Is it just me or has AMD just pulled off one of the most amazing semiconductor comebacks of the century? Let’s take a closer look.
Who doesn’t long for the days when Intel and AMD went head to head in the battle for microprocessor supremacy? Back then Intel, was still operating under the Andrew Grove mantra of “Only the Paranoid Survive”… Read More
AMD has been artificially pumping up their stock of late so the question I have is; why? What is with the short term strategy? The only answer that I deem noteworthy is that AMD is trying to get acquired and there is a strong case emerging to support that. Also note that AMD CEO Lisa Su is currently the largest single AMD stock holder which… Read More
One of my favorite pastimes is listening to the quarterly investor calls of the leading semiconductor companies. I can then match up the talking points with the calls I do with Wall Street, the conferences I attend, and the other data points I have collected while working inside the fabless semiconductor ecosystem for more than … Read More
Advanced Micro Devices has already told us that 2016 was going to be the year of graphics, but the reality is that they also have a lot going on in their CPU and APU division as well. In fact, in addition to Advanced Micro Devices’s newly announced 7th Generation APUs in 2016, the company is also expected to launch their new Zen CPU cores… Read More
We have written a lot of research and notes about the China server market and their unique needs as it relates to security and intellectual property and the ways western server OEMs and chipmakers like Intel, Advanced Micro Devices, ARM Holdings, Qualcomm and IBM’s OpenPOWER are addressing the challenge.
Basically, China wants… Read More
One of the benefits of administering a leading semiconductor design enablement portal is that I get to see the traffic patterns then try and figure out what’s behind them. For example, a Cupertino domain has been reading all of our automotive content very thoroughly. We also get hits by Google.com, Amazon.com, and dozens of other… Read More