Xilinx Inc
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Tech & Comm ServicesCan the Nvidia-Mellanox Acquisition Deal Happen Soon?
Chipmaker Nvidia (NVDA) is facing uncertainty around its pending acquisition of Mellanox Technologies (MLNX) amid the US-China trade war concerns.
Company & Industry OverviewsTrump Extends Huawei Reprieve: Impact on Stocks
The Trump administration has reportedly agreed to extend Huawei’s license, enabling it to continue its business with US companies for another 90 days.
Company & Industry OverviewsWas Jim Cramer Right to Back Nvidia over Microchip?
Cramer seems to be very bullish on Nvidia stock. Notably, the stock looks solid. The company is set to report its third-quarter earnings on November 14.
Earnings ReportEarnings: Why Did TXN and XLNX Underperform?
Semiconductor stocks were whipsawed last week with mixed Q3 earnings. Semi stocks were affected by the trade war and tepid smartphone demand.
Company & Industry OverviewsEarnings: XLNX and TXN Stocks in Focus This Week
Major chip companies Texas Instruments (TXN) and Xilinx (XLNX) released their earnings last week and saw their stocks fall.
Tech & Comm ServicesNVIDIA-Mellanox Deal at Risk amid Trade War Fears
Chipmaker NVIDIA (NVDA) agreed to acquire data connectivity company Mellanox Technologies (MLNX) for around $7 billion in March.
Macroeconomic AnalysisSemiconductor Stocks Sensitive to China’s Retaliation
The market fell on August 14 when China threatened to retaliate against US tariffs. This news hit semiconductor stocks, which depend on China for revenue.
Macroeconomic AnalysisUS Semiconductor Firms, Huawei, and Trade War Politics
As US semiconductor companies firms adjust their supply chains to avoid tariffs, they are coming to terms with the trade restrictions on Huawei.
Macroeconomic AnalysisChina’s Huawei and the US: To Trade or Not to Trade
Chinese telecom equipment giant Huawei is at the epicenter of a new wrinkle in the trade war. Let’s look at last week’s developments related to Huawei.
Tech & Comm ServicesSemiconductor Stocks Hit by China Trade War Escalation
This earnings season, semiconductor companies mitigated the Huawei ban by identifying components that didn’t risk national security.
Earnings ReportSemiconductor Stocks Rally on Earnings Surprise
Last week brought positive momentum to semiconductor stocks as most chip companies reported better-than-expected earnings.
Earnings ReportUS Trade Ban Hurts Intel’s Data Center Business
Whereas its second-quarter earnings beat analysts’ estimates thanks to strong PC sales, Intel’s (INTC) data center revenue fell 10% year-over-year.
Earnings ReportCould Huawei’s 5G Self-Reliance Hurt Xilinx?
Huawei’s efforts to become self-reliant in 5G could hurt Xilinx, which supplies programmable chips to Huawei for 5G basebands and processors.
Earnings ReportXilinx Earnings Guidance Reflects Impact of Huawei Ban
Yesterday’s Xilinx earnings (XLNX) for Q1 of fiscal 2020 highlighted the negative impact of the Huawei ban on US chip companies.
Earnings ReportThis Week in Semiconductor Earnings: TXN, INTC, and XLNX
This week will see some major semiconductor earnings announcements. Semiconductor stocks are rallying ahead of their earnings releases.
Company & Industry OverviewsTrump’s Huawei Ban Pulls Down US Chip Stocks
Last week, Donald Trump blacklisted Chinese telecom giant Huawei Technologies amid rising US-China trade tensions.
Tech & Comm ServicesWhat Chip Ban Means to Huawei and US Chip Suppliers
The United States is the biggest supplier and China is the biggest consumer of semiconductors in the world.
Tech & Comm ServicesSemiconductor Stocks Fall as Trump Imposes Ban on Huawei
Semiconductor stocks fell once again as President Trump played another card in the United States’ trade war with China.
Earnings ReportNXP Stock Jumps More than 6% on Strong Q2 Guidance
The April 30 trading session started with NXP Semiconductors’ (NXPI) stock rising 6.25% in the first half, making it the top gainer on the NASDAQ.
Earnings ReportWhat TXN’s Q1 Revenue Says about the Semiconductor Industry
Texas Instruments’ (TXN) revenue had been falling on a YoY (year-over-year) basis after ten quarters of growth, and the rate of decline is increasing with every quarter.
Earnings ReportXilinx and Lam Research: First-Quarter Earnings Highlights
On April 24, Xilinx (XLNX) and Lam Research (LRCX) announced their fiscal earnings for the quarter.
