Intel Corp

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  • Intel presentation about chips in cars
    Technology & Communications

    Intel's New Ohio Facility Could Be the World's Biggest Chip Factory

    Intel has chosen New Albany, Ohio, as the location for its new multi-billion dollar chip manufacturing plant. Here are all of the details about the new plant.
    By Ade Hennis
  • Intel CEO Pat Gelsinger net worth
    Net Worth

    Pat Gelsinger Signed a Massive Deal When He Became Intel's CEO

    The new Ohio facilities planned are quite an accomplishment for Intel CEO Pat Gelsinger, who took the helm in February 2021. What's Gelsinger’s net worth?
    By Danielle Letenyei
  • Overview: Micron Technology business segments
    Technology & Communications

    Overview: Micron Technology business segments

    According to information technology research company Gartner, Micron held tenth position in the worldwide semiconductor market in 2012.

    By Anne Shields
  • Why Micron’s NAND is an important business segment
    Technology & Communications

    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.

    By Anne Shields
  • IBM Led Peers in Patents in 2017
    Company & Industry Overviews

    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.

    By Anne Shields
  • Why Intel’s tablet segment could get a boost from its Core M
    Technology & Communications

    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.

    By Anne Shields
  • AMD’s semi-custom is a high growth market
    Technology & Communications

    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.

    By Anne Shields
  • Semiconductor chip
    Real Insights

    What Factors Are Playing Into the Global Chip Shortage?

    Semiconductors are in short supply, but the demand isn't waning. What's causing the global chip shortage? What factors are contributing to the shortage?
    By Rachel Curry
  • Technology & Communications

    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.

    By Samantha Nielson
  • uploads///Series  A
    Earnings Report

    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.

    By Puja Tayal
  • uploads///A_Semiconductors_NVDA_performance and functionality of accelerators
    Company & Industry Overviews

    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).

    By Puja Tayal
  • uploads///Series  A
    Earnings Report

    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.

    By Puja Tayal
  • uploads///dECLINES
    Company & Industry Overviews

    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.

    By Val Kensington
  • uploads///Graphics
    Earnings Report

    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.

    By Puja Tayal
  • uploads///
    Consumer

    NVIDIA Stock Continues to Rise in 2018

    Shares of semiconductor (SMH) firm NVIDIA (NVDA) rose 27% in January 2018 to close at $245.8.

    By Adam Rogers
  • Technology & Communications

    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.”

    By Puneet Sikka
  • uploads///A_Semiconductors_AMD_revenue and stock price growth
    Earnings Report

    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.

    By Puja Tayal
  • uploads///margins
    Earnings Report

    What margins, financials say about Nvidia’s growth prospects

    PC gaming and accelerated computing played strong roles in the expansion of margins for Nvidia.

    By Anne Shields
  • uploads///Series  A
    Company & Industry Overviews

    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.

    By Puja Tayal
  • uploads///A_Semiconductors_AVGO_Q profit estimates
    Earnings Report

    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 […]

    By Puja Tayal
  • uploads///A_Semiconductors_INTC cash and debt
    Company & Industry Overviews

    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.

    By Puja Tayal
  • uploads///Series  A
    Company & Industry Overviews

    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.

    By Puja Tayal
  • uploads///Series  A
    Company & Industry Overviews

    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.

    By Puja Tayal
  • uploads///Series  A
    Earnings Report

    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.

    By Puja Tayal
  • uploads///A_Semionductors_INTC_and peers revenue growth rate q
    Company & Industry Overviews

    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.

    By Puja Tayal
  • uploads///Series  Aa
    Earnings Report

    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.

    By Puja Tayal
  • uploads///margin
    Earnings Report

    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.

    By Anne Shields
  • uploads///A_Semiconductors_NVDA_Tegra revnue
    Company & Industry Overviews

    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.

    By Puja Tayal
  • uploads///Series  A
    Earnings Report

    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.

    By Puja Tayal
  • uploads///wearables
    Technology & Communications

    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.

    By Anne Shields
  • uploads///A_Semiconductors_AAPL G modem supplier options
    Company & Industry Overviews

    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.

    By Puja Tayal
  • uploads///Series  A
    Company & Industry Overviews

    Slowing PC Shipments Hit Intel’s Earnings

    As the PC demand slowed, Intel started reducing its exposure in the CCG segment.

