New data points make AMD's competitive position with respect to Intel look even better, says Rosenblatt analyst Hans Mosesmann in a note to clients.
The Japan Times says Western Digital may resolve a stand-off with Toshiba by buying the other half of their joint venture in flash memory chips, a deal that should be good for both of them, argues RBC's Amit Daryanani.
The focus of earnings tomorrow for storage equipment vendor Pure Storage will be its newer product offering, FlashBlade, and also the impact of commodity component costs such as NAND flash memory chips.
Morgan Stanley analyst Joseph Moore concedes chip maker Xilinx's analyst day was a disappointment, but he urges investors to take the long view, as it is showing progress in machine learning tasks.
Needham & Co.'s Alex Henderson starts coverage of fiber-optic component supplier Applied Optoelectronics with a Strong Buy rating, arguing that the Street is being too "timid" in its expectations of the business of "100G" networking in the data center, even as the company ramps up production in a big way.
Is there a bubble building in semiconductors? That's the concern of BlueFin Research Partners, which warns that "lead times" for getting parts have stretched so much of late, that companies are placing orders for chips far into the future, when their own demand for product with the chips is uncertain.