Intel Corp

Apple is considering pricing the iPhone in local currency outside the United States.

The best way to gauge a company’s management’s performance is through efficiency ratios.

Early this morning, before the market opened, Musk revealed that TSLA is reducing its full-time workforce by 7%.

At 6:46 AM EST on January 18, Tesla (TSLA) shares fell 8.4% in the pre-market session from the previous day’s closing.

Jeff Bezos invested about $15 million in Twitter (TWTR) just over a decade ago.

Amazon (AMZN) became the world’s most valuable public company on January 7.

Intel (INTC) is spending big on stock buybacks in 2018 driven by large cash flows coming from high PC and data center revenue.

As Qualcomm’s investment in the NXP acquisition failed to materialize, its ROI (return on investment) took a big hit.

In the fourth quarter of fiscal 2018, Qualcomm’s revenue fell 3.3% YoY (year-over-year) but rose 3.6% sequentially to $5.8 billion.

Qualcomm has long been working on the 5G technology that’s seen it partner with 19 OEMs (original equipment manufacturer) globally.

Visa’s (V) fourth-quarter results benefited from the growing global trend of cashless transactions.

Micron Technology (MU) has braced itself to withstand the challenge of falling memory prices by improving its cost competitiveness.

Statista projects that the total value of global digital payment transactions could increase to ~$5.41 trillion in 2022 from ~$2.75 trillion in 2017.

AMD and China’s leading retailer, JD.com (JD), partnered in January to expand the availability of AMD Ryzen processors and desktops in China.

Intel announced $72.0 million in investments in 12 tech startups to drive its AI, cloud, IoT, and silicon technologies.

Taiwan Semiconductor Manufacturing Company (TSM) is ramping up the production of its 7 nm node ahead of Samsung (SSNLF).

There has been an industry-wide transition in the storage space over the last few years.

Micron expects NAND industry supply to grow at an average annual rate of 40% beyond 2018.

Micron Technology (MU) is using vertical integration to achieve cost competitiveness in both the DRAM and NAND spaces.

Micron Technology (MU) has been executing well on its technology road map.

Memory demand is becoming more secular, growing beyond PCs and into the data center, autonomous cars, IoT, and AI spaces.

Intel’s (INTC) move toward becoming a data-centric company focuses on network connectivity, deep learning and AI (artificial intelligence) solutions.

Intel (INTC) is currently working on fixing the security flaws found in its chip designs. However, the nature of these threats is dynamic and evolving.

In fiscal 2017, Intel’s revenue rose 9% YoY (year-over-year) to $62.8 billion, driven by 16% YoY growth in its data-centric business.

AMD’s Computing and Graphics revenue has risen in the double digits on a YoY (year-over-year) basis from fiscal 2Q16 when AMD launched its first Polaris GPU.

On the DRAM front, Sanjay Mehrotra stated that average capacity per server increased to ~145 GB in 2017, and it is expected to increase to ~350 GB by 2021.

Micron Technology’s (MU) fiscal 1Q18 revenues were driven by strong demand for server, mobile, and SSD (solid-state drive) memory solutions.

To become cost-competitive, Micron is increasing its capex from $5.0 billion in fiscal 2017 to $7.5 billion in fiscal 2018.

In the DRAM market, Micron expects to achieve bit crossover on 1X DRAM by the end of 2018.

In fiscal 1Q18, Micron introduced its 32 GB NVDIMMN (nonvolatile dual in-line memory module), which is a combination of its DRAM and NAND products.

2017 has been good for the PC market, as its shipment decline slowed. Although the traditional desktop market continued to fall, growth was high for laptops, notebooks, and gaming PCs.

Nvidia’s GPUs are preferred by many data center and cloud companies for their AI tasks. That saw its data revenue grow in the triple digits in 2017.

There could be a favorable business environment for the US semiconductor industry in 2018 in the wake of tax reform at the end of 2017.

In calendar 3Q17, Intel (INTC) was the most profitable semiconductor company, with a last-12-month EBITDA of $25.3 billion.

Short-term investors and traders are interested in highly volatile stocks as they look to profit from strong price movements through options trading.

Between 2012 and 2016, AMD’s revenues fell more than 20% as it lost significant market share in the PC space.

Intel (INTC) is increasing its earnings through spending discipline and by focusing its expenses on projects with high ROI (return on investment).

AMD reported better-than-expected fiscal 3Q17 earnings. Despite this, its stock fell 13.5% in just one day after its earnings were released.

Intel (INTC) is developing an MCM (multi-chip module) by integrating AMD’s semi-custom discrete GPUs (graphics processing units) inside its processors.

This would be the first time since 1980 that AMD and Intel have entered into a strategic business collaboration to develop products.

Qualcomm is a step ahead of Intel because it recently unveiled its X50 5G modem in a smartphone device at the Hong Kong 5G summit in October 2017.

Intel taps neuromorphic processors Intel (INTC), a leader in the data processor market, is set to secure its position in the cloud computing space with its new Nervana NNP (Neural Network Processor), which it developed in conjunction with Facebook (FB). Now, it is tapping offline, on-device computing to compete with more energy-efficient ARM processors in […]

Intel (INTC) has been a dominant name in the technology industry for a long time, holding a strong position in the PC (personal computer) and data center processor markets.

In August 2017, Intel completed the acquisition of Mobileye for a very high premium, and it’s wasting no time to put Mobileye’s technology to work.

With the PC (personal computer) market slowing, Intel (INTC) has been banking on its DCG (Data Center Group) to boost overall earnings.

China manufactures only 13% of the world’s ICs. The nation imports more than $200 billion in chips annually, which created an estimated annual trade deficit of $150 billion in 2014.

Micron (MU) has expanded its manufacturing capabilities by acquiring small companies like Inotera Memories and Tidal Systems.

AI city NVIDIA (NVDA) is looking to expand the application of AI (artificial intelligence) and put it at the core of the future data-centric economy. The company is thus exploring the possibility of using AI in city management. In May 2017, it announced its Metropolis Edge-to-Cloud platform, which is a compilation of several hardware products—like Jetson, […]

In the previous part of the series, we saw that analysts revised their fiscal 2017 revenue growth estimates for Advanced Micro Devices (AMD), NVIDIA (NVDA), and Intel (INTC) in the past few months.

AMD is barely breaking even because of its high operating expenses and high leverage. However, the company is currently in the midst of multiple product launches in various markets.