NVIDIA Corp

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.

Among the 35 OECD countries, the US has the highest corporate tax rate of 35%. This tax rate puts US companies at a disadvantage compared to their foreign rivals.

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.

As of September 12, 2017, Nvidia (NVDA) was the fastest-growing stock, rising 185% over the past year, compared to the industry’s 32% growth.

Intel (INTC) is the world’s largest semiconductor company and also the least volatile semiconductor stock, though it has a beta of 1.23.

Micron’s EBU revenue rose 19% sequentially to $700 million in fiscal 3Q17 driven by high demand for its products across consumer, industrial, and automotive markets.

Intel controls more than 99% of the data center chip market.

In the first half of fiscal 2018 or fiscal 1H18, Nvidia distributed $166 million in dividends and repurchased shares worth $758 million.

Intel (INTC) is looking to become a complete technology solutions provider for automakers who want to enter the autonomous driving space.

Advanced Micro Devices (AMD) recently released its Ryzen 3 series for the budget PC (personal computer) segment.

NVIDIA’s gaming revenues rose 49% year-over-year to ~$1.0 billion in fiscal 1Q18, driven by strong demand for Pascal GPUs.

For fiscal 2Q18, analysts expect NVIDIA to report earnings per share of $0.78, which marks a sequential decline of 8.2%.

Intel (INTC) is acquiring Mobileye (MBLY) for $15.3 billion in order to grow in the autonomous vehicle market.

AMD’s target capital structure is to maintain a cash balance of up to $1.0 billion. Any amount above this figure would be used to repay debt, which currently stands at $1.5 billion.

Intel has long-term debt of $24 billion against cash reserves of $17 billion, resulting in net debt of $7 billion.

Advanced Micro Devices (AMD) has entered the high-performance GPU market with the launch of its Vega architecture.

In response to AMD’s Threadripper, Intel announced an 18-core, 36-thread i9 processor for the very high-end market at the Computex Taipei show in Taiwan.

NVIDIA’s GeForce business In the previous part of the series, we saw that NVIDIA (NVDA) generates sales volumes from its gaming business. The company has been in the gaming market for several years and earns more than 50% of its revenue from this market. At NVIDIA’s 2017 Investor Day, GeForce senior vice president Jeffrey Fisher […]

NVIDIA’s product strategy NVIDIA (NVDA) has officially unveiled its next-generation Volta architecture. Whenever the company develops a new architecture, it first launches it on the Tesla GPU (graphic processing unit) platform for data centers because it commands a higher price than other platforms. Then it launches the architecture on the GeForce gaming platform, as its […]

NVIDIA recently unveiled its unveiled its next-generation Volta GPU (graphics processing unit). In this series, we’ll look at the various growth opportunities NVIDIA is looking at to tap into GPU-accelerated computing.

NVIDIA’s operating cash flow fell 8.7% year-over-year to $282 million in fiscal 1Q18 as its revenues were hit by seasonal weakness. Its accounts receivables increased 87% YoY.

NVIDIA is partnering with auto suppliers like Bosch, truck companies like PACCAR, and mid-tier carmakers like Toyota (TM) to increase the adoption of AI car platforms.

NVIDIA’s operating margin of 33% surpassed Intel’s (INTC) operating margin of 26% in 1Q17.

NVIDIA’s non-GAAP operating expenses rose 17% year-over-year to $517 million in fiscal 1Q18. NVDA expects to increase its operating expenses to $530 million in fiscal 2Q18.

NVIDIA’s non-GAAP gross margin improved from 57.5% in fiscal 1Q17 to 59.6% in fiscal 1Q18.

NVIDIA (NVDA) is developing products to support AI (artificial intelligence) adoption in the data center, embedded devices, and automotive spaces.

AMD’s 1Q17 revenues rose 18% to $984 million, which was in line with the consensus estimate.

Things are heating up in the GPU space as AMD looks to enter the high-end market with its Vega GPU. Vega will be priced competitively, likely creating a price war between AMD and NVIDIA.

2017 started off slow for Intel (INTC) as it transitioned from being a PC-centric (personal computer) company to a data-centric company.

Advanced Micro Devices (AMD) is looking to improve its gross margin by entering the high-end market and ramping up Global Foundries’ (or GF) 14nm (nanometer) process node.

Advanced Micro Devices (AMD) is growing beyond the game console market toward PC (personal computers), virtual reality, and data center technology with its new Ryzen CPUs.

The emergence of the data economy is creating new growth drivers for Micron Technology (MU) in every end market.

Intel is looking to mitigate the integration risk by integrating its Automated Driving Group with Mobileye instead of integrating Mobileye into its business.

The key risk Intel faces with the Mobileye acquisition is that Mobileye could fail to create an autonomous driving solution in time.

Nvidia’s (NVDA) move from GPUs to a GPU platform-based business model contributed to its exceptional growth in fiscal 2017. Nvidia’s earnings touched new highs as its revenues rose 38% year-over-year.

ON Semiconductor (ON) expects the Fairchild Semiconductor merger to bring in annual cost synergies of $225 million by 2019 compared with just $160 million in 2017.

Nvidia (NVDA) is looking at new revenue streams within the gaming space after dominating the high-end PC gaming market.

Nvidia (NVDA) has reported strong growth in fiscal 2017, thanks to Pascal GPUs.

Advanced Micro Devices (AMD) stock fell 9.4% in the week ended January 20, 2017. Shares of the firm have fallen 14% since the start of 2017 after an incredible run last year.

Xilinx believes that FPGAs (field programmable gate arrays) can bring more power savings than GPUs while delivering same computing performance.

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.

Fiscal 3Q17 was the first full quarter that reflected Nvidia’s (NVDA) Pascal GPU sales. NVDA reported record-high revenue growth in its Gaming segment, which crossed the $1 billion mark for the first time.

Nvidia (NVDA) is rushing to launch Volta in early 2017, which is the timeframe when AMD could release its next-generation GPU Vega.

Nvidia (NVDA) is currently in a strong position with little competition to its GPU technology. However, it is at risk of entering into a price war with AMD (AMD), which might affect NVDA’s margins.

The overall DRAM market is slowing and despite this, Micron increased its exposure in this space from 54% in fiscal 2Q16 to 60% in fiscal 3Q16.

Europe accounted for only 10% of global semiconductor sales in April 2016, according to World Semiconductor Trade Statistics.

Texas Instruments (TXN) has increased its exposure in the automotive, industrial, and communications segments, which accounted for 64% of the company’s revenue in fiscal 1Q16.

NVIDIA (NVDA) reported a 7% year-over-year revenue growth in 2015, a time when the semiconductor industry revenues fell by 2.3% YoY. At its 2016 Investor Conference, NVIDIA’s executives highlighted the company’s growth opportunities in terms of geography and new technology.