    By Puja Tayal
  • uploads///Series  A
    Company & Industry Overviews

    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.

    By Puja Tayal
  • uploads///Series  A
    Company & Industry Overviews

    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.

    By Puja Tayal
  • uploads///Screenshot
    Company & Industry Overviews

    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.

    By Puja Tayal
  • uploads///Public cloud
    Company & Industry Overviews

    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.

    By Anne Shields
  • uploads///A_Semiconductors_INTC annual rev buss seg
    Earnings Report

    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.

    By Puja Tayal
  • uploads///dcaccdfdfda
    Miscellaneous

    How GPU Stocks Have Outperformed Semiconductor Stocks

    GPU (graphic processing unit) providers NVIDIA and Advanced Micro Devices (AMD) have outperformed other semiconductor stocks.

    By Puja Tayal
  • uploads///Series  A
    Company & Industry Overviews

    Micron Works to Improve Its Compute and Networking Revenue

    Micron Technology (MU) serves four major market segments: Compute and Networking, Mobile, Storage, and Embedded.

    By Puja Tayal
  • uploads///A_Semiconductors_MU and peers_stock price gain June
    Miscellaneous

    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.

    By Puja Tayal
  • uploads///A_Semiconductors_NVDA AMD INTC profits margin Q
    Company & Industry Overviews

    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 […]

    By Puja Tayal
  • uploads///A_Sermiconductors_INTC_ Profit margins
    Company & Industry Overviews

    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.

    By Puja Tayal
  • uploads///A_Semiconductors_INTC_Memory earnings Q
    Company & Industry Overviews

    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.

    By Puja Tayal
  • uploads///Series  A
    Earnings Report

    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.

    By Puja Tayal
  • uploads///Series  A
    Company & Industry Overviews

    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.

    By Puja Tayal
  • uploads///A_Semiconductors_AMD_Q operating expense
    Company & Industry Overviews

    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, […]

    By Puja Tayal
  • uploads///A_Semiconductors_MU and peers_price ratios June
    Company & Industry Overviews

    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.

    By Puja Tayal
  • uploads///A_Semiconductors_NVDA Price ratios Nov
    Company & Industry Overviews

    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.

    By Puja Tayal
  • uploads///A_Semiconductors_Intel AI efforts
    Company & Industry Overviews

    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 […]

    By Puja Tayal
  • uploads///A_Semiconductors_NVIDIA_Analyst Rating
    Miscellaneous

    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.

    By Puja Tayal
  • uploads///A_Semiconductors_NVDA fundamentals YoY growth Q
    Technology & Communications

    Nvidia’s Growth Catalysts: Stronger Than Stock Market Volatility?

    Nvidia (NVDA) was the second-fastest-growing semiconductor stock in 2017, returning more than 80%.

    By Puja Tayal
  • uploads///A_Semiconductor_AMD_Ryzen rollout
    Company & Industry Overviews

    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.

    By Puja Tayal
  • uploads///A_Semiconductors_MU NAND earnings Q
    Company & Industry Overviews

    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.

    By Puja Tayal
  • uploads///revenues
    Earnings Report

    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.

    By Anne Shields
  • uploads///Series  A
    Earnings Report

    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 […]

    By Puja Tayal
  • uploads///INTC
    Fund Managers

    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.

    By Diana Key
  • uploads///SMH
    Macroeconomic Analysis

    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.

    By Adam Rogers
  • uploads///Semiconductor
    Earnings Report

    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.

    By Anne Shields
  • uploads///IDM
    Technology & Communications

    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.

    By Anne Shields
  • uploads///T AWS Auction
    Company & Industry Overviews

    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.

    By Ambrish Shah
  • uploads///A_Semiconductors_AMD_Ryzen vs INTC Coffee lake
    Company & Industry Overviews

    Intel Responds to Competition from AMD

    Advanced Micro Devices (AMD) is launching its complete line of Ryzen CPUs (central processing units) in 2018.

    By Puja Tayal
  • uploads///
    Consumer

    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.

    By Jitendra Parashar
  • uploads///Series  A
    Miscellaneous

    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.

    By Puja Tayal
  • uploads///semiconductor
    Earnings Report

    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.

    By Anne Shields
  • uploads///PC Shipments
    Earnings Report

    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.

    By Anne Shields
  • uploads///A_Semiconductors_Top  highly traded stocks
    Technology & Communications

    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.

