Puja Tayal
Having joined Market Realist in 2015, Puja has been covering the intricacies of the semiconductor industry. She has 13 years of experience as a financial analyst with a particular focus on the manufacturing sector. Having graduated in commerce (accounting) and completed CFA Level 1, Puja is known for her insightful and well-researched articles. Puja is a tech enthusiast and has an interest in understanding the endless possibilities of technology as the world moves towards AI, 5G, and autonomous cars. In the early days of her career, she worked with a business intelligence firm as a quality analyst and trainer. This experience built on her analytical skills. Puja has also pursued a crash course in business analytics.
Disclosure: I am in full compliance with all ethics and other policies for Market Realist research analysts. I am not invested in securities that I cover on Market Realist.
More From Puja Tayal
Micron’s Ability to Return to Profit Hindered by Market Forces
All market forces are in favor of Micron Technology (MU) and are likely to drive the company’s revenue up 10% sequentially in fiscal 4Q16.
Why Competition Is Heating up for NVIDIA in the AI Space
Many companies are shifting their focus toward AI, which has been increasing the competition for NVIDIA (NVDA).
What Do Analysts Think about AMD Stock?
AMD stock has a consensus rating of “hold” and an annual price target of $2.43. The most bullish estimate is $5.00. The most bearish estimate is $1.50.
Where AMD Stands Today in the Tech Transition
Calendar 2017 was a turnaround year for Advanced Micro Devices (AMD) as it moved from losses to profits.
How Broadcom’s Acquisitions Could Improve Its Profitability
Broadcom’s profitability In the previous part of this series, we saw that Broadcom (AVGO) is likely to witness seasonal revenue decline as demand in its wireless segment, its second largest, falls. While revenue depends significantly on external factors such as customer demand, the pricing environment, and competition, profitability depends on internal factors such as cost control and product […]
Industrial and Auto: Texas Instruments’ Future Growth Drivers
Texas Instruments (TXN) is the bellwether of the economy since it caters to most major end markets.
Fiscal 3Q17: An Activity-Filled Quarter for Nvidia
Nvidia (NVDA) took the stage in the past three months by launching a series of Pascal GPUs aimed at high-end and mainstream customers. Nvidia’s fiscal 3Q17 earnings are expected to be released in the first week of November.
Lattice Semiconductor’s Earnings Hit by Weaker Smartphone Sales
On a non-GAAP (generally accepted accounting principles) basis, Lattice Semiconductor’s revenue fell 8% quarter-over-quarter to $101.3 million in fiscal 4Q15.
5G Technology: The Main Driver of Qualcomm and Apple’s Settlement
Apple (AAPL) is the second-largest handset maker in the world after Samsung (SSNLF), and it earns more than 60% of its revenue from iPhones.
What’s All the Fuss about Apple’s iPhone 8?
Since 2017 marks the tenth anniversary of the iPhone, analysts and customers are expecting significant technology improvements in the iPhone 8.
Slowing PC Shipments Hit Intel’s Earnings
As the PC demand slowed, Intel started reducing its exposure in the CCG segment.
What Are Broadcom’s Plans for Its Enterprise Storage Business?
Broadcom’s latest acquisition of Brocade should double the size of its Enterprise Storage segment, which currently accounts for 13% of its revenue.
ADI’s Plan for a High Gross Margin in Slow Quarters
Analog Devices’ fiscal 1Q17 revenues will likely see seasonal declines, and this seasonality is something that it can’t escape.
Reviewing What Likely Drove NXP’s 3Q16 Revenue
NXP caters to a broad market, including the automotive, communications infrastructure, mobile, embedded device, industrial, and secure payment spaces.
Where NVIDIA’s Margins Stand next to Those of Intel and AMD
NVIDIA’s profit margins NVIDIA (NVDA) has been increasing its revenue while controlling its expenses, resulting in improved profitability and a high free cash flow of up to 20% of its total revenues. Gross margin NVIDIA’s non-GAAP (generally accepted accounting principles) gross margin fell 90 basis points from 59.7% in fiscal 1Q18 to 58.6% in fiscal 2Q18 […]
NVIDIA Broadens Software Stack to Maximize Data Center Returns
NVIDIA (NVDA) has differentiated itself from other computing accelerator companies like Xilinx (XLNX) and Intel’s (INTC) Altera by transitioning to being an accelerated computing platform company.
What Chip Ban Means to Huawei and US Chip Suppliers
The United States is the biggest supplier and China is the biggest consumer of semiconductors in the world.
Broadcom Restructures CA Technologies’ Business Model
Broadcom (AVGO) has been growing its cash flow by acquiring companies that are market leaders with high cash flow.
Progress Report: Intel’s Mobileye Business
Mobileye reported 37% year-over-year growth in the company’s second-quarter revenues as the adoption of its ADAS solutions increased.
How Will AMD’s Price Strategy Impact its Earnings?
In fiscal 1Q16, Advanced Micro Devices reported strong guidance for fiscal 2Q16, whereas behemoths Intel and Qualcomm reported weak guidance.
Here Are Broadcom’s New Business Segments in Fiscal 2019
Broadcom’s (AVGO) fiscal 2019 first-quarter revenue is expected to be hit by declines in Apple’s (AAPL) iPhone sales and a slowdown in spending by hyperscale cloud customers.
NVIDIA Unlikely to Compete with AMD on 7-nm Node
Advanced Micro Devices (AMD) is working on ray tracing technology and plans to introduce this technology in its future GPUs (graphics processing unit) in order to compete with NVIDIA’s (NVDA) RTX GPUs.
