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Category: Semiconductors and Components

AMD was able to meet the expectations on the street for Q1 but waved the caution flag with future quarters looking less solid with Covid19 looming.
Intel delivered strong Q1 revenue and earnings while giving somewhat cautious guidance for Q2 and beyond as tech is showing market resilience.
NVIDIA is launching more than 100 devices that will be powered by its GeForce GPUs. A big win for the company's premium tier graphics solutions.
Ericsson unveils its entitlement server solution for on-device eSIM subscription activation for smartphone – beginning with Samsung Galaxy S20 and Galaxy Z Flip, following the launch this past January of its eSIM solution. Not only do these eSIM solutions make the customer experience a better one, they deliver big value to both Ericsson and Samsung, especially as it relates to the success of 5G success as a global transformational technology. Here’s a deeper look at why these eSIM solutions matter, to both of these companies, and what I believe is next.
IBM CEO Ginny Rometty has stepped down after a challenging yet meaningful tenure as the company's CEO. A look at the change and how it will impact IBM.
Launchable has emerged from stealth mode to introduce its AI-driven software test automation solution. This is exciting news for the DevOps community, as key industry figures—most notably, the Jenkins CI/CD automation server’s creator—have essentially validated that AI-driven test automation is coming big time into every software development shop. In a CI/CD context, Launchable’s adaptive AI can drive automated testing of source code changes upon check-in as well as notification of development and operations personnel when the tests fail. It can ensure that developers never have to wait more than a few minutes for feedback on their latest code changes. It can also help testers to keep pace with the growing volume, velocity, and variety of code changes, so that the most relevant changes can be tested 24x7. The challenge for Launchable is how quickly the company can gain traction in the developer community before incumbent startups in this promising niche solidify their first-mover advantage. Here are thoughts on how the company should move forward so as to quickly take advantage of this opportunity.
Microsoft's second quarter for FY 2020 saw the company's momentum continue as Cloud, Productivity and personal computing all show growth.
AMD wrapped up its fiscal year with an earnings beat and a 4% revenue growth. The client business saw huge growth, but the enterprise business stalled. A look at the numbers.
Intel outperformed in the 4th quarter of its fiscal year with big revenue beats on data center and a surprise performance in Client Compute. Analyzing Q4.
AMD has made a few runs into mobile in the past, each ending badly. However, this time feels different as the company launches its new Mobile Chips.