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
What AMD’s Game Console Business Means to Investors
As game consoles have six-to-seven-year product lifecycles, AMD’s semi-custom revenue growth has diminished YoY (year-over-year).
Would NVIDIA Bring Turing to GeForce Gaming GPUs?
According to a PCGamer article, NVIDIA might disable Tensor Cores but retain RT cores in its GeForce variant of Turing.
Texas Instruments Diversification Strategy Starts to Pay Off
Texas Instruments (TXN) has been reducing its exposure in the declining smartphone market and increasing its exposure in the growing automotive and industrial markets to reduce its seasonality.
Intel’s Profits Largely Depend on Client Computing Group
Intel (INTC) is expanding its PC TAM (total addressable market) and segmenting its offerings in the high-end market to continue making a profit in the declining PC market.
Should Investors Worry about NVIDIA’s Gross Margin Guidance?
NVIDIA (NVDA) has reduced its fiscal 2019 fourth-quarter revenue guidance by $500 million to account for weak demand for its Turing-based RTX gaming GPUs (graphics processing units) and data center GPUs.
Qualcomm’s Quarterly Licensing Revenue Stalled at $1 Billion
After enjoying strong cash flows from its Qualcomm Technology Licensing segment, Qualcomm’s licensing model came under the scrutiny of several regulators.
NXP Stock Jumps 11% on Acquisition Rumors
NXP Semiconductors (NXPI) stock rose 11% after hours yesterday following rumors of South Korean tech giant Samsung’s (SSNLF) interest in NXP.
Intel’s Transformation Changes PC and Data Center Product Mix
Intel’s CCG revenue rose 2.8% YoY (year-over-year) to $8.2 billion in fiscal 1Q18 driven by strong demand from high-margin commercial and gaming enthusiast segments.
How TSMC Plans to Improve Its Profit Margin in 2019
Another factor pulling down TSMC’s gross margin is the lower utilization rate of the 28-nm node due to faster-than-expected migration to the 7-nm node.
How Related Are ADI’s Consumer Revenues and Apple’s iPhone Sales?
ADI’s Consumer segment is made up of its computing and mobile businesses, and Apple (AAPL) is its biggest customer.
AMD Wins Order for World’s Fastest Supercomputer
On May 8, AMD rose ~4.8% as the company secured an order to power the “Frontier” supercomputer, which could become the world’s fastest supercomputer.
AMD Progresses towards Target Capital Structure
Three years back, Advanced Micro Devices (AMD) was grappling with multiple years of losses, which led to negative cash flow.
AMD Remains Free Cash Flow Negative
In full-year 2018, AMD earned operating cash of $34 million, but it was not sufficient to meet its capital requirements.
How NVIDIA Plans to Improve Its Operating Efficiency
NVIDIA is increasingly investing in large market opportunities such as gaming, AV (autonomous driving), and data centers.
NVIDIA Brings Deep Learning to Robotics
NVIDIA’s robotics strategy is to create a simulation environment, train machines in that environment, and deploy the trained robots in relevant industries.
Micron Stock Is Vulnerable Due to Chinese Exposure
Micron Technology (MU) and stocks related to the memory market and China (FXI) fell due to a temporary injunction in China.
What TSMC’s Reduced Capital Spending Means for Applied Materials
Being the world’s largest foundry, TSMC is a key customer of foundry equipment suppliers Applied Materials (AMAT) and ASML (ASML).
What’s NVIDIA’s Go-to-Market Strategy for Autonomous Vehicles?
NVIDIA (NVDA) is a leading discrete GPU (graphics processing unit) provider and is expanding its customer base by identifying new verticals.
Could Nvidia Post Record Revenue in Fiscal 4Q17?
Nvidia is looking at new revenue streams beyond gaming while aiming to tap every possible way of generating revenue from gaming.
AMD’s Enterprise, Embedded, and Semi-Custom Segment
The second and third quarters are seasonally strong for AMD’s EESC segment, as they are when it reports a major portion of its semi-custom revenue from game consoles.
Challenges for the Western Digital-SanDisk Merger
One of Western Digital’s top shareholders, Alken Asset Management, opposed the merger in its open letter to Western Digital’s board.
What’s behind Semiconductor Stocks’ Rise?
Most semiconductors stocks had risen more than 2% as of midday today, with several factors having raised investors’ optimism about the sector’s growth.
What’s AMD’s Technology Strategy for High Performance Market?
AMD’s chief technology officer recently discussed the company’s technology strategy to enter the high-performance computing market.
Texas Instruments’ Profit Margins Continue to Beat Peers
Texas Instruments (TXN) manufactures analog chips that are built on old technology nodes that have already been paid off.
Why Broadcom Is One of the Most Profitable Semiconductor Companies
Until now, Broadcom’s profits were a product of a favorable product mix, low costs, and high volumes.
