Mario Morales
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On October 29, 2024, AMD announced its 3Q24 earnings results with revenue for the third quarter of 2024 of $6.8 billion, up 18% year over year. The company reported record Data Center segment revenue of $3.5 billion, up 122% year over year ...
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AMD's $4.9 billion acquisition of ZT Systems represents a strategic effort to enhance its capabilities in the AI and datacenter markets, aiming to capture a significant share of the $108 billion AI systems infrastructure market by 2028. By ...
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Intel's Vision 2024 covered Intel's AI and GenAI vision, strategy, and key product announcements for laptops/PCs, the edge, and the datacenter. The event was held in what Intel calls the "Silicon Desert," where Intel has manufactured semico...
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This IDC Market Note discusses the two critical initiatives announced by the Biden-Harris Administration regarding the advancement of the CHIPS and Science Act in the past month. "Overall, IDC is excited to see these new initiatives because...
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This IDC Market Presentation examines the semiconductor market. The sentiment for the semiconductor industry continues to build and drive momentum in expectations as the second half of last year marked the end of a long market correction. A...
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This IDC Market Note investigates and analyzes the important cooperation between Intel and UMC, announced on January 25, 2024. The long-term agreement brings together Intel's at-scale U.S. manufacturing capacity and UMC's extensive foundry ...