Earnings ReportXLNX and LRCX Move in Opposite Directions after Earnings
On April 24, several semiconductor stocks made new 52-week highs.
Tech & Comm ServicesSemiconductor Stocks Hit New 52-Week Highs ahead of Earnings
The first-quarter semiconductor earnings season has begun, and the stock market is showing bullish sentiment as investors buy ahead of earnings releases.
Company & Industry OverviewsTSMC’s 2019 Guidance: Semiconductor Demand Should Recover
TSMC’s (TSM) revenue hit the bottom in the first quarter of 2019 due to weak economic demand, smartphone seasonality, and high inventory levels in the semiconductor industry.
Company & Industry OverviewsNVIDIA 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.
Tech & Comm ServicesWhat Pushed SOXX and SMH to New Highs?
The semiconductor sector is set to report its weakest earnings in more than two years.
Earnings ReportInvestors Are Prepared for Weak Q1 Semiconductor Earnings
We’re heading into the first-quarter earnings season, and things look bleak for the entire market.
Tech & Comm ServicesNomura Initiates Coverage on AMD Stock with a ‘Buy’ Rating
Nomura Instinet initiated coverage on Advanced Micro Devices (AMD) on April 3 with a “buy” rating and a target price of $33.
Company & Industry OverviewsNomura Initiated Coverage on Intel, AMD, NVIDIA, and Xilinx
On Wednesday, Nomura Instinet initiated coverage on semiconductor giants including Advanced Micro Devices (AMD), Intel (INTC), NVIDIA (NVDA), and Xilinx (XLNX).
Tech & Comm ServicesHow Tech Stocks Performed in the First Quarter
FAANG stocks performed pretty well in the first quarter of 2019 and outperformed the S&P 500 Index.
Company & Industry OverviewsWhat Technical and Fundamental Analysis Says about Xilinx
Xilinx (XLNX) stock has technical strength and it has already priced in future earnings growth, which makes it expensive in terms of fundamental valuation.
Company & Industry OverviewsXilinx’s Stock Rally Makes It Fundamentally Expensive
Xilinx’s (XLNX) stock is currently trading near its all-time high, and technical indicators and the stock’s fundamentals show no signs of a slowdown.
Tech & Comm ServicesTechnical Analysis: Xilinx’s Stock in a Strong Uptrend
XLNX (XLNX) is one of the fastest-growing semiconductor stocks of 2019 and is beating Advanced Micro Devices (AMD) in capital gains.
Company & Industry OverviewsData Center Market to Drive Xilinx’s Future Growth
Xilinx (XLNX) has started realizing the benefits of 5G (fifth generation) and AI (artificial intelligence) opportunities.
Company & Industry OverviewsXilinx’s High Margins Make It Outlier in Semiconductor Downturn
Xilinx (XLNX) is witnessing strong revenue growth with the growing adoption of FPGAs (field programmable gate arrays) in the data center and communications markets.
Company & Industry OverviewsIs Xilinx the NVIDIA of 2019?
Xilinx’s (XLNX) stock is the best-performing semiconductor stock of 2019 with a 46% YTD gain.
Tech & Comm ServicesXilinx Outperforms AMD in Capital Gains
Xilinx is a leader in the FPGA (field programmable gate array) market.
Company & Industry OverviewsWhat Drove US and South Korean Semiconductor Stocks on March 21?
On March 21, US and South Korean semiconductor stocks surged after Micron Technology reported upbeat fiscal 2019 second-quarter results.
Company & Industry OverviewsNVIDIA Climbs 6.97% Yesterday on Mellanox Deal
NVIDIA rose 6.97% to $161.14 after the company announced its biggest-ever acquisition deal to buy data connectivity company Mellanox for ~$7 billion.
Tech & Comm ServicesNVIDIA Announces Acquisition of Mellanox for $6.8 Billion
Things are heating up in the semiconductor M&A space, and this time, Israel-based big data connectivity company Mellanox is the target.
Company & Industry OverviewsCan Recently Downgraded Lam Research Afford a Dividend Payout?
Lam Research (LRCX) was recently downgraded to “equal-weight” from “overweight” by Morgan Stanley, according to a note to clients cited by Bloomberg.
Company & Industry OverviewsWhy Intel Might Want to Own Mellanox
Intel (INTC) quietly placed a bid of up to $6.0 billion to buy Mellanox Technologies (MLNX), according to a Calcalist report cited by Reuters.
Company & Industry OverviewsIntel’s IoT and Programmable Solutions Businesses at a Glance
Intel (INTC) has been leveraging its six core technologies to expand in the IoT (Internet of Things) and automotive spaces.
