by Nicholas Rossolillo | Nov 13, 2024 | AI, Consumer Electronics, data center, Fabless Semiconductor Designers, Semiconductor Industry, stocks
Cadence Design Systems (CDNS) earnings were good, as per usual. Nothing we felt like we needed to specifically address. But there were some management comments made regarding an expanded relationship between Cadence and processor technology licensor and IP leader Arm... 
by Nicholas Rossolillo | Aug 11, 2024 | Consumer Electronics, data center, Semiconductor Industry, stocks
Once again, it brings us no pleasure to discuss the steady meltdown of Intel’s (INTC) business. But this go around, it was especially egregious, and CEO Pat Gelsinger and the management team gaslit shareholders – and the world – as it maintains its recent actions are... 
by Nicholas Rossolillo | Nov 14, 2023 | Consumer Electronics, Fabless Semiconductor Designers
A new competition is unfolding in the laptop arena. Apple (AAPL) unveiled its latest chip, the M3. Qualcomm (QCOM) is readying its Snapdragon X Elite, a rival to the dominant X86 processors, in mid-2024. Before delving into the latest advancements, let’s take a...