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chips 
314 posts and columns on chips
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.
Samsung Galaxy S4 Costs $237 to Build, Teardown Analysis Shows
Samsung buys a lot of components from itself.
Intel’s New CEO and President Pitched Board as a Team
With this board of directors, two turn out to be better than one.
Brian Krzanich Wins Intel’s Predictable CEO Horse Race
Name an outsider? Not so much.
Why Are Fusion-io Shares Up So Much Today? Flash Madness, Naturally.
A new Facebook data center, plus other stuff.
My, Look at ARM’s Healthy Sales
Tough enough to tackle Intel in the server business? We’ll see.
Graphics Chip Designer Bolts Apple to Rejoin AMD
Raja Koduri spent the last four years at Apple overseeing its graphics chip work.
News Byte
AMD Shares Fall After Earnings Report
Shares of chipmaker Advanced Micro Devices fell by nearly 6 percent after hours after it reported quarterly earnings that were slightly ahead of expectations, and which included guidance for revenue that was slightly higher than expectations. AMD reported a 13-cent per-share loss versus the 17 cents analyst had expected. Revenue was $1.09 billion, slightly ahead of the $1.05 billion expected.Intel Acquires API Manager Mashery
A little more software-y at Intel.
Amid PC Sales Slide, All Eyes on Intel’s Quarterly Results
Bad, worse or ….?