Voices

Intel’s New CEO Vows Rapid Growth in Mobile Market

Intel Corp.’s new chief executive vowed Thursday to rapidly grow the company’s presence in the tablet and smartphone markets at a shareholder meeting that formalized a major management shift for the Silicon Valley chip giant.

News Byte

AMD Shares Crash on Goldman Sachs Downgrade

Shares of chipmaker Advanced Micro Devices have fallen by more than 13 percent today following word of a downgrade to “sell” by Goldman Sachs analyst James Covello. With sales of PCs slowing to rates not seen since records have been kept, the outlook for AMD, Covello argues, despite winning supply contracts from both Microsoft and Sony in forthcoming gaming systems, doesn’t justify its recent rise to as high as $4.40 a share. AMD was trading at $3.80 a share, down 59 cents with 30 minutes to go in the session.

Voices

Nvidia Q1 Profit Rises 29 Percent as Revenue, Margins Strengthen

However, the company’s projected revenue for the current quarter was below expectations.

Samsung Galaxy S4 Costs $237 to Build, Teardown Analysis Shows

Samsung buys a lot of components from itself.
samsungs4_exploded-feature

Intel Unveils New Low-Power Mobile Chip Designs

Rushing to catch up in mobile, Intel aims to bring its “Silvermont” technology to smartphones and tablets.
chip380

Intel’s New CEO and President Pitched Board as a Team

With this board of directors, two turn out to be better than one.
intel380

Brian Krzanich Wins Intel’s Predictable CEO Horse Race

Name an outsider? Not so much.
brian-krzanich_1-feature

Voices

AMD Spikes 14 Percent: Rumors of Intel Buy, Acer Laptops, Xbox

Shares of Advanced Micro Devices just had a big pop in heavy volume, lifting off of earlier gains and rising 40 cents, or over 14 percent, to $3.22, and as high as $3.28 just before that.

Voices

Microprocessor Report Chronicles Intel’s Lead in Micro-Server, 3-D Transistors

Today was a good day for bullish views on Intel. There was Deutsche Bank‘s Ross Seymore writing about the probable rise in the company’s share of tablet computer microprocessors; and there was Wells Fargo‘s David Wong writing that investors don’t fully understand the promise in Intel’s broad line of chips.

Why Are Fusion-io Shares Up So Much Today? Flash Madness, Naturally.

A new Facebook data center, plus other stuff.
flash_madness-feature

My, Look at ARM’s Healthy Sales

Intel Acquires API Manager Mashery

How Hard Will Weak PC Sales Hit Intel?