AMD's Rome Will Rule An Empire. A Server Empire.
On November 6'th last, at its Next Horizon event held in San Francisco, Advanced Micro Devices revealed further details behind its upcoming, second...
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Semiconductor Memory Prices Continue to Fall
My prior posts have alluded to semiconductor memory price falls for DRAM and NAND flash. This post provides graphic evidence that this fall is...
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AI Readings - Is AI Becoming an Oligopoly?
FEATURE NEWS Will Mobileye reduce Intel’s dependence on PC and Server markets? Intel made a splash when they acquired Israeli company Mobileye for...
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AMD. Just Remember, Rome Wasn't Built In A Day
Advanced Micro Devices  announced third quarter earnings last week with revenues of $1.65 billion, at the bottom end of the forecasted range. The...
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Intel. It Was The Best Of Times, The Worst Of Times
As anticipated, Intel posted yet another record quarter with its latest Q3 2018 earnings report and raised its 2018 full year revenue forecast (for...
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