Checking In on Broadcom’s Stock Buyback
Broadcom’s capital allocation policy is to spend 50% of its trailing-12-month free cash flow in dividends and use the remaining for acquisitions and buybacks.
Will AMD’s Lisa Su Step Up as Intel’s Next CEO?
Intel’s (INTC) next CEO is a hot topic in the tech sector. Rumors suggest that the company plans to announce its new CEO before its fourth quarter of 2018 earnings release on January 24.
NVIDIA’s Operating Expenses Exceed Its Operating Profits
NVIDIA’s non-GAAP operating expenses increased 3% sequentially to $755 million in fiscal 2019’s fourth quarter as the company continued to invest in gaming, data centers, and automotive.
Chart in Focus: AMD’s Moore’s Law Plus Concept
AMD developed the concept of Moore’s Law Plus to drive future innovation.
These Are Texas Instruments’ Future Growth Drivers
Texas Instruments (TXN) reported strong fiscal Q2 2018 revenue, and forecast slower-than-usual revenue growth for the third quarter as it increases its exposure to the more stable industrial and automotive markets.
What Efficiency Ratios Say about AMD’s Management
In 2018, AMD increased its capital spending by 44% to $163 million and net income by 400% to $514 million, resulting in a stronger efficiency ratio.
US-China Trade War Impacts Analog Chipmakers’ Guidance
Analog chipmakers have exposure to almost all end markets including industrial, automotive, communications, and consumer markets.
Xilinx and Lam Research: First-Quarter Earnings Highlights
On April 24, Xilinx (XLNX) and Lam Research (LRCX) announced their fiscal earnings for the quarter.
How Will Investment in Advanced Nodes Help TSMC?
TSMC’s technology lead helped it get several orders from Huawei, Advanced Micro Devices, and Qualcomm.
Flaws in Intel’s x86 Integration Model
Intel lost the mobile processor market to Qualcomm (QCOM) in 2016. It also lost some PC processor market share to Advanced Micro Devices (AMD) last year.
Here Are NVIDIA’s Future Growth Drivers
So far, we have looked at factors driving NVIDIA’s (NVDA) revenue in the gaming and data center markets where it is already a leader.
AMD Stock Rises on Intel’s Troubles
AMD stock has hit a 12-year high, rising 182% year-to-date. In contrast, the Market Vectors Semiconductor ETF (SMH) has risen 6.7% YTD.
NVIDIA Expands its One-Architecture Approach to Automotive
Drive PX Pegasus allows semi-autonomous (and eventually fully autonomous) vehicles to process image information in real time.
What Revenue Synergies Would a Fairchild-ON Merger Bring?
Looking at revenue synergies, we see that Fairchild’s strong portfolio in the high voltage and medium voltage power semiconductor market complements ON’s low voltage and small-signal market.
How Big Is the Autonomous Vehicle Opportunity for Micron?
The entire auto supply chain is working on developing the car of the future—the SDC (self-driving car), which is essentially a data center on wheels.
What Drove Broadcom’s Fiscal 2018 Revenue?
Broadcom (AVGO) has grown its business organically and through acquisitions.
Why NVIDIA’s Data Center Platform Is Preferred by Most Developers
NVIDIA’s data center platform is based on its GPU architecture, which is supported by CUDA software.
Can Applied Materials Maintain High Efficiency Ratios in 2019?
In fiscal 2018, AMAT’s revenue rose 19% YoY to $17.25 billion, while its non-GAAP (generally accepted accounting principle) net income rose 29.6% YoY to $4.57 billion.
What Makes Micron a Key Player in Semiconductor Manufacturing?
Semiconductor manufacturing is complex and involves design, fabrication, assembly, and testing. Building a fab requires investments of $3–4 billion.
How NVIDIA Increased Data Center Revenue Ninefold in Three Years
NVIDIA’s data center business rose from just $340 million in 2015 to $3 billion in 2018.
NVIDIA’s Gaming Revenue Declines May Be Temporary
NVIDIA’s (NVDA) revenue declined due to weakness in the Gaming and Data Center segments.
The US–China Trade War Impacts Apple
A study by Bank of America Merrill Lynch noted that US labor is 2.6 times more expensive than Chinese labor, which could increase Apple’s product prices by 20%.
Intel’s CPU Supply Shortage to Negatively Impact Supply Chain
Micron expects its revenues to fall 4.0% sequentially to $8.1 billion at the midpoint in the fiscal first quarter of 2019, which ends on November 30.
AMD Revises Original 2017 GPU Roadmap
Advanced Micro Devices (AMD) is progressing well in the CPU (central processing unit) market and might even overtake Intel (INTC) in manufacturing node technology.
Automotive and Connected Devices: NXP’s Key Growth Drivers
NXP Semiconductors (NXPI), a leader in the automotive chip market, provides HPMS (high-performance mixed-signal) analog, MCU (microcontroller), and sensor solutions.
NVIDIA’s Go-to-Market Strategy Differentiates It from Competitors
For any business to grow, it needs a good product and a strong go-to-market strategy to put the product in the hands of the consumer.
Advanced Nodes Increase TSMC’s Capital Expenditure
In the first three quarters of 2018, TSMC spent $6.7 billion in capital expenditure and is expected to spend $3.3 billion in the fourth quarter as it ramps up 7-nm production.
A Look at Intel’s Operating Efficiency
Intel’s (INTC) gross margin is declining, as the delay in volume production of the 10-nanometer process node has increased its production cost.
