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Why Semi Investors Should Keep an Eye on CES 2019

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What CES 2019 means to investors

2019 kicks off with CES (the Consumer Electronics Show) 2019 from January 8 to 11. This is a major event for most semiconductor companies as they announce their innovations for the year. With just a few days left for the event, the rumor mill has become active and there are several leaks about product announcements from three major computing chip companies: Intel (INTC), NVIDIA (NVDA), and Advanced Micro Devices (AMD).

The stocks of these companies, which have been falling throughout December, picked up on December 26 as 2019’s prospects look bright. Investors should keep an eye on product announcements from the three companies at CES 2019.

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Intel

Intel may not make any product announcements at CES 2019 but is likely to discuss its 5G (fifth-generation) roadmap. The company might also provide an update on its 10nm (nanometer) processors and its progress on its discrete GPU. It’s unlikely to launch its first 10nm processors and 5G modem in the second half of 2019 and its discrete GPU before 2020.

However, if the company announces any delays in the product launch of its 10nm or 5G modem, it could hurt the stock as product delays could put it behind competitors. On the other hand, if the company accelerates the launch of any of the above three technologies, its stock price could take flight.

NVIDIA and AMD

Some of the most anticipated announcements are expected to come from NVIDIA and AMD. Leaks suggest that NVIDIA is set to announce a Max-Q version of its Turing-based RTX gaming GPUs for laptops.

However, AMD is expected to be in the limelight at CES 2019 with many new announcements of its 7nm Ryzen CPUs, Vega GPUs, and Picasso APUs. The company’s stock could rise on the announcements as these products would put it ahead of its rivals Intel and NVIDIA in the manufacturing process node.

Next in this series, we’ll see what the rumor mill is suggesting about AMD.

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