Author Archives: david manners

Intel has $16.5bn Q2; sells modem unit to Apple

Intel had Q2 revenue of $16.5 billion, down 3% YoY. Operating profit was $4.6 billion and net profit was $4.1 billion. Data-centre revenue of  $5 billion was down 7% YoY. PC-related revenue of $8,8 billion was up 1% YoY. IoT revenue was $986 billion up 12%. Mobileye revenue was $201 million up 16% Memory revenue ...

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Record revenues at Xilinx

Xilinx had $850 million revenues for calendar Q2 up 3% from calendar Q1 and up 24% y-o-y for a net profit of  $241 million (GAAP) or $249 million (non-GAAP). Calendar Q2 Financial Highlights (in millions of $) Po “I am pleased to report that we were able to achieve the mid-point of our revenue guidance for the ...

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Advent buys Cobham

UK defence and aerospace contractor Cobham has been bought by US private equity fund Advent for £4 billion. Cobham has been struggling to get back on track after incurring very large debts on takeovers. It needed a £500 million rights issue when it ran into trouble on a USAF contract. Cobham CEO David Lockwood called ...

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ST expects 15% Q3 sequential revenue growth

ST had Q2 revenues 0f $2.17 billion; a gross margin of 38.2%; an operating margin of 9.0%; and net income of $160 million. H1 net revenues are $4.25 billion with a gross margin 38.8%, an operating margin ofb9.6%, and net income of  $338 millio. “As planned, in the second quarter we returned to sequential revenue ...

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Russia offers hydrogen fluoride supplies to Korea

Following Japan’s hobbling of supplies of photoresist and hydrogen fluoride to Korea’s chip industry, Russia has suggested that it may be able to fill the gap. According to Korea’s Hankyoreh newspaper: “Russia recently communicated to the government through a diplomatic channel that it may be able to supply its hydrogen fluoride to South Korean businesses.” ...

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Lenovo takes No.1 PC vendor slot

Q2 PC shipments grew 4.7% y-o-y to 64.9 million units, reports IDC, as Lenovo became the No.1 vendor. Improved supply of Intel CPUs helped boost the figure while some companies shipped early to avoid possible future tariffs. Another boost came from the January 2020 end-of-service date for Windows. The US saw high single-digit growth, Canada ...

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Cambridge memory start-up aims to boost performance 1000x

Blueshift Memory of Cambridge has a memory architecture that can speed up data processing performance a thousand times. Blueshift has implemented the architecture in an FPGA and have found it can speed up database searches by 100x. Google searches can be speeded up by 1000x. Blueshift looked at algorithms used to solve complex data problems ...

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