Why Would Intel Buy Global Foundries?
We think its a bonkers idea for Intel to acquire Global Foundries. Unless it wants to accelerate its margin demise. We would increase a short...
540 Views
May Semiconductor Revenues Break a Record Once Again
Even the semiconductors that are not in a dire shortage are in tight supply, driving prices and revenues to extraordinary heights. This Insight...
451 Views
TMT Weekly: 4 Things That Stood Out the Week of 7/2/​2021
Intel has more product delays, Coursera's chief competitor is acquired. IBM's email doesn't work and Redhat chief departs. Amazon tries to form a...
376 Views
Weekly Innovation Review (WIRE) #38
Headline Developments: We can now modify DNA inside of a human body (in vivo), thanks to some groundbreaking work announced this week
397 Views
TMT Weekly:Â 3 Things That Stood Out the Week of 6/25/2021
We think Intel's restructuring is a means of burying its coming market share loss driven margin declines, while Comcast rumors are nonsensical....
407 Views