Intel's CPU Supply Shortage - The Harsh Reality Of A 10nm Misstep And Nothing But Upside For AMD
Last week, on September 28'th, Intel's interim CEO and CFO Bob Swan issued an open letter addressing recent public speculation about a growing...
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Intel's Preemptive Strike Against Trade Tariffs
US-imposed trade tariffs on $200 billion worth of exports from China took effect last week despite the unanimous advice of the US technology sector...
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Semiconductors. Is the Bubble About To Burst?
Global semiconductor sales grew to an all-time record high of $412 billion in 2017 for a YoY increase of 21.6%. Of note is the fact that some 50%...
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Intel's Potential $720 Million Holiday Season Gift To AMD
Intel noted on their Q2 earnings call that they would struggle to meet demand for the remainder of the year and so it has come to pass. During the...
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Micron. Separating Fact From Fiction
From analyst downgrades to Chinese court injunctions to the high-profile split with Intel, Micron has encountered a plethora of negative catalysts...
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