Primer: Altera (1541931D US) - Aug 2026
Newly Independent Entity with Private Equity Backing: Altera has re-emerged as a standalone company focused purely on the Field-Programmable...
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Lattice Semiconductor
It’s an exciting time when your favorite semiconductor CEO comes out of “retirement” to return as a CEO. Mine is personally Ford Tamer, who drove...
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Earnings: ON, AMKR, RMBS, UCTT, AMD, ASMI, KLAC, MPWR, ALGM, STM, INTC
Another week of earnings. I will start with a summary and then go into specific bits from each company. I continue to like automotive,...
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5 Ways The Internet Of Things Will Influence Commerce
The "internet of things" (IoT) concept is in its nascent stage of development, but it is on the verge of exploding. To put its development into...
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Andrew on Tech: Will Emerging Memory Technologies Replace DRAM/NAND?
Problems with existing DRAM/NAND flash: Due to some problems on performance, production scaling, and lower power requirement, lots emerging memory...
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