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KeyBanc Sees 'Significant Runway' For AMD In Cloud Data Processors
Monday, November 26, 2018 - 4:05pm | 544Following Advanced Micro Devices, Inc. (NASDAQ: AMD)’s announcement surrounding the availability on both Amazon.com, Inc. (NASDAQ: AMZN)’s Amazon Web Services and Microsoft Corp. (NASDAQ: MSFT)’s Azure, the company’s instance count is expected to accelerate, according...
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Intel's Coffee Lake Platform Launch Approaches; Analyst Says Production Levels Remain Strong
Wednesday, June 7, 2017 - 9:12am | 327Intel Corporation (NASDAQ: INTC) is rumored to be on pace to launch its Coffee Lake chips sooner than expected, but analysts at BlueFin Research Partners expect an August timeframe launch. May Production Levels Intel's overall production levels remain strong across the fabs at Intel,...
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Pacific Crest Upgrades ON Semiconductor, Expects It To Outperform Expectations
Monday, June 13, 2016 - 2:44pm | 415Pacific Crest has upgraded ON Semiconductor Corp (NASDAQ: ON) to Overweight, citing underappreciated ADAS content story, FCS synergies and Skylake tailwinds. Future Catalysts The brokerage said ADAS is the future content driver for ON, which has 70 percent "automotive image sensor market share and...
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KeyBanc Upgrades ON Semiconductor Citing Expected Acquisition Performance
Monday, June 13, 2016 - 1:26pm | 283KeyBanc analysts Michael McConnell and Hans Chung have upgraded their rating of ON Semiconductor Corp (NASDAQ: ON) to Overweight, citing increased content per vehicle from ADAS penetration, considerable EPS accretion from the acquisition of FCS and upcoming content expansion and share gains in...
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Take Advantage Of Weakness In Semiconductors, Citigroup Says
Tuesday, June 2, 2015 - 11:28am | 462In a report published Tuesday, Citigroup analyst Atif Malik commented that investor concern within the semiconductor space continues with a focus on additional capital expenditure cuts on weak PC demand and DRAM oversupply. Malik reviewed and answered key investor questions: Will Memory Capex...
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Intel Rumored To Unveil New Haswell Processors Labor Day Weekend (INTC)
Friday, August 30, 2013 - 10:44am | 519Intel (NASDAQ: INTC) is expected to unveil another batch of Haswell-based processors on September 1. Used as a codename for the fourth-generation Core i processor series, Haswell machines first arrived at retail in June. Apple (NASDAQ: AAPL), which upgraded the MacBook Air this summer, was one of...