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
Nvidia Brings GeForce Now Cloud Gaming to Android
Nvidia (NVDA) stock rose 6.7% to $199 after the company rolled out its cloud gaming service, GeForce NOW, to Android devices.
AMD Gains Significant GPU Market Share from NVIDIA
JPR data showed that Advanced Micro Devices’ (AMD) discrete GPU market share rose by 940 basis points sequentially to 32.1% in the second quarter.
AMD’s New EPYC 7H12 CPU Offers Higher Clock Speed
This week, at its European launch of EPYC Rome in Rome, Italy, AMD announced the addition of a new CPU to the Rome family: the EPYC 7H12 processor.
Does Apple TV+ Pose a Threat to Disney and Netflix?
Apple will offer Apple TV+ for $4.99 per month. This news sent Netflix (NFLX) and Disney’s (DIS) stock prices down 2.16% and 2.19%, respectively.
Apple Chip Supplier Stocks Rally Ahead of iPhone Launch
It’s that time of year—Apple (AAPL), the world’s largest handset maker by revenue, is launching its new iPhones. Apple chip supplier stocks have rallied.
Can Intel Compete with NVIDIA in the AI Space?
For the last few years, Intel (INTC) has been shifting its focus away from PC to data-centric businesses. It’s looking to tap future technologies such as AI.
CPU Heavyweights: Is AMD a Better Choice than Intel?
Advanced Micro Devices (AMD) and Intel (INTC) have a history of intense competition in the CPU space in which one’s gains are the other’s losses.
CEO Lisa Su: AMD to Increase Artificial Intelligence Profile
The Hot Chips 31 Symposium started this week. Artificial intelligence was the hot topic among participants Intel, NVIDIA, and Advanced Micro Devices.
Sony Ends Spider-Man Deal, Acquires Game Developer
Sony has announced it is acquiring its game development partner, Insomniac Games. Meanwhile, its Spider-Man deal with Disney’s Marvel Studios has ended.
The Trade War Triangle among the US, China, and Huawei
The United States and China are in a trade war that has started to impact individual companies, consumers, and the global economy.
AMD CEO Lisa Su’s Departure Rumor: The Whys and Whens
Adding to AMD’s recent troubles, Wccftech wrote yesterday about a rumor that CEO Lisa Su was set to leave the company for IBM.
Qualcomm Faces Multifold Impact of the Huawei Ban
Qualcomm has been among the hardest hit by the Huawei ban, and now it will suffer the effects of the newest round of tariffs.
Semiconductor Stocks Hit by China Trade War Escalation
This earnings season, semiconductor companies mitigated the Huawei ban by identifying components that didn’t risk national security.
Sony’s PS5 to Compete with Google Stadia and Nintendo Switch
2019 will likely be a slow period for the gaming market before growth picks up in 2020.
How US-China Trade Tensions Have Affected Micron’s Earnings
For the last three years, Micron Technology (MU) has been strengthening its foundations by improving its product mix and balance sheet, reducing costs, and executing advanced technology.
NVIDIA Loses Some Discrete GPU Market Share to AMD
NVIDIA (NVDA) is feeling competitive pressure in the discrete GPU (graphics processing unit) market from Advanced Micro Devices (AMD), which is closing the performance gap.
Is Micron a Cheap Stock at Its Current Price?
Micron Technology (MU) is a cyclical stock governed by memory prices, which are driven by demand and supply forces. If we look at Micron stock’s valuation, it looks like a cheap stock with strong growth potential. However, the cyclical nature of the stock makes valuing it difficult.
Broadcom Stock Is Technically Stronger than Peers
Broadcom (AVGO) stock gives a glimpse of the health of semiconductor stocks. It moves in tandem with the VanEck Vectors Semiconductor ETF (SMH). Semiconductor stocks rose in the first four months of 2019 over the anticipation of growth in the second half.
7 nm Ryzen CPUs Change AMD’s 50-Year History with Intel
Advanced Micro Devices (AMD) and Intel (INTC) have both been operating in the semiconductor industry for the last 50 years.
How AMD Is Positioned in the US-China Trade War
The US-China trade war, in its second year, is impacting sectors that depend on China for supplies or revenue.
Qualcomm and Skyworks Hardest Hit by Huawei Ban
The US-China trade war has resulted in the involvement of governments in private companies’ business.
Next Chapter in US-China Trade War and US Semiconductor Industry
Technology IP (intellectual property) is the center of the US-China trade war.
Intel Accelerates 7 nm Road Map to Catch Up with AMD
Intel stock rose 1.3% on May 30 after it unveiled the 10 nm (nanometer) Ice Lake mobile CPU (central processing unit) at Computex 2019.
AMD to Unfold the Mystery of the 7 nm Navi GPU at E3 2019
AMD is also closing the gap with NVIDIA (NVDA) with its next-generation 7 nm Navi GPU (graphics processing unit).
