Intel Corp

The GPU market is dominated by Intel, Nvidia, and Advanced Micro Devices, with 66.6%, 18.4%, and 14.9%, respectively, of the market share.

October started with a sharp drop in the stock markets as the Federal Reserve increased interest rates by 25 basis points to 2.25%.

According to a Wall Street Journal report, China’s cloud computing player 21Vianet Group, a Microsoft partner, will set up a joint venture with Tsinghua Unigroup.

The year 2017 was an important one for Advanced Micro Devices (AMD). Let’s take a look at why—and how far the company has come since then.

AQR Capital initiated a position in Bally Technologies during the third quarter of 2014 that accounts for 0.22% of the fund’s 3Q14 portfolio.

If Qualcomm (QCOM) loses its chance to acquire NXP Semiconductors, its strategy to grow beyond smartphones into embedded and automotive could take the back seat, and it may be pressured to settle its licensing disputes with Apple.

In 2018, AMD decided to divide the production of its 7nm products between TSMC and GlobalFoundries.

In the manufacturing sector, gross margin is an important fundamental, as it significantly impacts a company’s earnings per share.

Among semiconductor stocks, Qualcomm (QCOM) may have been hit the hardest by US-China trade tension.

NVIDIA’s (NVDA) Data Center segment reported its first sequential revenue decline in more than three years in the fourth quarter of fiscal 2019.

A smaller node improves transistor density, thereby improving performance and power efficiency.

In the first quarter, Intel had an ROE of 16.19%, which was lower than AMD’s 27.94% and NVIDIA’s 54.65%.

Intel’s (INTC) profit margins started to fall in the fourth quarter of 2018 after reaching a peak in the third quarter of 2018.

The trade war between the United States and China revolves around the supremacy of 5G technology, which is expected to form the basis for the data economy.

AMAT earns approximately 30% of its revenue from Taiwan, a share that has consistently risen in recent years.

Despite exceeding analysts’ estimates, IBM stock fell after the earnings announcement on April 18, 2016. It was IBM’s 16th consecutive quarter of revenue decline.

The semiconductor sector is set to report its weakest earnings in more than two years.

Applied Materials’ (AMAT) performance is an indicator of the overall semiconductor industry’s outlook.

Advanced Micro Devices’ (AMD) 2018 earnings are largely being driven by its CG (Computing and Graphics) segment due to the growing adoption of Radeon and Ryzen.

Nokia (NOK) intends to repurchase up to 500 million shares of its own stock in the coming months.

NVIDIA has a three-stage strategy to deliver its end-to-end self-driving system.

Advanced Micro Devices (AMD) and Intel (INTC) operate in an oligopoly server CPU (central processing unit) market where one’s gain is the other’s loss.

Bezos invested about $37 million in the American ride-hailing service provider Uber in 2011.

When Krzanich took over as Intel’s CEO, it was already a leader in the microprocessor technology and had strong profits and cash flows.

At the end of fiscal 2018, Broadcom’s cash reserves stood at $4.3 billion, and long-term debt stood at $17.5 billion.

In 1986, Intel (INTC) adopted an integration model in which it invested in x86 chip designs and manufacturing nodes to attain technology leadership in the microprocessor market.

According to a PCGamer article, NVIDIA might disable Tensor Cores but retain RT cores in its GeForce variant of Turing.

Intel (INTC) is expanding its PC TAM (total addressable market) and segmenting its offerings in the high-end market to continue making a profit in the declining PC market.

Intel’s CCG revenue rose 2.8% YoY (year-over-year) to $8.2 billion in fiscal 1Q18 driven by strong demand from high-margin commercial and gaming enthusiast segments.

Another factor pulling down TSMC’s gross margin is the lower utilization rate of the 28-nm node due to faster-than-expected migration to the 7-nm node.

Three years back, Advanced Micro Devices (AMD) was grappling with multiple years of losses, which led to negative cash flow.

In full-year 2018, AMD earned operating cash of $34 million, but it was not sufficient to meet its capital requirements.

NVIDIA is increasingly investing in large market opportunities such as gaming, AV (autonomous driving), and data centers.

Exports from Malaysia in June 2017 stood at 73.1 billion Malaysian ringgit (MYR) (about $17 billion as of August 11, 2017), or 10% higher YoY.

In August 2014, Intel (INTC) shared details about its development with 14nm technology. 14nm succeeds Intel’s 22nm technology.

The second and third quarters are seasonally strong for AMD’s EESC segment, as they are when it reports a major portion of its semi-custom revenue from game consoles.

Most semiconductors stocks had risen more than 2% as of midday today, with several factors having raised investors’ optimism about the sector’s growth.

AMD’s chief technology officer recently discussed the company’s technology strategy to enter the high-performance computing market.

Texas Instruments (TXN) manufactures analog chips that are built on old technology nodes that have already been paid off.

AMD’s announcement comes after Intel unveiled its Special Edition Core i9 9900KS.

Moore’s Law holds an important place in the semiconductor space. It’s a law that was based on an observation by Gordon Moore. Moore co-founded Intel in 1968.

Intel (INTC) is attempting to tackle the growing competition in the PC market from Advanced Micro Devices (AMD) and Qualcomm by targeting segments where high-performance matters.

AMD launched two of its very high-end second-generation Ryzen Threadripper CPUs in August 2018.

SIA and SEMI supported the administration’s objective but stated that tariffs would not end China’s unfair trade practices.

TSMC started volume production on its new 7-nm (nanometer) node in H2 2018 but it suffered from a computer virus outbreak at the start of August 2018.

Advanced Micro Devices (AMD) is the only company that offers both CPUs (central processing units) and GPUs (graphics processing units) for PCs and servers.

Micron Technology (MU) has been hit by the memory industry downturn, as memory supply has risen.

South Korea's SK Hynix company is buying Intel's NAND memory chip business for $9 billion. How will the deal benefit both companies?

Amazon (AMZN) once again topped the list of US companies’ spending on research and development last year.

Despite a weak third quarter, 12 of the 31 analysts covering Advanced Micro Devices (AMD) rated the stock as a “buy.”