The PC reports are in, is it really sunny days ahead?
This ain’t Peter Pan—wishing it won’t make it happen.
Slow down the sanctions, says SIA
Restrictions could hurt sales with the passage of the CHIPS and Science Act last year.
GlobalFoundries to supply ‘secure’ chips to Lockheed Martin
Also, Arm looking to Intel as possible anchor investor in IPO bid.
The sky is falling—oh, wait, maybe not
Leading indicators out of sync with S&P data.
Q1 to Q3 not looking good
Don’t expect a turnaround until Q1’24.
Current GPU challenges in technology
And the evolution that got us where we are today.