Intel Licenses 64bit ARM to Boost Foundry
What's new?Announced at the Intel Developer Forum yesterday, Intel is licensing ARM's 64bit physical CPU core in order to win more foundry...
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SMIC Gains Shares at Expense of Peers
SummarySMIC reports clear beats on 2Q16 results and 2H16 guidance and outlook against peers and Bloomberg consensus estimates, largely driven by...
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Insights from Taiwan Semi/Tech July Sales
Despite recent strong performance (17% ytd) across US and Taiwan semiconductor index, we are turning a bit cautious here because Taiwan Semi/Tech...
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Andrew on Tech: Automotive Semis the Next Wave
Post Bayerische Motoren Werke AG (BMW GR), Intel Corp (INTC US) , and Mobileye announced new self-driving car to launch by 2021 together with...
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MediaTek Guides Stronger 2H16 and Comments IC Shortage
Driven by smartphone ASP increase of 5-10% q/q on mix change to Helio 4G products (>15% of shipment in 2Q16 and >20% in 2H16), Mediatek Inc...
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