 Views
How Far Behind Is Intel's Process Migration?
Intel has fallen behind in process migration to such an extent that its PC processors have been in a shortage for over a year. This SmartKarma...
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AMD. Musings Ahead Of Earnings
On the eve of Advanced Micro Devices latest earnings report, we are concerned about the company's ability to match competitor Intel's...
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Intel. Winning Streak Will Grind To A Halt In H2 2020
Intel delivered a record Q419 with revenues of $20.2 billion, up 8% YoY and around $1 billion higher than their October guidance. For 2019 as a...
341 Views