AMD’s Ryzen 3000 Series Beats Intel CPUs in Price and Performance
AMD’s announcement comes after Intel unveiled its Special Edition Core i9 9900KS.
A Look at Intel’s Strategy to Address Competition in PC Market
Intel (INTC) is attempting to tackle the growing competition in the PC market from Advanced Micro Devices (AMD) and Qualcomm by targeting segments where high-performance matters.
What Is AMD’s Strategy to Increase CPU Market Share?
AMD launched two of its very high-end second-generation Ryzen Threadripper CPUs in August 2018.
Semiconductor Industry Opposes Trump’s Tariffs on Chinese Imports
SIA and SEMI supported the administration’s objective but stated that tariffs would not end China’s unfair trade practices.
TSMC’s 2019 Guidance: Semiconductor Demand Should Recover
TSMC’s (TSM) revenue hit the bottom in the first quarter of 2019 due to weak economic demand, smartphone seasonality, and high inventory levels in the semiconductor industry.
AMD’s Semi-Custom Business to Fall before Expected Rise in 2020
Advanced Micro Devices (AMD) is a leader in the game console market, as its semi-custom chips are preferred by game console giants like Sony and Microsoft.
Pros and Cons of Apple’s and TSMC’s Interdependence
TSMC started volume production on its new 7-nm (nanometer) node in H2 2018 but it suffered from a computer virus outbreak at the start of August 2018.
A Look at NVIDIA’s Annual Revenue Growth Trends
NVIDIA (NVDA) has seen record revenue for the past two years as the advent of AI and eSports set the path for strong double- and triple-digit growth.
Strengths and Weakness of AMD’s Computing and Graphics Segment
Advanced Micro Devices (AMD) is the only company that offers both CPUs (central processing units) and GPUs (graphics processing units) for PCs and servers.
The Industry’s Response to NVIDIA’s GeForce Partner Program
NVIDIA’s (NVDA) GeForce gaming GPUs (graphics processing units) are increasingly being adopted by data centers, AI (artificial intelligence) developers, and crypto miners to perform high-computing tasks.Company & Industry Overviews What’s Micron’s Strategy behind Acquiring IMFT Joint Venture?
Micron Technology (MU) has been hit by the memory industry downturn, as memory supply has risen.
TSMC Banks on Mobile and High-Performance Computing for Growth
TSMC (TSM) is the world’s largest foundry and manufactures chips for all major end markets.
How NVIDIA Selects AI Verticals to Pursue
NVIDIA (NVDA) offers the most advanced GPU (graphics processing unit) technology in all its core verticals of gaming, professional visualization, data center, and automotive.
A Look at Texas Instruments’ Strategy to Improve Profitability
Texas Instruments (TXN) has improved its revenue by diversifying into various end markets.
Chip Stocks Fall on Fears of a Two-Year Growth Trend Slowdown
NVIDIA and Applied Materials published their latest earnings results on August 16. Their weaker guidances have spooked investors.
Intel-Qualcomm Competition Extends to 5G and Automotive
Qualcomm (QCOM) has already taken the mobile market from Intel (INTC). Qualcomm is now venturing into the server processor market.
AMD Ryzen Mobile 4000 CPUs Ready to Take On Intel
Rivals Advanced Micro Devices and Intel had a laptop face-off at CES 2020. AMD’s third-generation Ryzen Mobile 4000 series CPUs will launch on January 21.
AMD Ryzen Threadripper 3990X Coming on February 7
AMD stole the spotlight at CES 2020. It launched its most expensive desktop CPU, the Ryzen Threadripper 3990X, priced at $3,990.
AMD Ryzen Threadripper 3990X May Appear at CES 2020
Advanced Micro Devices (AMD) launched its third-generation Ryzen Threadripper 32-core 3970X and 24-core 3960X on November 25.
Nvidia’s Toughest GPU Competitors and Stock Outlook
AT the CES 2016, Intel stated that it’s developing a gaming NUC (Next Unit of Computing) that will compete with AMD’s and NVIDIA’s GPUs.
What the Hewlett Packard Split Means for Shareholders
Hewlett Packard split into two $50 billion entities in order to provide value to shareholders, better manage the business, and drive growth.
AMD Gains Data Center CPU Market Share from Intel
Advanced Micro Devices (AMD) is one of the best-performing semiconductor stocks of 2019, beating 100% year-to-date growth.
AMD Wins in Sony PS5 and Microsoft Scarlett War
Advanced Micro Devices (AMD), a name that has been making the headlines for its microprocessors, is set for an even better 2020.
Semiconductor Players INTC, LRCX, and TER Rally
Last week, five major semiconductor companies reported their third-quarter earnings results. Three of these five reported upbeat earnings.
Intel CEO Makes No Mention of 10nm Desktop CPUs
In Intel’s latest earnings, CEO Bob Swan talked about the upcoming 10nm products. Surprisingly, he made no mention of 10nm desktop CPUs.
