Samsung is delaying facilitising its Taylor, Texas fab (pictured below) because it lacks customers for it, reports the Nikkei ...

Leo talks about AMD's upcoming Threadripper 2 after his trip to the press conference. It's looking good for AMD! He also discusses Apple breaking the 'trillion' barrier, Intels 28 core monster and ...

In 2024, Intel’s stock declined by 60%, and the company fell from first to second place on Gartner’s list of top global ...

MU's surging HBM demand, stronger earnings growth, and better valuation metrics may give it an edge over Advanced Micro Devices.

The Fund was up in absolute performance and underperformed its benchmark in the first quarter of 2025. Read more here.

Huawei may launch the first smartphone with high-bandwidth memory (HBM), boosting AI performance and beating Apple to market.

In the last Leo Says, Leo discussed Intel's statement that it would deliver five fabrication nodes in four years. These are bold claims that were immediately challenged by news that Intel would ditch ...

Intel's CEO, Lip-Bu Tan, is considering a strategic shift in its foundry business, potentially halting the marketing of its ...

BYD continues to lead global electric car sales, outperforming major U.S. rival Tesla for the third consecutive quarter, ...

In addition, Intel faces external pressures. Earlier this year, the U.S. government was reportedly pressing hard for Intel to ...

Intel's CEO is contemplating a significant shift in the company's chip manufacturing strategy, potentially impacting its ...

Intel CEO Lip-Bu Tan is considering a significant shift in the company's chip manufacturing strategy to attract major clients ...