Advanced Micro Devices Inc
AMD-Xilinx Merger Details Hint at Stronger Chip Supply Moving Forward
Why Intel’s tablet segment could get a boost from its Core M
Intel Core M processors, or Lama Mountain, are expected to be available by the end of October 2014. They should lead to more design wins for Intel.
AMD’s semi-custom is a high growth market
AMD (AMD) provides customized silicon chip solutions to original equipment manufacturers (or OEMs). The chip solutions are found in a variety of products. They help product development.
AMD and Xilinx Set to Merge Before the End of 2021, Looks Promising
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.
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.
NVIDIA Stock Continues to Rise in 2018
Shares of semiconductor (SMH) firm NVIDIA (NVDA) rose 27% in January 2018 to close at $245.8.
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.
What margins, financials say about Nvidia’s growth prospects
PC gaming and accelerated computing played strong roles in the expansion of margins for Nvidia.
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.
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.
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.
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.
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.
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.
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.
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.
Slowing PC Shipments Hit Intel’s Earnings
As the PC demand slowed, Intel started reducing its exposure in the CCG segment.
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.
How GPU Stocks Have Outperformed Semiconductor Stocks
GPU (graphic processing unit) providers NVIDIA and Advanced Micro Devices (AMD) have outperformed other semiconductor stocks.
Micron Works to Improve Its Compute and Networking Revenue
Micron Technology (MU) serves four major market segments: Compute and Networking, Mobile, Storage, and Embedded.
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.
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 […]
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.
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.
Tech Stocks Had Their Worst Day since 2011
Tech stocks Netflix (NFLX), Twitter, Amazon (AMZN), NVIDIA (NVDA), and Advanced Micro Devices (AMD) fell 8.4%, 8.5%, 6.2%, 7.5%, 8.2%, respectively, were among the big tech losses.
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, […]
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.
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.
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.
Nvidia’s Growth Catalysts: Stronger Than Stock Market Volatility?
Nvidia (NVDA) was the second-fastest-growing semiconductor stock in 2017, returning more than 80%.
How Could a Trade War Impact Asset Managers?
After Trump announced that Chinese investments in US tech stocks would be restricted, the Dow Jones Industrial Average spiked downward.
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.
What does Intel’s revenue say about its growth prospects?
Intel spent ~$11.5 billion on R&D, or research and development, in 2014. This represents ~21% of its total revenue—compared to 19% in 2013.
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.
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.
Intel Responds to Competition from AMD
Advanced Micro Devices (AMD) is launching its complete line of Ryzen CPUs (central processing units) in 2018.
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.
Why AMD’s restructuring strategy will revive its operations
In 2011, AMD earned ~75% of its revenue from the PC market. As a result of a slowdown in the PC market, AMD (AMD) experienced a steep decline in its PC chip revenues.
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.
AMD Stock’s Breathtaking Run Could Be Ending Soon
The poster child of momentum plays this year has been AMD stock. But will it fall off a cliff after this year’s impressive momentum?
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.
Why Is Qualcomm Stock Rising Today?
Qualcomm (QCOM) stock is up over 2% so far today after the markets rebounded. This rise follows its 4.6% decline on October 8.
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.
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.
July Jobs Report: Strong Numbers amid Trade Tension
The Department of Labor released the July jobs report on Friday morning. Amid the trade tensions, the July jobs report brought relief.
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.
Why AMD entered into a partnership with Synopsys
In September 2014, AMD (AMD) and Synopsys (SNPS) entered into a multi-year agreement. The partnership will give AMD access to a range of Synopsys’ intellectual property.
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.
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.
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.
Intel Stock Falls ~3% after New CEO Announcement
Intel (INTC) stock fell 3% following the company’s announcement of its next CEO, Bob Swan.
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.
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.
Chart in Focus: AMD’s Moore’s Law Plus Concept
AMD developed the concept of Moore’s Law Plus to drive future innovation.
Noise in Computing and Graphics Markets Drive AMD’s Stock Price
In this series, we’ll look at how AMD’s CPU and GPU business could impact its earnings in the fourth quarter and next year.
Could Intel Launch Its Ninth-Generation Core Processors Soon?
It’s that time of the year again—Intel (INTC) is set to launch its next-generation Core processors.
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.
How Did AMD Boost Adoption of EPYC Server CPU?
Advanced Micro Devices (AMD) developed an EPYC server CPU (central processing unit) that offered a better price-to-performance ratio than Intel’s (INTC) Xeon server CPUs.
Is This the End of NVIDIA’s Double-Digit Revenue Growth?
NVIDIA’s (NVDA) fiscal 2019 third-quarter revenue guidance of $3.25 billion missed analysts’ estimate of $3.34 billion.
Rumor Mill: AMD and NVIDIA May Launch Polaris and Pascal Refreshes
Advanced Micro Devices (AMD) might lose some discrete GPU (graphics processing unit) market share to NVIDIA (NVDA) as the crypto boom ends.
AMD launches Hierofalcon and Bald Eagle for embedded solutions
In 2014, AMD plans to launch two new high-performance AMD (AMD) embedded R-series processor families—the Hierofalcon and the Bald Eagle.
What’s AMD’s Strategy to Expand Its Graphics Business?
Advanced Micro Devices (AMD) is seeing strong growth in the PC processor market.
Is Advanced Micro Devices Stock Undervalued?
Chipmaker Advanced Micro Devices (AMD) stock has fallen 9.1% YTD and 30% from its high in 2018.
NVIDIA Launches Mid-Range Turing GPUs to Boost Gaming Revenue
While NVIDIA is tapping the mid-range market, AMD is eyeing the high-end market.
