ARM Holdings PLC
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.
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.
British Pound Rallies on Strong Inflation Numbers
On August 18, the annualized CPI showed an increase of 0.1% and beat the forecasts. The clothing and footwear sector drove the increase in inflation.
Pound Sterling Rose Slightly Due to the Sustained Euro Sell-Off
The pound sterling ended on a slightly positive note against the US dollar on November 17, even though the inflation levels fell on an annual basis in October.
UK Stock Market Perturbed by Global Concerns
The UK stock market is being affected by global concerns about sustainability, financial recovery, global consumption, commodities, and basic materials.
Xilinx Prepares Gears up with ARM’s IP
Xilinx (XLNX) is moving ahead of Intel (INTC), not only in FPGA (field programmable gate array) adoption but also in technology node.
How Could ARM Holdings Benefit from Qualcomm’s Product Announcements?
ARMH holds less than 1% in the server market, which is dominated by Intel’s (INTC) x86 processors.
How Could PC OEMs Benefit from the Microsoft–Qualcomm Partnership?
In a declining PC market, vendors have been looking for innovation that could encourage consumers to upgrade their PCs. Cellular PCs offer some promise to PC makers, giving them an extra feature to differentiate their products.
What Does Microsoft Aim to Achieve from Qualcomm’s Partnership?
To bring Windows applications to Android, Microsoft partnered with Qualcomm (QCOM), which powers ~95% of the world’s smartphones.
How Is Intel Placed among Competitors in the IoT Space?
Intel’s IoT group revenues grew 19% year-over-year to $689 million in fiscal 3Q16, driven by strong demand from retail, video, and transportation.
Qualcomm- NXP Deal Marks the Inflection Point of IoT
The Qualcomm-NXP merger would create the world’s third-largest semiconductor company and the largest integrated semiconductor solutions provider in the world.
What Is Intel’s Strategy behind Its Foundry Model?
In fiscal 3Q16, Intel (INTC) partnered with ARM Holdings (ARMH) to provide foundry services for ARM-based chips. Intel announced another foundry partnership with Spreadtrum, but it did not identify the products that would be manufactured.
Want to Know Why DISAX Has Done Well Year-to-Date?
DISAX has had an excellent 2016 as of August’s end, coming in second among the 12 funds chosen for this review.
Will Zen Bring AMD on Par with Intel’s Technology?
Although AMD has a strong architecture design, it has lagged behind its peers in terms of manufacturing technology, which has made its chips less efficient.
Will ARM’s New Supercomputer Chip Match Intel’s Performance?
ARM’s chips power almost every mobile in the world. They’ve beaten Intel (INTC) in this space because of their power efficiency.
How Will IBM Compete with Intel in the Data Center Space?
In 2013, IBM decided to make its technology available to third parties and launched the OpenPower Foundation.
Intel’s Server Chips See First Signs of Competition at IDF 2016
In August 2016, Intel made positive announcements in the Internet of Things and PC spaces at Intel Development Forum 2016.
Seeing Opportunity, Qualcomm Zeroing in on IoT Space
Qualcomm is expanding its presence in adjacent markets such as the server, automotive, and IoT (Internet of Things) markets.
Advanced Micro Devices: What Drove Earnings to Positive?
This earnings season was a time for semiconductor investors to cash in. Two weak companies—Qualcomm (QCOM) and Advanced Micro Devices (AMD)—reported earnings reversals.
Why the SoftBank-ARM Deal Is Not Good News for Intel
Intel exited the mobile processor market in fiscal 1Q16 due to strong competition from ARM, which is now looking to challenge Intel in the server space.
Why Softbank’s ARM Acquisition Surprised the Semiconductor Industry
Qualcomm, Apple, and Samsung are eyeing IoT, but none of them seriously considered acquiring ARM, because the latter never hinted at a willingness to sell.
Why ARM Accepted SoftBank’s Acquisition Offer
With the acquisition of ARM (ARMH), SoftBank CEO Masayoshi Son has the long-term vision of becoming a pioneer in the IoT (Internet of Things) arena.
What Was SoftBank’s Motivation to Buy ARM?
ARM’s designs power more than 95% of the world’s smartphones, 80% of digital cameras, 25% of IoT devices, and 15% of networking devices.
Inside the Key Financials Involved in the SoftBank-ARM Deal
In the biggest YTD semiconductor acquisition of 2016, SoftBank has offered to acquire UK-based designer ARM for a cash consideration of $32 billion.
Will the ARM Holdings-Softbank Merger Attract Arbitrageurs?
