semiconductors

Moore’s Law spreads out in every direction, forcing deflation on everything it touches.

Moore’s Law is winning again. It will continue to win. The only question will be what to do with all...

My dad (above) died at age 78 in 1999. The current President (right) is 79. That's not a problem. It's...

Buy stock in companies that know what they’re doing and turn off the TV. Let time be your ally.

It should be possible to sell a stripped-down chassis, with an electric motor, and the same electric controls as my...

No one follows up when price rises in a particular sector ease. Markets do. That’s why the value of software...

Traders should buy Nvidia. Investors should buy Intel. But you are unlikely to read that anywhere else in the financial...

I consider Living With Moore's Law must reading for anyone interested in technology, in what it has done for us,...

The only real source of inflation during the coming decade will be in brains. Human talent now is the gating...

Cloud stocks are valuable, but they’re not worth what people are paying for them. Fundamentally, even the shares of fast-growing...