Intel's Annual Shareholder Meeting Proxy Statement Has A Few Interesting Gems
Pat Gelsinger's departure from Intel was labelled a "retirement" last December, yet the upcoming AGM Proxy Statement refers to it as a...
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Intel Vision: Lip Bu Tan's First Keynote As Intel CEO
I will under promise & over deliver. I will not be satisfied until we delight you. I'm here for as long as it takes. Rather than love, than money,...
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Silicon Box. A Sad Development & Sadly, Still A Black Box
With just six press releases in four years, the company is slow to communicate progress and remains vague on precisely which specific technologies...
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Micron. HBM Gets Even Better, NAND Gets Even Worse
Micron has increased their HBM TAM by $5 billion in each of the past two quarters. They are now expecting to reach an annual HBM run rate of $7.8...
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Intel. Mr. Tan's Greatest Challenge Is Not Process Or Foundry Leadership. It's Something Far Bigger
Intel's BoD awarded its co-interim CEO's $1.5 million each for the 3.5 months in the role. This compares to the new CEO's $1 million annual salary....
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