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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

  • uploads///Series  A
    Earnings Report

    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.

    By Puja Tayal
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    Company & Industry Overviews

    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).

    By Puja Tayal
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    Earnings Report

    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.

    By Puja Tayal
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    Earnings Report

    NVIDIA Stock Rose 9% despite Lower Revenues in Q4

    On February 14, NVIDIA stock rose as high as 9% in the after-hours session. The company expects strong growth in the second half of 2019.

    By Puja Tayal
  • uploads///A_Semiconductors_AMD_revenue and stock price growth
    Earnings Report

    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.

    By Puja Tayal
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    Technology & Communications

    US–China Tariffs Could Hurt US Companies and Consumers

    Micron (MU) can’t pass on the cost of these tariffs to customers, as it operates in a price-sensitive memory chip market.

    By Puja Tayal
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    Company & Industry Overviews

    What Can Go Wrong for Intel in Fiscal 2016?

    Intel gained a lion’s share in the PC and sever space. However, IBM’s Power Architecture may challenge Intel’s dominance in the server market in the future.

    By Puja Tayal
  • uploads///A_Semiconductors_AVGO_Q profit estimates
    Earnings Report

    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 […]

    By Puja Tayal
  • uploads///A_Semiconductors_INTC cash and debt
    Company & Industry Overviews

    Who’s Worried about Intel’s Debt Levels?

    Intel acquired Mobileye for an enterprise value of $14.7 billion. It funded this by raising $7.5 billion in new debt and by selling non-core assets and equity.

    By Puja Tayal
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    Company & Industry Overviews

    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.

    By Puja Tayal
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    Earnings Report

    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.

    By Puja Tayal
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    Company & Industry Overviews

    What Pushed Applied Materials’ Services Revenue So High?

    Applied Materials provides services that help manufacturers maintain and optimize equipment. AMAT reports earnings from these services in its AGS segment.

    By Puja Tayal
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    Miscellaneous

    Execution of the Qualcomm-NXP Merger: A Complex Task

    While Qualcomm has bought into the future with the NXP merger, its journey toward automotive growth may not be smooth.

    By Puja Tayal
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    Company & Industry Overviews

    Mobile Business Hurts Intel’s Profits

    Intel’s mobile computing group loss kept widening as the company sold its Atom processors at a discounted price while its operating expenses rose due to heavy spending on R&D.

    By Puja Tayal
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    Technology & Communications

    How US-China Trade Talks Are Progressing

    Previously in this series, we saw that after seven months of the trade war and failed negotiations, the United States and China (FXI) are finally showing some concrete commitments.

    By Puja Tayal
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    Company & Industry Overviews

    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.

    By Puja Tayal
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    Earnings Report

    What Should Investors Expect from Qualcomm’s Fiscal 3Q16 Earnings?

    Qualcomm (QCOM) is expected to report slightly improved revenue in fiscal 3Q16 as the design wins for its Snapdragon 820 reflect in the earnings. In this series, we’ll look at factors that could be reflected in Qualcomm’s fiscal 3Q16 earnings.

    By Puja Tayal
  • uploads///A_Semionductors_INTC_and peers revenue growth rate q
    Company & Industry Overviews

    Intel’s Revised Fiscal 2017 Revenue Guidance Revives Investor Confidence

    At ~$60 billion in annual revenues, Intel (INTC) has grown to become the world’s largest semiconductor company.

    By Puja Tayal
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    Earnings Report

    Which Segment Will Drive AMD’s Growth in Fiscal 4Q15?

    The gaming console market is the key growth driver for AMD. It has an upper hand over NVIDIA (NVDA) in this segment through its application processing unit.

    By Puja Tayal
  • uploads///A_Semiconductors_NVDA_Tegra revnue
    Company & Industry Overviews

    NVIDIA Expands Its Tegra Business

    NVIDIA (NVDA), which earns more than 80% of its revenue from GPUs (graphics processing units), is expanding the application of these GPUs in verticals beyond gaming.

    By Puja Tayal
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    Earnings Report

    Understanding AMD’s Strategy to Improve Cash and Profits

    Advanced Micro Devices (AMD) is looking to grow margins by targeting enterprise customers and gamers in the PC space through its new Polaris GPU.