AMD Is Set to Gain CPU Unit Market Share from Intel in 2019
Until recently, Intel (INTC) and Advanced Micro Devices (AMD) have been in a one-sided PC CPU war.
7 nm Ryzen CPUs Give AMD These Advantages over Intel
Advanced Micro Devices (AMD) is better than Intel (INTC) at creating hype even though the latter has a higher marketing budget.
NVIDIA’s Data Center Revenue: Inference, Rendering, and Edge
The US-China trade war has created demand uncertainty, especially in the tech industry.
Short-Term Headwinds Affect NVIDIA’s Return on Investment
NVIDIA (NVDA) has enjoyed strong returns over the last two years as the AI revolution has driven demand for accelerated computing platforms.
NVIDIA’s Gross Margin Hit by Weaker Product Mix
NVIDIA (NVDA) has the most advanced GPU (graphics processing unit) technology, which helps it command a higher price for its GPUs.
How the US-China Trade War Affects Semiconductor Stocks
Many US companies have heavy exposures to China in terms of what they sell and what they buy from the country.
Intel Is Focused on Improving the Execution of Its 10 nm Products
In a dynamic market such as technology, strong product execution can make a difference in market share.
Intel’s New CEO Accelerates Its 10 nm Product Launches
Intel has provided an update on its long-delayed 10 nm process node, which was originally planned to launch at the end of 2016.
Intel’s 5G Decision: Understanding the Financial Impact
Intel (INTC) manufactures processors for PCs and servers that carry a higher value. It tried to enter the mobile market with its Atom processors.
Intel’s Mobile Business: More Risks than Rewards
Intel (INTC) exited the 5G smartphone modem business immediately after Qualcomm (QCOM) and Apple announced the settlement of all their legal disputes.
Micron’s DRAM Technology Focus
Micron Technology (MU) is currently ramping production of 1Y DRAM. It’s also filling the gap in its DRAM portfolio by adding new products.
A Look at the Discrete GPU Market in 2018 and 2019
In late 2017 and early 2018, Advanced Micro Devices (AMD) and NVIDIA (NVDA) witnessed windfall gains from the GPU (graphics processing unit) market.
Broadcom Taps Infrastructure Software Market with CA Technologies
Broadcom’s (AVGO) fiscal 2019 earnings will be driven by its integration of CA Technologies.
NVIDIA Announces Acquisition of Mellanox for $6.8 Billion
Things are heating up in the semiconductor M&A space, and this time, Israel-based big data connectivity company Mellanox is the target.
AMD’s Data Center Business Is Set to Take Market Share from Intel
AMD is currently working on bringing its second-generation EPYC server CPU, built on TSMC’s 7 nm node, to the market in mid-2019.
Reduced Cloud Spending Slows Intel’s Data Center Revenue Growth
PC continues to be Intel’s biggest business, but its most important business is its DCG (Data Center Group), which has been driving its revenue growth.
Intel’s Efficiency Ratios in Krzanich’s and Swan’s Terms
The best way to gauge a company’s management’s performance is through efficiency ratios.
Impact of US FTC-Qualcomm Court Ruling on the Smartphone Industry
Qualcomm depends heavily on its licensing business for profits. The company says that Apple has $7 billion in unpaid royalty fees.
What Factors Could Influence Intel’s Capex in 2019?
Intel (INTC) is spending big on stock buybacks in 2018 driven by large cash flows coming from high PC and data center revenue.
Qualcomm’s Licensing Business in 2018
In the fourth quarter, QTL’s revenues fell 22% sequentially and 5% YoY to $1.14 billion—in line with its midpoint guidance of $1.1 billion.
What Qualcomm’s Negative Efficiency Ratios Mean to Investors
As Qualcomm’s investment in the NXP acquisition failed to materialize, its ROI (return on investment) took a big hit.
What Factors Influenced Qualcomm’s 2018 Revenue?
In the fourth quarter of fiscal 2018, Qualcomm’s revenue fell 3.3% YoY (year-over-year) but rose 3.6% sequentially to $5.8 billion.
A Look at Qualcomm’s Strategy to Grow Its Non-Apple Business
On Qualcomm’s fiscal 2018 fourth-quarter earnings call, CFO George Davis stated that the handset market has weakened over the last year.
Qualcomm’s 5G Efforts to Materialize in 2019
Qualcomm has long been working on the 5G technology that’s seen it partner with 19 OEMs (original equipment manufacturer) globally.
A Look at Micron’s Compute and Networking Business
Micron Technology (MU) has braced itself to withstand the challenge of falling memory prices by improving its cost competitiveness.
Micron to Benefit from Nvidia’s GeForce RTX 20 Series GPUs
In a recent blog, Micron stated that it has become Nvidia’s launch partner for Nvidia’s upcoming GeForce RTX 20-Series GPUs.
