Semiconductor Revenues Collapsing, As Anticipated
On April 1 the World Semiconductor Trade Statistics were released illustrating, as we anticipated, that a full-blown collapse is underway. This...
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Apple Settles With Qualcomm As Intel Throws In The Towel On 5G Smartphone Modems
On the very first day of the landmark jury trial between Apple and Qualcomm over long-running patent licensing issues, the two companies quietly...
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NVIDIA's $6.9 Billion Mellanox Band-Aid Is A Strategic Misstep
On March 11'th 2019, Nvidia announced the acquisition of market leading high-speed interconnect company Mellanox for $6.9 billion in an all-cash...
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January Chip Revenues Down 15.6% Year-On-Year
The Semiconductor Industry Association in the US released the latest WSTS figures for January chip revenues. Monthly revenues are down 15.6% from...
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Intel. Dogged By Headwinds In The Year Of The Pig
Intel's fourth quarter 2018 results last week missed on earnings to the tune of $360 million. That, combined with a tepid outlook for 2019 YoY...
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