    By Puja Tayal
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    Earnings Report

    Why Analysts Revised Micron’s Earnings Estimate for Fiscal 2018

    Micron’s PE ratio For the past two to three months, many analysts have been touting Micron Technology (MU) as a cheap stock at a forward PE (price-to-earnings) ratio of 6.0x. Micron’s PE ratio is well below the semiconductor industry’s (SMH) average PE ratio of 23.4x and the S&P 500’s (SPY) average PE ratio of 21.5x. […]

    By Puja Tayal
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    Miscellaneous

    How Acquiring NXP Could Impact Qualcomm’s Balance Sheet

    Acquisition a viable option for Qualcomm In this series, we’ve seen that Qualcomm (QCOM) is facing several headwinds in a slowing smartphone market. Despite this, it has strong cash flows due to strong profits from its licensing business. The company has been looking to diversify into the adjacent IoT (Internet of Things) and automotive markets […]

    By Puja Tayal
  • uploads///A_Semiconductors_AAPL G modem supplier options
    Company & Industry Overviews

    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.

    By Puja Tayal
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    Earnings Report

    How Being Apple’s Only Foundry Partner Works in TXN’s Favor

    For fiscal 3Q16, Texas Instruments (TXN) expects to report earnings per share in the range of $0.81–$0.91. This EPS range is higher than the $0.73 reported in fiscal 2Q16 and is in line with the analyst estimate of $0.86.

    By Puja Tayal
  • uploads///A_Semiconductors_AAPL_iPhone  features
    Company & Industry Overviews

    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.

    By Puja Tayal
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    Company & Industry Overviews

    Slowing PC Shipments Hit Intel’s Earnings

    As the PC demand slowed, Intel started reducing its exposure in the CCG segment.

    By Puja Tayal
  • uploads///Series  A
    Company & Industry Overviews

    What Converted AMD’s Revenue Declines into Revenue Growth?

    AMD reduced its R&D (research and development) expense from $1.4 billion in fiscal 2011 to $947 million in fiscal 2015.

    By Puja Tayal
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    Company & Industry Overviews

    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.

    By Puja Tayal
  • uploads///A_Semiconductors_ADI_Q gross profit and inventory
    Earnings Report

    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.

    By Puja Tayal
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    Company & Industry Overviews

    Understanding Micron through Its Financial Stability

    The financial stability of a company is determined by understanding its debt level and its capability to meet long-term and short-term debt obligations.

    By Puja Tayal
  • uploads///A_Semiconductors_NVDA_deep learning growth opportunity
    Company & Industry Overviews

    What Opportunities Does Deep Learning Offer NVIDIA?

    Stages of deep learning In the previous part of this series, we saw that GPU[1.graphics processing unit]-accelerated computing is helping supercomputers solve many complex problems efficiently. The cost and time savings brought by GPUs have encouraged many cloud companies to use these chips for their deep learning tasks. Deep learning happens in two stages. The […]

    By Puja Tayal
  • uploads///A_Semiconductors_INTC annual rev buss seg
    Earnings Report

    Intel on Track to Report Record Earnings in Fiscal 2018

    Intel has partnered with China’s Internet giant Baidu (BIDU) to set up an AI and 5G innovation lab focused on converged edge and cloud services.

    By Puja Tayal
  • uploads///Series  A
    Company & Industry Overviews

    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.

    By Puja Tayal
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    Miscellaneous

    How GPU Stocks Have Outperformed Semiconductor Stocks

    GPU (graphic processing unit) providers NVIDIA and Advanced Micro Devices (AMD) have outperformed other semiconductor stocks.

    By Puja Tayal
  • uploads///Series  A
    Company & Industry Overviews

    Micron Works to Improve Its Compute and Networking Revenue

    Micron Technology (MU) serves four major market segments: Compute and Networking, Mobile, Storage, and Embedded.

    By Puja Tayal
  • uploads///A_Semiconductors_MU and peers_stock price gain June
    Miscellaneous

    Can Micron Stock Continue to Outperform the Market in 2017?

    Micron stock has risen 154.0% in the last 12 months, hitting a new 52-week high of $32.93 in June 2017.

    By Puja Tayal
  • uploads///A_Semiconductors_AMD_NVDA operating Margin Q
    Company & Industry Overviews

    Prolonged Stock Consolidation Is Bad for AMD

    AMD stock has consolidated in 2017 after year-long growth in 2016. The stock price fell even though the company’s fundamentals improved.

    By Puja Tayal
  • uploads///A_Semiconductors_NVDA AMD INTC profits margin Q
    Company & Industry Overviews

    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 […]

    By Puja Tayal
  • uploads///A_Sermiconductors_INTC_ Profit margins
    Company & Industry Overviews

    How Intel’s Restructuring Might Impact Profitability in 2017

    Intel’s non-GAAP gross margin was almost flat at 63.2% in fiscal 2016. The company expects the margin to remain flat at around 63.0% in fiscal 2017.

