analyst Archives - SemiAccurate

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Charlie Demerjian
Nov 11, 2015

Nvidia profits are up in a fragile way

Analysis: Direction changes for no apparent reason once again

In their Q3/FY16 analyst call, Nvidia shifted their business model significantly away from what it was.
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Charlie Demerjian
Jul 17, 2015

AMD spreads not really good news to analysts

Lets stick to the tech instead of the financial stuff

AMD’s Q2 2015 analyst call had a few interesting bits in it, lets take a look at the technical side of it.
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Charlie Demerjian
Feb 18, 2014

Nvidia’s CEO confirms three SemiAccurate analyses

Analysis: Major changes hidden in their own words

Over the past several months, SemiAccurate has said Nvidia is making three major changes to its business model and last week their CEO confirmed all of them.
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Charlie Demerjian
Oct 22, 2012

AMD Q3 2012 analyst call talks IP strategy

Consoles, ARM, and not just fluff

AMD said what they had to in their Q3 2012 analyst call, and then did something quite unexpected.
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