The numbers on data center processor revenue share are stark. Nvidia has been growing strongly for years and now dominates the league tables. The only question is really what is the new status quo for their share?
We looked at revenue and operating income per employee for the big semis companies, and since that was so much fun, we looked at another dozen companies. Broadcom and Apple are in a league of their own. It is good to have a software or licensing business.
How will Intel’s sales team adjust to the company’s new accounting scheme? A lot rides on this seemingly small change in accounting.
Apple’s M3 launch stood out for its focus on how people actually use computers, the lack of AI acronyms and the fact that they launched 3 chips all at once. It is only getting harder to compete with them.
Microsoft is opening up the market for Arm-based laptop CPUs. This is bad news today for Qualcomm, and potentially bad for Intel over the very long term
Tower Semi ended up with the steak knives consolation prize of a supply deal with Intel instead of an acquisition. The next few years are going to be very challenging for the company as competition and capacity increase across the sector.
Intel’s Analyst Day was a good chance to preview their messaging for their next generation of products. Expect to hear a lot about AI PCs, software freedom and TCO. Some of this rings true.
The big news in semis yesterday was Intel’s announcement that it was ending its bid to buy Tower Semi. As with so many deals in recent years, China’s anti-trust regulators […]
Like the hero of a zombie movie – Intel has fixed its manufacturing process and awoken from its coma – only to find the world radically altered. Intel has a lot of talent, but the competition is clawing at the door.
AMD reported a quarter with a lot of moving parts. Soft PC demand, a tight supply chain, uninspiring gross margins were offset by what sounds like good traction for new data center and AI products.