Company & Industry OverviewsReduced Cloud Spending Slows Intel’s Data Center Revenue Growth
PC continues to be Intel’s biggest business, but its most important business is its DCG (Data Center Group), which has been driving its revenue growth.
Earnings ReportCypress’s 2018 Revenue Reflects Benefit of Business Transition
In January, several semiconductor companies reported YoY revenue declines for the December 2018 quarter.
Earnings ReportNVIDIA’s Data Center Business Caught in Weak Demand Cycle
At a time when the entire data center market is slowing, smaller players like Advanced Micro Devices (AMD) and Xilinx (XLNX) reported strong growth in data center revenue.
Tech & Comm ServicesWhy Is Intel Focusing Its Investments in Israel?
Globes stated that Intel has made a cash-stock bid of $5.5 billion–$5.6 billion for Mellanox Technologies.
Earnings ReportIntel and Western Digital Stocks Move in Opposite Directions
Semiconductor stocks’ reaction to earnings After bottoming out in December, the stock market has been showing signs of recovery. Semiconductor stocks have been recovering this month due to anticipation that the second half of 2019 will bring growth. However, this week has been very volatile for semiconductor stocks—most companies reported weak earnings and guidance, with just a […]
Earnings ReportXilinx’s Stock Jumps 18% as 5G Drives Earnings in Q3
Today, Xilinx (XLNX) stock is beating the charts with an increase of over 18%, and it’s still growing as its third quarter of fiscal 2019 earnings and guidance beat analysts estimate by a huge margin.
Earnings ReportTXN, LRCX, XLNX: Earnings Boost Confidence in Chip Industry
The fourth-quarter semiconductor earnings season began with warnings of a demand slowdown.
Tech & Comm ServicesSemiconductor Stocks: Wrapping Up Their Performance This Year
In this series, we’ll look at what 2019 could bring for semiconductor stocks.
Tech & Comm Services5G to Change the Technology Landscape in 2019 and Beyond
The biggest trend of 2019 will likely be the advent of 5G (fifth generation) technology, which Qualcomm (QCOM) and Intel (INTC) have been working on for a long time.
Company & Industry OverviewsHow Broadcom’s Fiscal 2019 Earnings Could Look
Broadcom’s (AVGO) latest acquisition, CA Technologies, could change the way it reports earnings.
Company & Industry OverviewsChina’s Positive Comments on the Qualcomm-NXP Merger
Potential acquirers in the broader chip industry are hopeful about moving ahead with pending agreements.
Company & Industry OverviewsXilinx Rises after Months of Tepid Growth
Xilinx (XLNX) reported tepid growth throughout the year but spiked 15% on October 25 after its fiscal second-quarter earnings, when it reported strong double-digit year-over-year revenue growth
Company & Industry OverviewsMicrosoft Diversifies Cloud Chip Supplier Base
Microsoft (MSFT) is looking beyond Intel (INTC) for the crucial chips that power its cloud computing services.
Tech & Comm ServicesSemiconductor Earnings and Guidance Didn’t Impress Investors
Many semiconductor stocks fell more than 5% in the fourth week of October. Advanced Micro Devices (AMD) took the biggest fall of 28.2%.
Earnings ReportIntel’s Programmable Solutions Group Could Grow on FPGA Adoption
While Intel is trying to bring its 10nm (nanometer) technology in production, it’s also increasing its FPGA exposure to the fast-growing markets of 5G, cloud computing, and autonomous driving.
Tech & Comm ServicesHow the ZTE Ban Has Affected US Stocks
Chinese antitrust regulators recently blocked Qualcomm’s (QCOM) proposed takeover of Dutch company NXP Semiconductors.
Tech & Comm ServicesXilinx Stock Fell on Analyst Downgrade
Xilinx (XLNX) stock fell 8.2% last week to close at $66.30. It has fallen 10.4% in the last month after rising 14% in 2017.
Tech & Comm ServicesWhat’s Next for Broadcom after Its Failed Qualcomm Acquisition?
Analysts listed several potential acquisition targets for Broadcom, but Micron (MU) and Xilinx (XLNX) were the common companies in most of these lists.
Company & Industry OverviewsCould Micron Acquire or Be Acquired in 2018?
As Micron Technology (MU) is in the midst of strong growth, many analysts are curious if the company’s new management has included M&A (mergers and acquisitions) in its growth strategy.
Company & Industry OverviewsIntel Targets Artificial Intelligence and 5G
Intel has leveraged its low-power EMIB (embedded multi-die interconnect bridge) technology to deliver cost-effective innovations.
