Good article from Motely pointing out that the message from Samsung is the worst case for Intel - Phones cannibalizing tablets. Intel has focused on tablet volume. Intel just can't get mobile right. They finally have a mobile product, and it's the wrong one.
Good article from Motely pointing out that the message from Samsung is the worst case for Intel
Maybe samsung should exit the foundery business....LOL
where are the ARM servers ?
QCOM now in talks with SMIC for 28nm -
TSMC, Samsung, GF and SMIC all fighting for the piece of ARM trying to undercut each other - and they will continue to spend on capex - everything is going my way and I am extremely happy with my Intel investment chunk...shorts always loose in the long run