Tech News This Week: Samsung Multiple Negatives. Intel Facing Reality. TSMC, Mediatek.
​Tech industry facing job cuts. stable market share for Mediatek-Qualcomm in mobile, foundry top-10 sees growth in 5-4-3nm but struggles with...
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Mediatek: Apple Watch Win Highlights Smartwatch Market Opportunity; Apple Supply Chain Breakthrough
​Mediatek's breakthrough into Apple's supply chain for the Apple Watch highlights a significant opportunity in the smartwatch market, with...
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Tech News: Semi Revised Up, TSMC CoWoS up 3x, Hynix Speeding up for Nvidia, Intel 18A Behind TSMC N2
​Semi revised up for 2024 and 2025, with AI demand exceeding expectations. Taiwan AI Server ODM revenues continue to soar. Samsung, Hynix, TSMC...
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The Death of Intel: When Boards Fail
If you haven’t heard the news, Pat Gelsinger is “retiring.” The reality is this was not a retirement but a firing of Pat. His brief stint of 1386...
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Intel CFO @ UBS Global Technology Conference "Core Strategy Remains Intact"
Core strategy remains intact. 18A on track but many milestones to go before ramp in H225, it's more geared towards HPC & its PDK is skewed towards...
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