Learnings From The History of Memory Part 4- The Insatiable Demand For NAND Flash
NAND Flash bit shipment grew at a CAGR of 52% between 2010 and 2015, down from CAGR of 117% in the previous five years but still a remarkable...
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Learnings From The History Of Memory Part 3- The Amazing Resurgence of NOR Flash
After peaking at just over $8 billion in 2006, NOR Flash revenues have been declining ever since and in 2016 amounted to just over $2 billion. This...
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Intel's Shocking HPC Roadmap Reset
In a surprise revelation, tucked away neatly in a blog post in advance of this week's SuperComputing Conference (SC17), we learned that Intel Corp...
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U.S. Equity Strategy & Individual Sector Commentaries
In our November Macro Vision report, we provide an appraisal and recommendations for each of our 12 Sectors, with extra attention devoted...
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Intel Poaches AMD's GPU Guru. Watch Out NVIDIA!
Just three days ago, we had the shock announcement from Intel Corp (INTC US) that they would be using a custom GPU core from Advanced Micro Devices...
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