Yesterday GlobalFoundries announced the long rumored pull back from bleeding edge 7nm process development.
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Intel is flying most of the press to an Analyst day to distract from their impending server meltdown.
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Intel has a billion dollar-ish skeleton in their closet that they don’t want to disclose.
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After extensive research, SemiAccurate can say this company cannot survive Intel’s lack of delivery intact.
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What do you do when your customers don’t buy your products because they offer less value than the older ones?
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Broadcom’s attempted takeover of Qualcomm isn’t what it seems once you know the background of the finances.
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Intel has a big financial problem with Coffee Lake and it isn’t the mediocre specs.
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Intel held their Manufacturing Day last week and it was a show meant to distract investors.
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Word has reached SemiAccurate that Intel pulled out of a major market, silently.
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In their Q3/FY16 analyst call, Nvidia shifted their business model significantly away from what it was.
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The source of the impending AMD cash infusion is a bit clearer to SemiAccurate now.
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SemiAccurate’s sources say there are big financial changes in store for AMD in the near future.
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AMD’s Q2 2015 analyst call had a few interesting bits in it, lets take a look at the technical side of it.
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On Wednesday AMD held its Q4 2014 conference call.
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Exactly how much megadatacenters pay for CPUs has been one of the major debates around SemiAccurate HQ for a while now.
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