Advanced Micro Devices Inc

Intel (INTC) is currently going through a phase of slow growth, which is threatening its top position in the semiconductor industry.

Intel has long-term debt of $24 billion against cash reserves of $17 billion, resulting in net debt of $7 billion.

Inside Qualcomm’s price and valuation multiples Qualcomm’s (QCOM) book value per share in 2016 was ~$21.20, compared with the expected book value per share of ~$20.60 in 2017. Qualcomm shares are trading at price-to-book value of ~2.7x. In comparison, Intel’s (INTC), Advanced Micro Devices’ (AMD), Micron Technology’s (MU), and Marvell Technology’s (MRVL) book values per […]

Advanced Micro Devices (AMD) has entered the high-performance GPU market with the launch of its Vega architecture.

In response to AMD’s Threadripper, Intel announced an 18-core, 36-thread i9 processor for the very high-end market at the Computex Taipei show in Taiwan.

NVIDIA’s GeForce business In the previous part of the series, we saw that NVIDIA (NVDA) generates sales volumes from its gaming business. The company has been in the gaming market for several years and earns more than 50% of its revenue from this market. At NVIDIA’s 2017 Investor Day, GeForce senior vice president Jeffrey Fisher […]

NVIDIA’s product strategy NVIDIA (NVDA) has officially unveiled its next-generation Volta architecture. Whenever the company develops a new architecture, it first launches it on the Tesla GPU (graphic processing unit) platform for data centers because it commands a higher price than other platforms. Then it launches the architecture on the GeForce gaming platform, as its […]

NVIDIA recently unveiled its unveiled its next-generation Volta GPU (graphics processing unit). In this series, we’ll look at the various growth opportunities NVIDIA is looking at to tap into GPU-accelerated computing.

NVIDIA’s operating cash flow fell 8.7% year-over-year to $282 million in fiscal 1Q18 as its revenues were hit by seasonal weakness. Its accounts receivables increased 87% YoY.

NVIDIA’s operating margin of 33% surpassed Intel’s (INTC) operating margin of 26% in 1Q17.

NVIDIA’s non-GAAP operating expenses rose 17% year-over-year to $517 million in fiscal 1Q18. NVDA expects to increase its operating expenses to $530 million in fiscal 2Q18.

NVIDIA (NVDA) is developing products to support AI (artificial intelligence) adoption in the data center, embedded devices, and automotive spaces.

AMD’s 1Q17 revenues rose 18% to $984 million, which was in line with the consensus estimate.

Things are heating up in the GPU space as AMD looks to enter the high-end market with its Vega GPU. Vega will be priced competitively, likely creating a price war between AMD and NVIDIA.

Intel’s process leadership is seemingly unbeatable. Its upcoming 10nm (nanometer) node will contain double the number of transistors compared to Samsung’s and TSMC’s 10nm nodes.

2017 started off slow for Intel (INTC) as it transitioned from being a PC-centric (personal computer) company to a data-centric company.

Advanced Micro Devices (AMD) is looking to improve its gross margin by entering the high-end market and ramping up Global Foundries’ (or GF) 14nm (nanometer) process node.

Advanced Micro Devices (AMD) is growing beyond the game console market toward PC (personal computers), virtual reality, and data center technology with its new Ryzen CPUs.

Nvidia’s (NVDA) move from GPUs to a GPU platform-based business model contributed to its exceptional growth in fiscal 2017. Nvidia’s earnings touched new highs as its revenues rose 38% year-over-year.

Advanced Micro Devices (AMD) is set to launch its Ryzen desktop processors on March 2, 2017.

Nvidia (NVDA) has reported strong growth in fiscal 2017, thanks to Pascal GPUs.

Advanced Micro Devices (AMD) stock fell 9.4% in the week ended January 20, 2017. Shares of the firm have fallen 14% since the start of 2017 after an incredible run last year.

Fiscal 3Q17 was the first full quarter that reflected Nvidia’s (NVDA) Pascal GPU sales. NVDA reported record-high revenue growth in its Gaming segment, which crossed the $1 billion mark for the first time.

As of September 30, 2016, AMD’s cash reserves stood at $1.3 billion as against long-term debt of $1.6 billion.

Nvidia (NVDA) is rushing to launch Volta in early 2017, which is the timeframe when AMD could release its next-generation GPU Vega.

Xilinx’s attractive margins and diversified customer base of industrial, automotive, data center, and IoT (Internet of Things) has attracted a lot of attention.

Marvell, a supplier of silicon solutions for storage, cloud infrastructure, IoT connectivity, and multimedia, has been making news for all the wrong reasons.

NVIDIA (NVDA) reported a 7% year-over-year revenue growth in 2015, a time when the semiconductor industry revenues fell by 2.3% YoY. At its 2016 Investor Conference, NVIDIA’s executives highlighted the company’s growth opportunities in terms of geography and new technology.

NVIDIA (NVDA), a popular name among PC gamers, made news at the GTC (GPU Technology Conference) 2016 from April 4 to 7, 2016.

Nvidia’s free cash flow to net income ratio indicates that it has a strong capital structure to withstand headwinds and bear significant capital expenditure.

AMD and Intel seem to have a duopoly in the PC processor and server market, with Intel accounting for more than 80% share in the PC processor space and a 99% share in the server space.

Nvidia’s cost of goods sold is around 40% of its revenue, whereas Advanced Micro Devices’ COGS is more than 65%. Intel’s (INTC) COGS is below 40%.

Since 2014 when a slowdown in PC shipments hit its revenue, Intel has shifted its focus toward chips for smartphones and tablets.

A loss of technology leadership means that NVIDIA will lose its competitive advantage. This will lead to lower margins through lower revenues and increased R&D spending.

Qualcomm (QCOM) recently acquired Wilocity to boost its portfolio of mobile chipsets. Wilocity operates high-speed wireless technology WiGig, which works at a higher frequency and promises faster data speeds.