Chips

Intel: Chipping Away at a Turnaround

Magic Markets2024-05-29T21:56:51+02:00

If you need a reminder of where Intel comes from, Gordon Moore (of Moore’s Law fame) was a co-founder of Intel. They were at the cutting edge of semiconductors before being left behind by competitors in Asia. The journey back to the top is painful and long, with many disappointed shareholders along the way. With the group now split into two profit centres and truly nowhere to hide, is this the time to believe in the turnaround?

Intel: Chipping Away at a TurnaroundMagic Markets2024-05-29T21:56:51+02:00

Magic Markets Ep166: Are Chips the New Oil? – Saudi Aramco and Broadcom

Magic Markets2024-03-13T18:18:01+02:00

Are chips the new oil? And no, we aren’t talking about oily chips, so take your junk food cravings elsewhere, like to last week’s show on Domino’s Pizza! In this show, Saudi Aramco and Broadcom were the focus areas. It would’ve been too obvious to choose Nvidia.

Magic Markets Ep166: Are Chips the New Oil? – Saudi Aramco and BroadcomMagic Markets2024-03-13T18:18:01+02:00

Qualcomm: Here There Be Snapdragons

Magic Markets2023-11-09T00:35:10+02:00

Qualcomm holds a vast library of patents for 3G, 4G and 5G technology. The company has earned licensing revenue for years, with the profits reinvested in extensive R&D to create the Snapdragon range of chips and associated systems. On paper, it should all be going well. In practice, Qualcomm has been a laggard in the sector. With smartphone volumes under pressure, what does the near-term picture look like?

Qualcomm: Here There Be SnapdragonsMagic Markets2023-11-09T00:35:10+02:00

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