5 Takeaways from Intel Q4 Results

Intel Corp. (NASDAQ: INTC) is accelerating the reorganization of operations to focus on faster-growing high-tech markets and, like many of its peer, the world’s biggest semiconductor manufacturer is putting connectivity, or, the internet-of-things (IoT), at the heart of its business evolution. Its latest quarterly results indicate the company is hitting speed bumps and confirm analysts’…

Xilinx Holds Tightly to FPGA Lead

Xilinx Inc. (NASDAQ: XLNX) is hot with investors and the analyst community. The rating of the semiconductor manufacturer was recently upgraded by several research firms with all of them jacking up their 52-week price target for its stock on the belief that the company is well positioned for near-term growth after notching a technology edge…

Electronics Outlook 2014: Low-Growth & Uncertainty

The electronics market is sliding into low growth or even negative growth territory with many of the industry’s bellwether manufacturers rolling out fourth quarter revenue guidance that have largely fallen short of analysts’ consensus estimate. And while almost nobody is trotting out the dreaded “downturn” word yet, concerns are building up in the industry over…

What happened to ‘Real Men Own Fabs’?

Jerry Sanders III, the oft-quoted, hard-fighting, co-founder and former CEO and chairman of Advanced Micro Devices Inc., who made the chest-thumping statement from which I took the headline for this blog, was right about many things in his long career in the semiconductor market. He was also wrong about a few things. Taking on Intel…