The AMD and Global Foundries Wafer Purchase Agreement (WPA) that was released yesterday made little to no sense.
Read more ▶
AMD just amended it’s wafer purchase agreements with Global Foundries in a way that appears to take a poke at the foundry’s yields. UPDATE SOON.
Read more ▶
It looks like Oracle (ORCL) is hell-bent on alienating all their friends and allies while protecting their own faltering hardware.
Read more ▶
It looks like an exodus of high level folk is starting at Intel (INTC) with Anand Chandrasekher leaving the company.
Read more ▶
It looks like Nvidia (NVDA)just abruptly ended the term of their CFO for reasons that they don’t want public. The official explanation on why David White is going is for ‘personal reasons’, nothing to worry about there, really.
Read more ▶
Intel (INTC) is desperately trying to stem the tides of defection among server vendors moving to ARM (ARMH), but they are hamstrung by the company’s own market manipulation. The exclusion of competitors not only meant tepid chips that no one wants, it is now excluding the very partners that Intel wants.
Read more ▶
If you recall, Nvidia is claiming that their ‘new’ 500 series cards are new GPUs, but anyone testing the parts knows that they are mere bug fixes.
Read more ▶
This is part 2 of 2. Part 1 can be found here, and discusses the funny money around the Nokia/Microsoft deal, and how it is nothing like what the press reported.
Read more ▶
OCZ Technologies has just announced that they are buying Indilinx, one of the first makers of SSD and related flash controllers.
Read more ▶
In one of the most brazen corporate raids in history, Microsoft took everything of value from Nokia, and has left a wounded beast to die in the cold.
Read more ▶
In a bit of good news from the Japanese earthquake, the DRAM maker Elpida seems to have escaped damage with only power loss related shutdowns. Given the overwhelming scope of the tragedy, this is about as good an outcome as you could hope for.
Read more ▶
Nvidia’s problem with honesty has cropped up again, and once again, Jen-Hsun Huang showed off something that doesn’t stand up to scrutiny.
Read more ▶
(NASDAQ: INTC) INTEL SCREWED UP the best thing about Light Peak, the name, calling it by the marketing name ‘Thunderbolt’. Other than that, the only thing that changed is they lost the optical part, leaving nothing more than an expensive …
Read more ▶
NVIDIA JUST FINISHED their fiscal Q4/2011 conference call, and it was mercifully short and content free. That said, there was one thing that stuck out, GPU margins.
Read more ▶
SEMIACCURATE’S MOLES TOLD us the dirty little secret of Windows Phone 7, no one pays for it. Yes, to compete with Google’s price for Android, free, MS is charging the same price, just not directly.
Read more ▶