    By Puja Tayal
  • uploads///A_Semiconductors_INTC_Memory earnings Q
    Company & Industry Overviews

    How Things Are Going for Intel in the Memory Market

    Intel (INTC) is expanding its data-centric business beyond data centers into the IoT (Internet of Things), 5G, FPGAs (field-programmable gate arrays), and memory.

    By Puja Tayal
  • uploads///A_NVDA_Q Gaming revenue drivers esports
    Company & Industry Overviews

    What Could Drive NVIDIA’s GeForce Unit Sales

    Growth opportunities in the gaming market NVIDIA’s (NVDA) GeForce business unit has a history of strong growth. The company expects the growth to continue in coming years as the gaming market evolves with the increasing popularity of eSports, AAA games, gaming notebooks, and VR (virtual reality). At NVIDIA’s 2017 Investor Day, GeForce senior vice president […]

    By Puja Tayal
  • uploads///Series  A
    Earnings Report

    Tough Sledding for AMD Stock since 2012

    Intel owns more than 99% of the server chip market. AMD is looking to make inroads in this market with the new x86 Zen architecture, which is expected to be competitive with Intel.

    By Puja Tayal
  • uploads///Series  A
    Company & Industry Overviews

    Does Nvidia Have Sufficient Cash to Fund Its Technology Roadmap?

    For fiscal 3Q17, Nvidia (NVDA) expects to use $35 million–$45 million in capital expenditure.

    By Puja Tayal
  • uploads///A_Semiconductors_AMD_Q operating expense
    Company & Industry Overviews

    When Could AMD’s Losses Turn to Profit?

    AMD slips back to losses in fiscal 1Q17 Advanced Micro Devices (AMD) reported a 1% sequential revenue decline and its gross margin expanded between fiscal 1Q16 and fiscal 1Q17. However, the company slipped back to operating losses in fiscal 1Q17 after reporting operating profits in fiscal 4Q16. AMD’s profits are largely driven by volume sales, […]

    By Puja Tayal
  • uploads///Series  A
    Company & Industry Overviews

    How Is High Leverage Impacting NXPI’s Financial Flexibility?

    NXP Semiconductors (NXPI) is expected to report FCF of over $610 million in 4Q16 as its operating margin improves.

    By Puja Tayal
  • uploads///A_Semiconductors_MU and peers_price ratios June
    Company & Industry Overviews

    What Price Ratios Say about Micron’s Stock Valuation

    Micron is currently trading at a PE ratio of 54.6x, but the EPS estimates for the next year have put its forward PE ratio at 6.0x.

    By Puja Tayal
  • uploads///A_Semiconductors_NVDA Price ratios Nov
    Company & Industry Overviews

    Is NVIDIA Stock’s Valuation Attractive to Investors?

    NVIDIA (NVDA) and Advanced Micro Devices (AMD) have high ROEs (return on equity) of 52.2% and 43.3%, respectively.

    By Puja Tayal
  • uploads///A_Semiconductors_Intel AI efforts
    Company & Industry Overviews

    A Look at Intel’s Efforts in the Artificial Intelligence Space

    Artificial intelligence opportunities and Intel So far, we’ve discussed how Intel (INTC) may be slowly losing ground in the process technology space. However, this does not deter the company from making R&D (research and development) efforts in the AI (artificial intelligence) space. AI is the future of technology—everything from home appliances to industrial machines could […]

    By Puja Tayal
  • uploads///b_Semiconductors_STOCKS May
    Technology & Communications

    Apple Stock Fell Over 5% on iPhone Headwinds

    China retaliated against the US’s tariff hike on Chinese imports by announcing 5% to 25% tariffs on $60 billion worth of US imports.

    By Puja Tayal
  • uploads///A_Semiconductors_MU_DRAM demand outlook
    Company & Industry Overviews

    Will Micron and Samsung Continue to See High DRAM Prices in 2018?

    Micron Technology (MU) is moving fast in both the DRAM (dynamic random access memory) and NAND (negative AND) space.

    By Puja Tayal
  • uploads///A_Semiconductors_NVIDIA_Analyst Rating
    Miscellaneous

    Analysts Are Saying This about Nvidia’s Valuation

    Nvidia reported exponential growth in earnings in fiscal 2017. But analysts believe that this is already factored in Nvidia’s stock price.

    By Puja Tayal
  • uploads///A_Semiconductors_NVDA fundamentals YoY growth Q
    Technology & Communications

    Nvidia’s Growth Catalysts: Stronger Than Stock Market Volatility?

