The company with the fun to say name reported 2nd Quarter July 2019 earnings of $1.24 per share on revenue of $2.6 billion. The consensus earnings estimate was $1.14 per share on revenue of $2.6 billion. The company said it expects third quarter revenue of $2.84 billion to $2.96 billion, and earnings of $1.48 to … Continue reading Nvidia!

Could You See Broadcom’s Miss Coming?

Probably should have! Broadcom's predictions seem to be at odds with the rest of the semi industry. Most chip companies lowered full year guidance last quarter, Broadcom maintained their guidance. Then after other chip companies are predicting a 2nd half recovery, Broadcom today reduces their full year revenue guidance. Perhaps to be in line with … Continue reading Could You See Broadcom’s Miss Coming?

AMD and Samsung Partner Up

Advanced Micro Devices announced a multi-year strategic partnership with Samsung to provide ultra low power, high performance mobile graphics IP based on AMD Radeon graphics technologies. Samsung is the number one cell phone maker in the world. AMD is already a leader in computer graphics and processors, and moving into consoles with the next PlayStation. … Continue reading AMD and Samsung Partner Up

Semiconductor Shares Soaring #semiconductor

Shares in semiconductors are trading sharply higher Wednesday following a report that suggests a key Asia supplier is seeing more orders for smartphone chips heading into the second quarter. Advanced Micro Devices () is up almost 9% at the time of this article, Applied Materials () up almost 4%, Micron (MU) up 4.5%. The Digitimes … Continue reading Semiconductor Shares Soaring #semiconductor