Arbitrageurs will certainly be interested in setting up the ARM Holdings (ARMH) spread, especially if they can get an 8% return using the ordinary shares.
Risk-Reward Ratio of the ARM Holdings-Softbank Merger
ARM Holdings (ARMH) was trading at about $47 per share before the deal with Softbank was announced. The risk-reward ratio is about 12:1.
Could the ARM Holdings-Softbank Deal Get Competitive?
Softbank is paying a pretty penny for ARM Holdings (ARMH). The premium to the prevailing share price was in the low 40%.
Regulatory Conditions to the Softbank-ARM Holdings Deal
Softbank decided to waive any antitrust or regulatory conditions to the transaction. It doesn’t care if the regulators have issues—it’s buying the company.
What Are the Conditions for the ARM Holdings-Softbank Merger?
ARM Holdings and Softbank are merging in a cash transaction. In an unusual step, there aren’t regulatory or antitrust conditions to the transaction.
What’s the Rationale for the Softbank-ARM Holdings Merger?
The Softbank-ARMS Holdings merger intends to increase Softbank’s growth so that it can position itself as a leader in Internet of Things.
Making a Big Splash: Softbank Acquires the UK’s ARM Holdings
On July 18, Japan’s Softbank and the United Kingdom’s ARM Holdings (ARMH) announced a merger where Softbank will buy ARM for 1,700 pence in cash.
Which Industrial and Macroeconomic Factors Are Influencing Qualcomm’s Growth?
Qualcomm expects its core mobile chip business to grow at a CAGR (compounded annual growth rate) of around 8%–9% between 2015 and 2020.
How Might Brexit Impact European Semiconductor Companies?
IC Insights expects computers to be the largest semiconductor end market in Europe, accounting for 29.4% of integrated circuit sales in 2016.
The Franklin International Growth Fund’s Portfolio Moves in YTD 2016
In the past 12 months until May 2016, Franklin International Growth Fund (FNGAX) has witnessed increased exposure to discretionary and healthcare stocks.
Why Franklin International Growth Fund’s Performance Was a Mixed Bag
From a purely NAV (net asset value) return standpoint, FNGAX emerged as an average performer for the one-year period until February 29, 2016.
A Look at Low-Ranking VWIGX: High Volatility and Minimal Returns
The Vanguard International Growth Fund – Investor Shares (VWIGX) has been in existence since September 1981.
Volkswagen and Barclays Take a Toll on AXEAX Year-to-Date in 2015
Detractors such as Barclays and Volkswagen, among others, were the main reason AXEAX returned a below-average performance for YTD November 2015.
Pound Moves On Third Quarter GDP Estimates
The pound sterling ended on a lower note versus the US dollar on November 27, 2015, as GDP growth in the third quarter slowed in line with expectations.
The Vanguard International Growth Fund – Investor Shares (VWIGX)
The Vanguard International Growth Fund – Investor Shares (VWIGX) requires a minimum initial investment of $3,000.
How Does Cadence Design Compare to Its Peers?
The price-to-book value ratios of Cadence Designs, ARM, Ansys, Synopsys, and Mentor Graphics are 4.36x, 8.68x, 3.78x, 2.47x, and 2.40x, respectively.
Cadence’s Net Income Rose Quarter-over-Quarter in 2015
Cadence Design Systems has a market capitalization of $6.2 billion. Cadence’s year-to-date price movement has been rising quarter-over-quarter in 2015.
EWU Rises over Draghi’s Comment on the ECB’s Asset-Buying Program
The UK market’s reaction to the ECB’s announcement of its asset-buying plan was reflected in the rise of the iShares MSCI United Kingdom ETF (EWU) on Thursday, September 3.
Intel and the History of the Semiconductor Industry
Since 2014 when a slowdown in PC shipments hit its revenue, Intel has shifted its focus toward chips for smartphones and tablets.
Nvidia’s Drive PX Stands Out in the Self-Driving Car Space
The unique feature of Nvidia’s Drive PX is that instead of using lasers, radars, and ultrasound to detect obstacles, there’s a neural network at the base of its technology.
How Cadence generates a steady revenue stream
Aggressive acquisitions and a focus on systems enabled Cadence to grow its revenues at a faster pace than its competition in the last five years.
Cadence delivers end-to-end solutions in EDA and IP
Looking at its EDA products through the Virtuoso platform, Cadence provides support for laying out transistors, wires, and chips for a variety of designs.
The main challenges facing Texas instruments
Consumer demand for the latest features and applications is huge. Endless technological innovation addresses that demand to a point, but has led to consistently shorter product life cycles.