    Nvidia (NVDA) was the second-fastest-growing semiconductor stock in 2017, returning more than 80%.

    By Puja Tayal
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    Miscellaneous

    Qualcomm’s Shares Fall as EU Launches Antitrust Charges

    Qualcomm (QCOM) has been hit by another antitrust accusation, which led the company’s shares to fall by 5.6% to close at $49.48 on December 8, 2015.

    By Puja Tayal
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    Company & Industry Overviews

    What Are Analysts Saying about iPhone 7 Demand?

    Many analysts aren’t very optimistic about the iPhone 7 demand. Apple is facing technology stagnation in the smartphone market, which has led to longer upgrade cycles.

    By Puja Tayal
  • uploads///A_Semiconductor_AMD_Ryzen rollout
    Company & Industry Overviews

    Intel Responds to Competition from AMD with Coffee Lake

    Responding to increasing competition, Intel is set to launch the eighth-generation Coffee Lake Core i7-8700K processor.

    By Puja Tayal
  • uploads///A_Semiconductors_MU NAND earnings Q
    Company & Industry Overviews

    How Might Micron’s NAND Business Perform in Fiscal 2018?

    Micron was mainly focused on DRAM (dynamic random-access memory) until 2016. However, the appointment of Sanjay Mehrotra as Micron’s CEO brought renewed focus on NAND.

    By Puja Tayal
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    Earnings Report

    Say It Isn’t So! Qualcomm’s Results Could Disappoint

    Qualcomm’s fiscal 4Q16 earnings preview In the previous part of this series, we discussed Qualcomm (QCOM) being hit by strong competition from MediaTek and Intel (INTC) in fiscal 4Q16. After reporting its first YoY (year-over-year) revenue growth in six quarters in fiscal 3Q16, the company is set to report flat or lower revenue growth in […]

    By Puja Tayal
  • uploads///Series  A
    Company & Industry Overviews

    How Is Marvell Looking to Fuel Its Growth Going Forward?

    Marvell is currently sampling a variety of products with customers worldwide. Its new product portfolio is expected to increase its revenue in fiscal 2017.

    By Puja Tayal
  • uploads///A_Semiconductors_AMD rev growth rate Q
    Earnings Report

    AMD’s Third-Quarter Earnings Hit by Weak Cryptocurrency Demand

    In the third quarter, AMD’s revenue rose 4.4% YoY (year-over-year) but fell 6.3% sequentially to $1.65 billion.

    By Puja Tayal
  • uploads///A_Semiconductors_AMD_Ryzen vs INTC Coffee lake
    Company & Industry Overviews

    Intel Responds to Competition from AMD

    Advanced Micro Devices (AMD) is launching its complete line of Ryzen CPUs (central processing units) in 2018.

    By Puja Tayal
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    Miscellaneous

    Who Is behind the Legal Attacks on Qualcomm?

    Qualcomm (QCOM) and some analysts believe that Apple is behind this legal attack, as the handset maker is a key example in all three lawsuits.

    By Puja Tayal
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    Earnings Report

    What Can Investors Expect from Qualcomm’s 1Q16 Earnings?

    According to the Qualcomm’s fiscal 1Q16 guidance, non-GAAP EPS is expected to be in the range of $0.80–$0.90, lower than the fiscal 4Q15 EPS of $0.91.

    By Puja Tayal
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    Technology & Communications

    MU Belongs in the Top 5 Semiconductor Stocks, and Here’s Why

    The stocks that have the largest market capitalization or market cap generally trade in large volumes but may not be the highest-traded stocks.

    By Puja Tayal
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    Company & Industry Overviews

    Qualcomm’s Earnings Take a Hit from Legal Issues

    As the smartphone industry faces a slowdown in growth, Qualcomm (QCOM) is in the middle of several legal and shareholder battles.

    By Puja Tayal
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    Earnings Report

    What to Expect from Intel’s 1Q16 Earnings

    Intel (INTC), a leader in the semiconductor space, is due to announce its fiscal 1Q16 earnings on April 19, 2016.

    By Puja Tayal
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    Company & Industry Overviews

    Design Wins Increase Micron’s Compute and Networking Revenue

    CNBU (Compute and Networking Business Unit) is Micron’s largest business segment, accounting for 38% of the company’s revenue in fiscal 3Q16.

    By Puja Tayal
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    Earnings Report

    What’s Driving Growth in Intel’s Data-Centric Business?

    Intel (INTC) is reaping the benefits of its transition to a data-centric business.

