Intel 2015 Analyst Meeting Debunked!

Intel 2015 Analyst Meeting Debunked!
by Daniel Nenni on 11-22-2015 at 7:00 am

Bill Holt’s “Advancing Moore’s Law” presentation at the recent Intel Analyst day was swallowed hook, line, and sinker by the mainstream media fish so let me play devil’s advocate here and point out some problems with his spin on the competitive landscape.

Coincidentally, one of my Intel friends insists that Intel is number one … Read More


TSMC Breaks More Records in Q3 2014!

TSMC Breaks More Records in Q3 2014!
by Daniel Nenni on 10-16-2014 at 4:00 pm

As previously predicted TSMC is having another record breaking SoC quarter. TSMC is my favorite economic bellwether and from what I can see the semiconductor industry will continue to grow this year and next at a rapid rate thanks to TSMC and the fabless semiconductor ecosystem:

We have set a new record of revenue and profitabilityRead More