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Overview: Micron Technology business segments
According to information technology research company Gartner, Micron held tenth position in the worldwide semiconductor market in 2012.
Why Micron’s NAND is an important business segment
These products offer higher performance, reduced power consumption, and better reliability when compared to traditional hard disk drives. This explains the product’s popularity and rapid proliferation as a data storage medium.
IBM Led Peers in Patents in 2017
Earlier in the series, we discussed IBM’s improved position in the cloud space due to its prowess in the hybrid cloud space.
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.
What Factors Are Playing Into the Global Chip Shortage?
Why oversupply could affect Micron’s NAND flash products
NAND Flash sales were up 35% for the first six months of 2014, as volumes increased amid a 17% fall in average selling prices or ASPs.
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.
S&P 500’s Top Losses: Why Biogen Declined
Biogen, which is an American multinational biotechnology company, was the S&P 500’s top loss on June 18.
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.
Must-know: Why Microsoft isn’t launching a Surface Mini
A few weeks back, Bloomberg had reported that Microsoft (MSFT) was planning to launch a smaller version of its Surface tablet, popularly known as the “Surface Mini.”
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.
What Can Go Wrong for Intel in Fiscal 2016?
Intel gained a lion’s share in the PC and sever space. However, IBM’s Power Architecture may challenge Intel’s dominance in the server market in the future.
How Broadcom’s Acquisitions Could Improve Its Profitability
Broadcom’s profitability In the previous part of this series, we saw that Broadcom (AVGO) is likely to witness seasonal revenue decline as demand in its wireless segment, its second largest, falls. While revenue depends significantly on external factors such as customer demand, the pricing environment, and competition, profitability depends on internal factors such as cost control and product […]
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.
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.
Mobile Business Hurts Intel’s Profits
Intel’s mobile computing group loss kept widening as the company sold its Atom processors at a discounted price while its operating expenses rose due to heavy spending on R&D.
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.
Hewlett-Packard’s Split: Margins and Bargaining Power
Hewlett-Packard had significant bargaining power with chip makers—like Intel (INTC). It remains to be seen how the split will impact its bargaining power.
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.
Salesforce.com partners with Accenture to tailor wearable devices
Salesforce.com (CRM) announced a collaboration with Accenture (ACN. Both companies share an equal passion about wearable technology ruling the market in the future.
5G Technology: The Main Driver of Qualcomm and Apple’s Settlement
Apple (AAPL) is the second-largest handset maker in the world after Samsung (SSNLF), and it earns more than 60% of its revenue from iPhones.
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.
What Are Broadcom’s Plans for Its Enterprise Storage Business?
Broadcom’s latest acquisition of Brocade should double the size of its Enterprise Storage segment, which currently accounts for 13% of its revenue.
Understanding Micron through Its Financial Stability
The financial stability of a company is determined by understanding its debt level and its capability to meet long-term and short-term debt obligations.
Cloud Space Continues to See Consolidation in June
The SMAC (social, mobile, analytics, and cloud) revolution has forced technology players to look for various avenues of growth in the rapidly changing environment.
Intel on Track to Report Record Earnings in Fiscal 2018
Intel has partnered with China’s Internet giant Baidu (BIDU) to set up an AI and 5G innovation lab focused on converged edge and cloud services.
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.
Can Micron Stock Continue to Outperform the Market in 2017?
Micron stock has risen 154.0% in the last 12 months, hitting a new 52-week high of $32.93 in June 2017.
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 […]
How Intel’s Restructuring Might Impact Profitability in 2017
Intel’s non-GAAP gross margin was almost flat at 63.2% in fiscal 2016. The company expects the margin to remain flat at around 63.0% in fiscal 2017.
How Things Are Going for Intel in the Memory Market
Intel (INTC) is expanding its data-centric business beyond data centers into the IoT (Internet of Things), 5G, FPGAs (field-programmable gate arrays), and memory.
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.
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, […]
What Price Ratios Say about Micron’s Stock Valuation
Micron is currently trading at a PE ratio of 54.6x, but the EPS estimates for the next year have put its forward PE ratio at 6.0x.
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.
A Look at Intel’s Efforts in the Artificial Intelligence Space
Artificial intelligence opportunities and Intel So far, we’ve discussed how Intel (INTC) may be slowly losing ground in the process technology space. However, this does not deter the company from making R&D (research and development) efforts in the AI (artificial intelligence) space. AI is the future of technology—everything from home appliances to industrial machines could […]
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%.
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.
How Might Micron’s NAND Business Perform in Fiscal 2018?
Micron was mainly focused on DRAM (dynamic random-access memory) until 2016. However, the appointment of Sanjay Mehrotra as Micron’s CEO brought renewed focus on NAND.
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.
Say It Isn’t So! Qualcomm’s Results Could Disappoint
Qualcomm’s fiscal 4Q16 earnings preview In the previous part of this series, we discussed Qualcomm (QCOM) being hit by strong competition from MediaTek and Intel (INTC) in fiscal 4Q16. After reporting its first YoY (year-over-year) revenue growth in six quarters in fiscal 3Q16, the company is set to report flat or lower revenue growth in […]
AQR Capital increases stake in Intel
Intel generated ~$5.7 billion in cash from operations. The company paid quarterly dividends of $1.1 billion and repurchased 122 million shares for $4.2 billion.
