Intel. Dogged By Headwinds In The Year Of The Pig
Intel's fourth quarter 2018 results last week missed on earnings to the tune of $360 million. That, combined with a tepid outlook for 2019 YoY...
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Smartkarma Originals
A Bear Investment Case for TSMC (In-Depth Version)
From end of 2008 to end of 2017, Taiwan Semiconductor Manufacturing Company (TSMC) (2330 TT) had a remarkable run with the share price up more...
3k Views
Smartkarma Originals
A Bull Investment Case for TSMC (In-Depth Version)
Taiwan Semiconductor Mfg Co has dominated the foundry segment over the past two decades. With revenues of $33 billion in 2017, the company had a...
2k Views
Intel Touts 3D Logic Scaling, Chiplets & Hybrid Design To Extend Moore's Law
During an invitation-only Architecture Day held on December 11'th 2018, Intel revealed three key strategies aimed at extending Moore's Law. The...
812 Views
Intel. Why This Week's Secretive Architecture Day Should Be On Your Radar Screen
On Tuesday December 11'th 2018, Intel will host an exclusive, hand-picked group of industry analysts for a so-called Architecture Day during which...
773 Views