SoftBank (9984) - DisARMing Behaviour
Having sold 25% of ARM to Vision Fund for US$8bil, Softbank (9984 JP) has announced that it is selling 51% of ARM's Chinese business to local...
249 Views
Could There Be a Chink in Amazon’s Armour?: AI Readings
Could there be a chink in Amazon’s armour?:The latest cloud data provider numbers show that Amazon still has a clear lead as the market leader but...
265 Views
AMD - An EPYC Battle Plan Unfolds
Advanced Micro Devices CEO Lisa Su presented at the annual JP Morgan Global TMT conference on May 15'th. The fireside chat format lends itself to a...
285 Views
Intel - Significant Reveals At JP Morgan 2018 Global TMT Conference
Intel's Murthy Renduchintala (Murthy) represented Intel at the annual JP Morgan Global TMT conference on May 15'th. The fireside chat format lends...
222 Views
Micron's Views Vs. Semiconductor History
Micron's projections for an increased memory share of total semiconductor revenues need to be reviewed in the light of history, which shows that...
321 Views