AMD. Firing On All Cylinders While Intel Is Firing Their CTO.
AMD reported second quarter earnings of $1.93 billion, up 26% YoY and 8% sequentially, and some $80 million higher than the forecasted midpoint....
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(Mostly) Asia M&A: July 2020 Roundup
For the month of July, 17 new deals were discussed on Smartkarma with an overall announced deal size of ~US$32bn. Clicking on the company name...
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Bilibili: Early Thoughts on Bilibili’s Secondary Listing
Over the past couple of weeks, several news media outlets have reported that Bilibili, a Chinese video site, is considering a secondary listing on...
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Intel Earnings Call - Solid Revenues Partly Thanks to COVID-19
In Intel's earnings call today the company showed Y/Y revenue growth of 20% that was due in part to the data center build-out caused by COVID-19...
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Is SEMCO Entering Apple Supply Chain for Cameras?
Looking into the following news that Samsung Electro Mechanics Co, Ltd. (009150 KS) will be supplying iPhone 12 from 2H2020. They key is the...
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