Intel held an event to update investors about their foundry operations. The Street hoped for good news about manufacturing processes. Instead, we got a lesson in cost accounting. And oddly, we foun…| Digits to Dollars
We attended AMD’s analyst event this week. The company has a solid product portfolio, but investors hoped to see more progress on AI. AMD makes the case that customers want an alternative to …| Digits to Dollars
Less than a decade ago, CPUs were the dominant form of compute and everyone ‘knew’ the market could only support two vendors. Today, there are over a dozen companies making CPUs.| Digits to Dollars
The data center silicon market is massive, but also challenging for incumbents let alone new entrants. We do some math to back this up.| Digits to Dollars
Intel is in a very bad place. It needs to admit that, especially internally. We are not forecasting Doomsday, but we do think it is time to recognize that Intel will never be the force it once was,…| Digits to Dollars
The era of general purpose compute is over. This is going to bring about a shake-up in the semiconductor industry.| Digits to Dollars
