Decoding Intel’s Customer Supply Update letter
Analysis: Not what it appears to be, and not in a good way
Intel is admitting 10nm is still broken in a backhanded way, a “supply update” letter.
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Intel is admitting 10nm is still broken in a backhanded way, a “supply update” letter.
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There are three technical tidbits in Intel’s Q4/2017 analyst call that should scare investors silly.
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The rumors of AMD splitting up were the hot topic yesterday and are something SemiAccurate has been following for several weeks.
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It looks like SemiAccurate’s story from last March about Crytek’s problems are finally making it into the public eye.
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AMD said what they had to in their Q3 2012 analyst call, and then did something quite unexpected.
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Nvidia (NASDAQ:NVDA) published their results last Thursday topping analyst estimates and six days later the stock was down 10%. What happened?
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IBM (IBM) and Intel (INTC) both beat analyst’s estimates yesterday when they published their quarterly results, but the real question is if the results can sustained over the long term.
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