SMH Sees $87.7 Million in Fund Inflows in Trailing 12 Months
In the trailing one month, net fund inflows for the VanEck Vectors Semiconductor ETF (SMH) were $184.6 million. In the trailing 12-month (or TTM) period, net fund inflows were $87.7 million.
Investing in Nvidia? Key Points to Consider First
According to Nvidia, PC gaming represents approximately 40% of the global gaming market—more than phones, consoles, tablets, or any other single gaming segment.
Why Mobile drives Intel’s foundry operations
Huge investments are required to operate fabs. Unlike other chip makers, Intel (INTC) hasn’t outsourced its fabs. It has invested heavily in them over decades.
AT&T’s 5G Segment: Progess Continues
AT&T’s (T) progress in the 5G space continues. AT&T is enthusiastic about the future of 5G technology, which should improve data speeds.
Intel Responds to Competition from AMD
Advanced Micro Devices (AMD) is launching its complete line of Ryzen CPUs (central processing units) in 2018.
Analysts Have Mixed Views on Tesla ahead of Q4 Earnings
According to the latest data compiled by Reuters, 32% of analysts covering Tesla stock (TSLA) gave it a “buy” recommendation.
Who Is behind the Legal Attacks on Qualcomm?
Qualcomm (QCOM) and some analysts believe that Apple is behind this legal attack, as the handset maker is a key example in all three lawsuits.
Intel leads the semiconductor market – good news for investors
According to Gartner, Intel (INTC) dominates the semiconductor industry. In fiscal year 2014, Intel’s revenue was $55.9 billion—a growth of 6% on a YoY basis.
Microsoft Needs to Watch Apple in the PC Market
In 2Q15, Apple refreshed the MacBook Pro and the MacBook Air, and introduced the MacBook. MacBook Air and MacBook Pro now include Intel’s (INTC) Broadwell processor family.
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.
Inside Intel’s 1Q17 Irony
Intel (INTC) reported 1Q17 revenues of $14.8 billion, up 8% from 1Q16 and slightly below the consensus estimate.
Qualcomm’s Earnings Take a Hit from Legal Issues
As the smartphone industry faces a slowdown in growth, Qualcomm (QCOM) is in the middle of several legal and shareholder battles.
What to Expect from Intel’s 1Q16 Earnings
Intel (INTC), a leader in the semiconductor space, is due to announce its fiscal 1Q16 earnings on April 19, 2016.
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.
Micron Targets 3D NAND to Raise Its Visibility in the NAND Space
Micron (MU) in its fiscal 3Q15 presentation stated that it plans to start volume production of 3D NAND by the end of 2015.
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.
Why Have IBM’s 7-nm Chips Created Such Excitement?
With the development of 7-nm chips, IBM has surpassed Intel, which is still working on 10-nm chips.
What’s Driving Growth in Intel’s Data-Centric Business?
Intel (INTC) is reaping the benefits of its transition to a data-centric business.
NVIDIA Broadens Software Stack to Maximize Data Center Returns
NVIDIA (NVDA) has differentiated itself from other computing accelerator companies like Xilinx (XLNX) and Intel’s (INTC) Altera by transitioning to being an accelerated computing platform company.
Technology Implications of Intel’s 5G Decision
Intel (INTC) decided to quit its efforts to make 5G modems for smartphones since they’re not profitable enough.
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.
Progress Report: Intel’s Mobileye Business
Mobileye reported 37% year-over-year growth in the company’s second-quarter revenues as the adoption of its ADAS solutions increased.
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.
Trump’s Impeachment, Trade War, and Tech Stocks
In this article, we will discuss how Trump’s impeachment has already affected and will affect US tech and telecom stocks.
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.
IBM’s Hardware Segment Is Far from Reporting Revenue Growth
IBM’s Hardware segment was the worst-hit operating segment in fiscal 3Q15, registering a revenue fall of 39% on a year-over-year basis to $1.5 billion.
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.
Rumor Mills Focus on Intel’s Next CEO
Intel (INTC) is making headlines ahead of its fourth-quarter results release (set for January 24), with rumors suggesting that the company may announce its next CEO before the release.
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.
Dotcom Bubble 2.0? We Don’t Think So!
Although tech stocks have been buoyant in 2015, we don’t think that this means the advent of dotcom bubble 2.0. There are some key differences.
How DRAM and NAND Market Forces Could Play Out for Micron in 2019
In this series, we’ll look at Micron’s DRAM and NAND businesses and discuss how demand and supply forces could play out in these markets.
When Will Nvidia See Revenue from Autonomous Cars?
Nvidia is set to report big revenue growth in data center as its Tesla GPUs make their way into servers and supercomputers.
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.
Key Points of the Atmel-Dialog Merger Agreement
The UK-based chip maker Dialog has agreed to buy US-based Atmel (ATML) for approximately $4.6 billion to expand in the automotive and Internet of Things space.
These Are Texas Instruments’ Future Growth Drivers
Texas Instruments (TXN) reported strong fiscal Q2 2018 revenue, and forecast slower-than-usual revenue growth for the third quarter as it increases its exposure to the more stable industrial and automotive markets.
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.