Company & Industry OverviewsGrowth Begins at Intel’s Programmable Solutions Group
Intel (INTC) is making efforts to make its mark in the 5G and AI (artificial intelligence) revolution, and FPGAs (field-programmable gate arrays) are likely to play a key role in this.
Company & Industry OverviewsIntel Gears up to Battle Xilinx in the FPGA Market
Intel’s (INTC) Altera FPGAs (field programmable gate arrays) are central to its success in the AI (artificial intelligence) space.
Company & Industry OverviewsHow Intel’s New Technology Group Could See Future Growth
Programmable Solutions Group While Intel’s (INTC) memory business is benefiting from a strong market, its FPGA (field-programmable gate array) is not performing well. Intel created the PSG (Programmable Solutions Group) in 2016 after the acquisition of Altera. In fiscal 2Q17, PSG revenue fell 5% YoY (year-over-year) due to weakness in the data center and communication sectors. […]
Company & Industry OverviewsA Look at Broadcom’s Business Ecosystem
After multiple mergers and acquisitions, Broadcom (AVGO) became the world’s largest fabless IC design company by revenue in 2Q17. In this series, we’ll look at the opportunities and challenges that could impact Broadcom’s fiscal 3Q17 earnings.
Company & Industry OverviewsChart in Focus: NVIDIA’s Growth Drivers for 2017
NVIDIA (NVDA) stock has risen 190% over the past one-year period. NVDA saw a spike in its mid- and low-end GPU sales, driven by strong demand from cryptocurrency miners
Earnings ReportWhat Factors Are Affecting Qualcomm’s Revenue Growth Story?
Amid ongoing licensing disputes, Apple (AAPL) and one other licensee didn’t pay royalties to Qualcomm, which negatively affected its fiscal 2017 earnings.
Tech & Comm ServicesHow Is Cypress Stock Performing Compared to Its Peers?
In the last 12 months, Cypress’s stock price rose 26%, outperforming the S&P 500 Index (SPY), which rose 14%.
Earnings ReportWhat Could Drive Cypress’s Revenues in Fiscal 2017?
Cypress entered 2Q17 with over 90% orders booked. Its book-to-bill ratio increased from ~1.1 to 1.3 due to supply constraints in the semiconductor market.
Tech & Comm ServicesWhat Xilinx’s Price Ratios Say about Its Stock Valuation
On July 17, 2017, Xilinx’s PB ratio stood at ~6.6x, which is higher than Intel’s ratio of ~2.4x but lower than NVIDIA’s ratio of 16.0x.
Tech & Comm ServicesA Look at Xilinx’s Stock Price Momentum
In 2Q17, insiders sold ~$4.9 million in XLNX stock, of which ~$1.6 million in stock was sold by Xilinx’s CEO, Moshe Gavrielov, on April 27, 2017.
Company & Industry OverviewsXilinx versus Intel—A Competition of Scale and Technology
If Intel is not able to compete with Xilinx in terms of technology, it can compete in terms of price.
Company & Industry OverviewsHow Xilinx Stacks Up against NVIDIA in the Automotive Market
Xilinx’s automotive revenues grew at an average annual rate of 60% between fiscal 2013 and 2017.
Company & Industry OverviewsXilinx’s Performance in the Industrial, Aerospace, and Defense Market
Xilinx expects its Industrial, Aerospace, and Defense revenues to remain sequentially flat at ~$262 million in fiscal 1Q18.
Company & Industry OverviewsXilinx’s Revenue Drivers in Communications and Data Center
The next big growth wave should come with Xilinx’s 5G deployment, which is expected to begin in 2020 and reach its peak in 2023.
ConsumerXilinx Looks to Improve Its Revenue Growth in Fiscal 2018
Xilinx’s fiscal 2017 revenues rose 6% YoY to $2.4 billion, driven by a 45% increase in revenue from Advanced Products.
Company & Industry OverviewsCould Xilinx Benefit from the Technology Industry’s Shift to IoT?
Xilinx (XLNX) is seeing signs of growth as its FPGAs are being adopted by cloud companies such as Amazon Web Services and Baidu. Xilinx plans to release its fiscal 1Q18 earnings on July 26.
Earnings ReportWhat’s Going on in Intel’s Programmable Solutions Group?
Intel is offering a full spectrum of AI solutions and several accelerators. The company’s journey in accelerated computing began with its acquisition of Altera in 2015.
MiscellaneousHow Wall Street Analysts View Intel
In July 2017, 21 of the 40 analysts monitoring Intel gave a “buy” recommendation, which is lower than the 23 analysts who gave a “buy” recommendation in April 2017.