Computing and Graphics Segment to Lead AMD’s 2018 Revenue Growth
AMD’s CG profits may increase as the share of higher-end Ryzen Pro and Ryzen Mobile increases in the total product mix.
AMD Stock amid Future Earnings Growth, Market Share Gains
Advanced Micro Devices (AMD) has caught everyone’s attention with its 89% rally since May 1. It’s trading near its 52-week high of $20.92.
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.
Trump Brags Again about Stock Market Gains Since His Election
Today, the broader market was trading on a positive note after President Donald Trump extended his China tariff deadline of March 1.
What’s Different about NVIDIA’s Fiscal 2019 Third-Quarter Revenue?
NVIDIA (NVDA) stock fell more than 28% in two trading days after its fiscal 2019 third-quarter earnings didn’t impress investors.
The Rumors on NVIDIA’s Upcoming Gaming Graphics Unit
NVIDIA launched its last gaming GPU architecture, Pascal, in June 2016.
AMD Now Competes with Intel in Supercomputer Space
Advanced Micro Devices (AMD) has secured a landmark deal from the US DoE (Department of Energy) to power the world’s fastest supercomputer.
More Rumors Surrounding NVIDIA’s Gaming Business
NVIDIA (NVDA) has been mum about its next gaming GPU (graphics processing unit).
These Tech Trends Could Change Semiconductor Industry in 2019
In this series, we’ll look at the top trends that could impact the semiconductor industry in 2019.
AMD Warned that Its Margins Would Suffer in 2Q15
AMD also announced that its gross profit margin in fiscal 2Q15 would be 28%, as compared to the earlier guidance of 32%.
Will NVIDIA’s Quarterly Earnings per Share Cross the $2 Mark?
NVIDIA’s (NVDA) profit margins improved as revenue rose faster than expenses thanks to strong demand for higher-margin products.
Strong Economy and a Rate Cut: Can Trump Have It Both Ways?
Today, President Donald Trump told reporters, “Our country’s doing unbelievably well economically.”
Today’s NVIDIA Is What Intel Was in the 1990s
NVIDIA (NVDA) has grown to be an investor favorite on the back of its strong data center growth.
The End Goal of Microsoft’s Always Connected PC Initiative
Microsoft has already launched an LTE-connected laptop, the Surface Pro LTE, powered by Intel’s processor and Qualcomm’s LTE modem.
What’s AMD’s Product Execution Strategy?
At the Cowen Technology, Media & Telecom Conference, AMD’s chief technology officer, Mark Papermaster, stated that the company is using Infinity Fabric for two cases.
What Could Revive Investors’ Confidence in NVIDIA?
At the beginning of this year, AMD and NVIDIA (NVDA) stock rose as the two enjoyed windfall gains from an unexpected surge in GPU demand from crypto miners creating a supply shortage and raising GPU prices.
AMD’s professional graphics attain a milestone with Apple deal
In December 2013, AMD (AMD) announced that Apple (AAPL) used its dual FirePro professional graphics processing units (or GPUs) in its Mac Pro. Apple’s graphic cards are designed by AMD.
NVIDIA’s Gaming Revenue Declines May Be Temporary
NVIDIA’s (NVDA) revenue declined due to weakness in the Gaming and Data Center segments.
When Will NVIDIA’s Automotive Business See Strong Growth?
NVIDIA has been earning automotive revenue by selling car infotainment solutions.
Should Investors Worry about NVIDIA’s Data Center Revenue Declines?
After gaming, NVIDIA’s (NVDA) second largest and the fastest growing business is Data Center.
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.
Rumor: AMD May Add Ray Tracing Feature in Navi 20 GPU
NVIDIA (NVDA) is a leader in the discrete gaming GPU (graphics processing unit) market.
Analyzing AMD’s Strategy behind Its Launch of the Radeon RX 590
Advanced Micro Devices (AMD) launched its Polaris-refreshed Radeon 590 GPU (graphics processing unit) on November 21 to tap the gaming market.
NVIDIA’s New GeForce RTX 2080 Gaming GPU Revives Confidence
There’s been a lot of volatility around NVIDIA (NVDA) lately. The stock fell 6.8% on August 17.
AMD’s Vega GPUs Now in Professional Graphics Markets
In April, AMD and Adobe (ADBE) launched a video editing solution, Adobe Premiere Pro CC, which is powered by the AMD Radeon Pro SSG.
Intel Stock Falls despite the Company’s Strong Fundamentals
In this series, we’ll look at Intel’s headwinds and tailwinds and how they could affect investors.
PC Sales Fall in 2Q15 due to the Fall in PC Shipments
On July 9, Gartner reported that global PC shipments fell by 9.50% to 68.4 million units on a YoY basis in 2Q15—the steepest fall recorded since 3Q13.
TSMC’s First-Quarter Earnings Suggest Growth in Coming Quarters
As TSMC has broad exposure to most end markets, its earnings are used to determine the health of the overall semiconductor industry.
Computex 2019: AMD’s and Intel’s CPU Battlefield
The CPU war between Advanced Micro Devices (AMD) and Intel (INTC) began at Computex 2019, where both companies unveiled their next-generation PC CPUs.
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.
AMD’s Infinity Fabric Technology inside Ryzen Threadripper Two
Advanced Micro Devices (AMD) is using Infinity Fabric to leverage its Zen cores across low, mid, and high-end PC and server CPUs (central processing units).
7-nm to Be the Next Long Node for AMD
Advanced Micro Devices (AMD) is moving fast on its product and process technology ramp.