    By Puja Tayal
  • uploads///A_Semiconductors_NVDA HP server market
    Company & Industry Overviews

    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.

    By Puja Tayal
  • uploads///A_Semiconductors_INTC G end to end solution
    Company & Industry Overviews

    Technology Implications of Intel’s 5G Decision

    Intel (INTC) decided to quit its efforts to make 5G modems for smartphones since they’re not profitable enough.

    By Puja Tayal
  • uploads///A_Semiconductors_INTC rev by buss Q
    Company & Industry Overviews

    Intel’s Revenue Guidance Suffers Setback due to Demand Weakness

    In the first quarter, Intel (INTC) saw demand pressure in the data center market as its customers, especially in China (FXI), shifted to absorbing the excess capacity they purchased in the first nine months of 2018.

    By Puja Tayal
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    Company & Industry Overviews

    IoT Attracts Telecom, Semiconductor, and Software Companies

    Gartner expects that there will be 20.8 billion IoT devices by 2020. IoT devices represent a direct growth opportunity for the semiconductor industry.

    By Puja Tayal
  • uploads///B_Semiconductor Stock price May
    Technology & Communications

    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.

    By Puja Tayal
  • uploads///A_Semiconductors_AVGO_Infra software seg
    Company & Industry Overviews

    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.

    By Puja Tayal
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    Earnings Report

    Texas Instruments’ Q4 Earnings Might Hint at Cyclical Slowdown

    TSMC is set to report strong revenue in the fourth quarter of 2018, but its first-quarter 2019 earnings will likely be hit by weak sales of Apple’s (AAPL) iPhones.

    By Puja Tayal
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    Earnings Report

    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.

    By Puja Tayal
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    Technology & Communications

    US-China Trade Tensions Put Qualcomm-NXP Deal at Risk

    Qualcomm (QCOM) has been losing business to its competitors even before fears of a US-China (MCHI) trade war began.

    By Puja Tayal
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    Company & Industry Overviews

    Intel’s New CEO’s Plan to Tackle Various Challenges

    Now that the company has appointed its CFO and interim CEO, Bob Swan, as its new CEO, investors want to know about his plans.

    By Puja Tayal
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    Company & Industry Overviews

    AMD’s New Vega GPUs Target Deep Learning

    Advanced Micro Devices (AMD) launched a refresh of its Polaris-based Radeon GPUs (graphics processing units) to tap gaming demand during the holiday season.

    By Puja Tayal
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    Company & Industry Overviews

    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.

    By Puja Tayal
  • uploads///A_Semiconductors_AVGO BUSS SEG
    Earnings Report

    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.

    By Puja Tayal
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    Technology & Communications

    Why Semi Stocks Delivered High Growth before October’s Sell-Off

    2018 has been a volatile year for the entire stock market. The United States–China trade war has created demand uncertainty.

    By Puja Tayal
  • uploads///A_Semiconductors_AMD GPU roadmap
    Company & Industry Overviews

    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.

    By Puja Tayal
  • uploads///A_Semiconductors_AVGO Stock buyback
    Company & Industry Overviews

    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.

    By Puja Tayal
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    Company & Industry Overviews

    Capacity Constraints at Intel—An Ideal Environment for AMD

    Intel’s capacity constraints come at a time when demand is high and AMD’s products have gained consumer confidence.

    By Puja Tayal
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    Company & Industry Overviews

    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.

    By Puja Tayal
  • uploads///A_Semiconductors_Microns DRAM earnings Q
    Company & Industry Overviews

    The Impact of China’s DRAM Price Probe on Micron Technology

    Lower DRAM prices would reduce Micron’s earnings, but the intensity of the decline could be less than in previous cycles.

    By Puja Tayal
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    Company & Industry Overviews

    Intel Stock Falls ~3% after New CEO Announcement

    Intel (INTC) stock fell 3% following the company’s announcement of its next CEO, Bob Swan.

    By Puja Tayal
  • uploads///A_Semiconductors_NVDA_non GAAP operating leverage Q
    Company & Industry Overviews

    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.

    By Puja Tayal
  • uploads///A_Semiconductors_AMDIntel mobile gaming APU
    Company & Industry Overviews

    AMD Expands Its GPU Presence in Mobile PC Gaming

    Intel has launched its Kaby Lake i7-8809G and i7-8705G mobile processors for gaming notebooks.

    By Puja Tayal
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    Company & Industry Overviews

    Rumor Mills Focus on Intel’s Next CEO

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    Company & Industry Overviews

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    Company & Industry Overviews

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