AMD Q1'23 Revenue $5.4 Billion, -3.5% QoQ, -9% YoY. Q2 Flat Sequentially.
Q1’23 revenues of $5.4 billion, down 3.5% QoQ, down 9% YoY, but marginally ahead of the guided midpoint. Q2 revenues of $5.3 billion. Data center...
463 Views
Intel Q1'23 Earnings Review. No Surprises But Pay Attention To The Gross Margin Story
Q1’23 revenues of $11.7 billion, down 37% YoY and 16.5% sequentially. It was the company's first earnings beat since Q1’22. Annual GAAP GM has...
553 Views
TSMC. Betting Big Is Nothing New
Q1 2023 revenues of $16.72 billion, at the bottom end of the guided range, down 16.1% QoQ and 4.8% YoY. Q2 will be the trough. 2023 CapEx at $34...
611 Views
Intel's "5 Nodes In 4 Years" Is A Red Herring
"5 nodes in 4 years" is a meaningless mantra unless qualified with unit volume, ramp speed and yield metrics. These are where the real challenges lie.
569 Views
Semiconductors: More Green Shoots Of Recovery Keep On Popping Up
March revenue numbers from the Taiwan semi ecosystem are surprisingly good. The sequential decline in Q1 2023 PC unit shipments was at the low end...
539 Views