Crypto-related GPU sales appear to be more massive than AMD and NVDA had expected in 4Q17; here’s why Susquehanna’s Christopher Rolland says this could be an issue.
As the 51st international Consumer Electronics Show (CES), the worldwide tech event of the year …
MKM’s Ruben Roy highlights the trends to watch at the world’s biggest technology show.
Bernstein’s Stacy Rasgon and Rosenblatt’s Hans Mosesmann size up a liability that could be a nightmare for Intel; but INTC’s hardware security bug could translate as a dream for AMD’s CPU opportunity.
Shares in semiconductor stocks Advanced Micro Devices, Inc. (NASDAQ:AMD) and Micron Technology, Inc. (NASDAQ:MU) soared …
Wells Fargo’s David Wong looks at thinning growth in the chip industry, but makes a bullish case for two of the sector’s best giants: AMD and INTC.
Susquehanna’s Christopher Rolland combs his fourth quarter PC SIGnals data with positive impressions of 4Q supply chain trends.