Intel reported yesterday. It was up big AH but today is actually down, after people had time to digest the earnings call. In a nutshell, Intel sold the modem business to Apple for a one time $ 1B. This after Intel failed to provide their much vaunted 5G modem (vaporware only) to Apple, such that… Continue reading 7/26/19 Intel Spins in Vain!
This news came out of nowhere. I must give AMD and Samsung lots of credit for keeping this very quiet. In the Sept 2016 article below, Samsung was to pick either AMD or Nvidia and ditch Qualcomm. Now two and a half years later, Samsung picked AMD! https://www.gsmarena.com/samsung_wants_to_use_amd_or_nvidia_gpus_in_its_exynos_chipsets_plans_to_ditch_qualcomm_for_good_in_2-news-20441.php One should recall that AMD had famously… Continue reading 6/3/19 Samsung Chose AMD Radeon RDNA for Mobile GPU! AMD 27.41 to 27.58