Intel Architecture Day 2020. Forget 7nm, We've Got SuperFins!
Intel held its latest Architecture Day on August 13 last, a virtual event led by the company's newly appointed Chief Architect, Raja Koduri. The...
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AEM: Onwards to $1 Billion Market Cap; Now More Attractive as M&A Target with Biz Diversification
AEM Holdings (AEM SP) posted stellar 1H20 results and raised its 2020 guidance. The margin improvement was strong as NPM doubled from 14.8% to...
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AMD. Firing On All Cylinders While Intel Is Firing Their CTO.
AMD reported second quarter earnings of $1.93 billion, up 26% YoY and 8% sequentially, and some $80 million higher than the forecasted midpoint....
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Intel. Deja Vu All Over Again With 7nm Delayed One Year.
Intel's by now all-too-familiar earnings beat this week was completely overshadowed by the veritable bombshell the company dropped regarding its...
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Softbank Group: Accelerated Asset Sales (Alibaba, ARM) Read Across to Vision Fund 2
Softbank has sold a further block of Alibaba shares whilst a restructuring of ARM points the way to a reintroduction of that business to public...
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