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...
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Taiwan - Shorts Cover Tech; Increase Positions in Telecom, Banks, Transportation
Total short notional in Taiwan stocks is TWD 237,399 mm (~US$7.83 bn) as of 31 January 2020.Over the Lunar New Year shortened two weeks, the...
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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...
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