Trouble at Intel
Trouble at Intel – Intel’s delay of 7nm chips is a near-term financial problem, a boon to its data center competitor, a geopolitical problem and not least a major identity crisis for the company.
Category Archives: The Street
5 chip companies revisited
5 chip companies revisited – With elevated stock prices and cheap debt the large companies have the means to further consolidate the industry. But this time even the biggest companies may be targets.
And then there were ten
Yesterday’s big news was the combination of Analog Devices and Maxim, two of the largest analog chip makers left in the US. We have been commenting on the consolidation among […]
Intel Follow-Up – Data Centers
Intel Follow-Up – Data Centers are no longer the Intel stronghold they once were. AMD has gained share, the big customers are designing their own chips, and suddenly owning the CPU is no longer the strategic high ground it once was.
Noises coming up from the basement of RF
The Journal reported yesterday that Broadcom has put its wireless business unit up for sale. If it comes to pass, this has some big implications for the wireless components industry. […]
Intel for Mellanox?
There is some news out of Intel yesterday, and an even more interesting rumor. The news is that they have chosen a new CEO. We do not know Mr. Swan, […]
What is Apple worth?
In our last post we lamented the fact that Apple has discontinued the reporting of its unit shipment numbers. In that post we pointed out that Apple has done this in […]
Non-disclosure Apple
We will admit at the outset that this post is a nostalgic rant, a wish for a bygone era. A few weeks back Apple announced that they will no longer […]
Crypto and Wall Street Sitting in a Tree…
One of the great threads of commentary in the cryptoasset space is the relationship between the traditional financial industry (i.e. Wall Street) and the ‘disruptors’ (i.e. cryptoassets). This relationship has […]
And then there were four…or three… or maybe it’s two
There have been some important developers in the semiconductor market this week that have unsettled the semiconductor world. The news was that Global Foundries has exited the market for 7nm […]
