AMD, Intel And The Spectre Of A Looming Opteron-Style Meltdown
Advanced Micro Devices and Intel both announced their Q2 2018 earnings recently and both reported record results. While AMD's outlook was...
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2019: A Zero-Margin Year for Memory Chips
There's a lot of mystery surrounding semiconductor cycles and the current status of the market. In this post I will explain the typical memory...
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Intel's Data-Centric Innovation Summit- An Impressive Status Quo With One Small Problem
Intel hosted a surprise "Data-Centric Innovation" all-day summit for analysts at its Santa Clara headquarters on Wednesday, August 8'th last. It...
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Tencent Invests in Bitmain - Ready for an IPO!
It was reported in several media sources today that Tencent Holdings (700 HK) agreed to invest in Bitmain, the dominant cryptocurrency mining...
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Tesla's Autopilot 3.0 Hardware - The Delusion May Be Dawning
A tired-sounding Elon Musk presided over Tesla's latest earnings call last week, delivering some much-needed good news for investors along with an...
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