Just Realized.

Topic

Semiconductor

5 articles in this thread.

Publication trail

When this thread grew

Article counts by publication year.

  1. 20221
  2. 20214

  1. EVGA stops making video cards

    EVGA's exit from Nvidia cards exposed how little control a hardware partner can have when its supplier also competes with it.

  2. AMD beats revenue estimates with $4.31B

    AMD's 54% revenue growth in Q3 2021 said more about its product position against Intel than the day's share-price move.

  3. Intel readies 12th-gen Alder Lake chips

    Alder Lake gave Intel a credible response to AMD, but its new mix of performance and efficiency cores also made software scheduling part of the test.

  4. This week's earnings call

    My October 2021 earnings watchlist focused on Netflix retention, Tesla's factory ramp, and Intel's response to AMD.

  5. And there's a new MacBook Pro

    Apple's 2021 MacBook Pro made its in-house chips the main event; MagSafe and the smaller bezel were welcome practical fixes.