    By Puja Tayal
  • uploads///
    Earnings Report

    Inside Intel’s 1Q17 Irony

    Intel (INTC) reported 1Q17 revenues of $14.8 billion, up 8% from 1Q16 and slightly below the consensus estimate.

    By Ruchi Gupta
  • uploads///A_Semiconductors_QCOM_Revenue  to
    Company & Industry Overviews

    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.

    By Puja Tayal
  • uploads///Series  A
    Earnings Report

    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.

    By Puja Tayal
  • Why AMD’s restructuring strategy will revive its operations
    Technology & Communications

    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.

    By Anne Shields
  • uploads///Cell design
    Earnings Report

    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.

    By Anne Shields
  • uploads///Series  A
    Company & Industry Overviews

    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.

    By Puja Tayal
  • uploads///nm
    Company & Industry Overviews

    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.

    By Anne Shields
  • uploads///A_Semiconductors_INTC_ data centric YoY rev growth rate
    Earnings Report

    What’s Driving Growth in Intel’s Data-Centric Business?

    Intel (INTC) is reaping the benefits of its transition to a data-centric business.

    By Puja Tayal
  • uploads///A_Semiconductors_NVDA HP server market
    Company & Industry Overviews

    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.

    By Puja Tayal
  • uploads///A_Semiconductors_INTC G end to end solution
    Company & Industry Overviews

    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.

    By Puja Tayal
  • uploads///A_Semiconductors_INTC rev by buss Q
    Company & Industry Overviews

    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.

    By Puja Tayal
  • uploads///Qualcomm stock
    Technology & Communications

    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.

    By Sophia Nicholson
  • uploads///A_Semiconductors_INTC Mobileye EyeQ chips
    Earnings Report

    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.

    By Puja Tayal
  • uploads///A_Semiconductors_INTC_CPU roadmap
    Company & Industry Overviews

    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.

    By Puja Tayal
  • uploads///trump impeachment
    Macroeconomic Analysis

    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.

    By Anjana Viswanathan
  • uploads///jobs
    Consumer

    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.

    By Sushree Mohanty
  • uploads///Series  A
    Company & Industry Overviews

    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.

    By Puja Tayal
  • uploads///NM
    Technology & Communications

    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.

    By Anne Shields
  • uploads///Hardware
    Earnings Report

    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.

    By Anne Shields
  • uploads///A
    Company & Industry Overviews

    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.

    By Puja Tayal
  • uploads///Graphics
    Company & Industry Overviews

    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.

    By Puja Tayal
  • uploads///Graphics
    Company & Industry Overviews

    Intel Stock Falls ~3% after New CEO Announcement

    Intel (INTC) stock fell 3% following the company’s announcement of its next CEO, Bob Swan.

    By Puja Tayal
  • uploads///A_Semiconductors_NVDA_non GAAP operating leverage Q
    Company & Industry Overviews

    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.

    By Puja Tayal
  • uploads///A_Semiconductors_AMDIntel mobile gaming APU
    Company & Industry Overviews

    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.

    By Puja Tayal
  • uploads///Graphics
    Company & Industry Overviews

    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.

    By Puja Tayal
  • uploads///A_AMD_Semiconductors_Moores law plus
    Company & Industry Overviews

    Chart in Focus: AMD’s Moore’s Law Plus Concept

    AMD developed the concept of Moore’s Law Plus to drive future innovation.

    By Puja Tayal
  • uploads///Graphics
    Technology & Communications

    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.

    By Puja Tayal
  • uploads///The Top NASDAQ Stocks in  Were Richly Valued
    Macroeconomic Analysis

    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.

    By Russ Koesterich, CFA
  • uploads///Graphics
    Company & Industry Overviews

    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.

    By Puja Tayal
  • uploads///A_Semiconductors_NVIDIA_Q Automotive Revenue
    Company & Industry Overviews

    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.

    By Puja Tayal
  • uploads///A_Semiconductors_INTC_CPU roadmap
    Company & Industry Overviews

    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.

    By Puja Tayal
  • uploads///dfedccceeceddaff
    Miscellaneous

    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.

    By Puja Tayal
  • uploads///Screen Shot    at
    Earnings Report

    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.

    By Puja Tayal
  • uploads///B_Semiconductors_AMD_efficiency ratios
    Company & Industry Overviews

    What Efficiency Ratios Say about AMD’s Management

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