bearish•Thematic (Sector/Industry)•31 Mar 2023 12:48
Intel's Data Center & AI Investor Webinar Key Takeaways
Intel has lost its competitive edge to AMD on the server side. Regaining that leadership will require home runs on both Granite Rapids and Intel 3...
bearish•Thematic (Sector/Industry)•29 Mar 2023 11:19
Micron Calls FY23Q2 Trough But More Pain Still To Come
On the FY23Q2 earnings call last night, Micron pegged it as their trough quarter while taking a $1.4 billion hit on inventory write-down. A further...
bullish•Thematic (Sector/Industry)•23 Mar 2023 11:56
Anatomy Of A Semiconductor Downturn
The current semiconductor downturn is largely attributable to the reversion of PC and Smartphone unit shipments to their pre-pandemic norms. We...
bearish•Thematic (Sector/Industry)•22 Mar 2023 16:58
Intel's GPU Guru Departs. Very Abruptly.
Intel's GPU/DPU data center roadmap was already "simplified" in back in January. Will what remains survive the ongoing cuts across the company?
bearish•Thematic (Sector/Industry)•22 Mar 2023 11:19