2023-09-12
New York Times
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A look at the challenges facing Arm, expected to start trading on September 14 at a $52B valuation, including a huge array of clients and geopolitical tensions
Don Clark / New York Times :
2023-05-22
New York Times
7 related
Chipmaking machine giant Applied Materials plans to invest up to $4B in a Sunnyvale, California, research center over seven years to improve chip collaboration
Don Clark / New York Times :
2022-07-29
CNBC
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Intel reports Q2 revenue down 22% YoY to $15.32B, vs. $17.92B est., a $454M net loss, and Datacenter and AI revenue down 16% YoY to $4.6B; stock drops 10%+
that Intel cut fab spending to pay dividends while lobbying for tax credits with the CHIPS+ Act — is worth a read. https://twitter.com/... Davos Bro Balding / @baldingsworld : Just to recap, Intel lis...
2022-05-04
CNBC
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AMD Q1: revenue grew 71% YoY to $5.89B, including $2.8B from Computing and Graphics, up 33% YoY, and $2.5B from Enterprise, Embedded and Semi-Custom, up 88% YoY
Hey Global Investor! Steve Dent / Engadget : AMD teases new ‘Dragon Range’ CPUs for high-end gaming laptops Dylan Martin / The Register : AMD to offer CPUs with Xilinx AI engine in 2023 Wallace Witkow...
2020-03-31
New York Times
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Facebook says it will invest $100M to support the news industry during COVID-19: $25M in emergency funding for local news and $75M in additional marketing spend
children are using Facebook Messenger Kids to deal with coronavirus isolation. Kids are getting a crash course on texting and social media with “technology on training wheels. https://twitter.com/... ...
2016-06-15
Wall Street Journal
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Barefoot Networks, founded by Stanford professor Nick McKeown, plans to sell networking chips, discloses a $57M funding round led by Google and Goldman Sachs
Don Clark / Wall Street Journal :
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