Earnings ReportA Look at Intel’s Revenue Growth Drivers and Deterrents
The Client Computing Group (or CCG) is Intel’s largest segment, contributing 54% to the company’s total revenues.
Company & Industry OverviewsChart in Focus: AMD’s Moore’s Law Plus Concept
AMD developed the concept of Moore’s Law Plus to drive future innovation.
Earnings ReportIntel Shifts Data Center Group’s focus to Boost Growth
Intel’s Data Center Group Intel (INTC) has reduced its spending in the personal computer space and is making efforts in the networking space to boost revenue for its CCG (Client Computing Group). In its DCG (Data Center Group), the company is reducing its efforts in enterprise servers to focus on the cloud, hyperscale computing, communications, […]
Earnings ReportWhy Analysts Are Happy about Cypress’s Gross Margin Strategy
Some analysts say that most of Cypress’s automotive and industrial products are in the design process and would take time to materialize into revenue.
MiscellaneousIntel’s History of Failed M&As: The Cause and the Impact
Intel (INTC) missed out on the mobile revolution, so now it’s trying to catch up, investing in areas such as autonomous cars and artificial intelligence.
Company & Industry OverviewsHow Intel Is Leveraging FPGA Technology to Grow in IoT
Intel’s PSG revenue fell in fiscal 3Q16 and 4Q16. Rival Xilinx’s (XLNX) revenue rose those same quarters.
Company & Industry OverviewsHow Much Broadcom’s Debt Burden Has Increased
Broadcom’s mergers and acquisitions Broadcom (AVGO) is looking to tap opportunities from the connected world through its massive portfolio, which spans the wired, wireless, enterprise storage, and industrial sectors. The company built the portfolio through M&A (mergers and acquisitions), which significantly increased its debt. Cash-debt position After completing the $37-billion Broadcom-Avago deal, CEO Hock Tan stated […]
Company & Industry OverviewsNvidia’s New Revenue Streams—And Why They Matter
Fiscal 2017 was Nvidia’s (NVDA) year, with the company’s stock rising 224% during the period.
Company & Industry OverviewsWhat’s Happening in NXP’s Secure Interface and Infrastructure Segment?
For fiscal 4Q16, NXP Semiconductors (NXPI) expects the SI&I segment’s revenue to fall 2%–3% sequentially due to seasonal weakness.
Company & Industry OverviewsWhere Is Cypress’s Emerging Technologies Division Heading?
Cypress Semiconductor’s (CY) Data Communications and Programmable Solutions divisions, which together account for 51% of the company’s revenue, have been posting losses.
Company & Industry OverviewsDoes Xilinx Pose a Threat to Intel’s Programmable Solutions Group?
After the acquisition by Intel, Altera’s revenue has grown every quarter on a YoY basis for the past three quarters.
Company & Industry OverviewsWill Intel Maintain Its Data Center Dominance in 2017?
One area that’s growing quickly in the semiconductor segment is the data center space, which is dominated by Intel (INTC) with more than a 99% market share.
MiscellaneousWhy Did Nvidia Stock Fall on December 28?
Nvidia (NVDA) stock fell 6.9% on December 28, 2016, after Citron Research released a report lowering the stock’s target price to $90. Uncertainty looms for Nvidia’s Intellectual Property segment, as its royalty payments from Intel will end in March 2017.
Company & Industry OverviewsWhat External Challenges Would a Qualcomm-NXP Merger Face?
Unlike other mergers, the NXP-Qualcomm merger has been received well by both companies’ shareholders and analysts, as it brings growth synergies.
MiscellaneousWhat Pushed Xilinx Stock to a 52-Week High?
Xilinx’s next big growth may likely come in the communications market with the deployment of 5G.
MiscellaneousDoes Consolidation in the FPGA Market Make Xilinx an Acquisition Target?
In the past, analysts have named Broadcom (AVGO), Qualcomm (QCOM), and Texas Instruments (TXN) as potential bidders for Xilinx.
Company & Industry OverviewsWill Xilinx’s Aggressive R&D Spending Impact Short-Term Earnings?
As Xilinx’s 2Q17 revenues were made up of sales of 20 nm and 16 nm products, its profit margins will depend on the product mix and R&D spending.
Company & Industry OverviewsInside Xilinx’s Growth Potential in Industrial and A&D
While Xilinx reported revenue a fall in communications and data center in fiscal 2Q17, the fall was offset by 7% sequential growth in industrial and A&D.
Company & Industry OverviewsAre Xilinx’s Products Positioned to Tap Future Growth Opportunities?
The contribution of advanced products to Xilinx’s total revenues increased from 31% in fiscal 2Q16 to 47% in fiscal 3Q16 and has stayed above 40% since.