Locator: 47075TECH.
Updates
June 2, 2024: major update, Nvidia "Rubin." Apple's M4.
Original Post
Chips, link here, to Barron's:
Intel earnings:
- morning after earnings release: INTC drops 10%;
- guidance was bad
- missed whisper numbers
- whisper numbers;
- CNBC: also, here;
But look at this guidance:
But for me, an investor, I really don't know what business Intel is in any more and with whom are they competing? Design, fabricators, CPUs, GPUs, memory; smart phones, laptops ; with whom have they partnered?
Look at ticker, after market:
*********************************
Tech Chips
Three major "chips": CPUs, GPUs, and memory.
Qualcomm and Qualcomm Snapdragon modems.
No comments:
Post a Comment
Note: Only a member of this blog may post a comment.