Xilinx Inc

Chipmaker Nvidia (NVDA) is facing uncertainty around its pending acquisition of Mellanox Technologies (MLNX) amid the US-China trade war concerns.

The Trump administration has reportedly agreed to extend Huawei’s license, enabling it to continue its business with US companies for another 90 days.

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.

Semiconductor stocks were whipsawed last week with mixed Q3 earnings. Semi stocks were affected by the trade war and tepid smartphone demand.

Major chip companies Texas Instruments (TXN) and Xilinx (XLNX) released their earnings last week and saw their stocks fall.

Chipmaker NVIDIA (NVDA) agreed to acquire data connectivity company Mellanox Technologies (MLNX) for around $7 billion in March.

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.

As US semiconductor companies firms adjust their supply chains to avoid tariffs, they are coming to terms with the trade restrictions on Huawei.

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.

This earnings season, semiconductor companies mitigated the Huawei ban by identifying components that didn’t risk national security.

Last week brought positive momentum to semiconductor stocks as most chip companies reported better-than-expected earnings.

Whereas its second-quarter earnings beat analysts’ estimates thanks to strong PC sales, Intel’s (INTC) data center revenue fell 10% year-over-year.

Huawei’s efforts to become self-reliant in 5G could hurt Xilinx, which supplies programmable chips to Huawei for 5G basebands and processors.

Yesterday’s Xilinx earnings (XLNX) for Q1 of fiscal 2020 highlighted the negative impact of the Huawei ban on US chip companies.

This week will see some major semiconductor earnings announcements. Semiconductor stocks are rallying ahead of their earnings releases.

Last week, Donald Trump blacklisted Chinese telecom giant Huawei Technologies amid rising US-China trade tensions.

The United States is the biggest supplier and China is the biggest consumer of semiconductors in the world.

Semiconductor stocks fell once again as President Trump played another card in the United States’ trade war with China.

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.

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.

On April 24, Xilinx (XLNX) and Lam Research (LRCX) announced their fiscal earnings for the quarter.

On April 24, several semiconductor stocks made new 52-week highs.

The first-quarter semiconductor earnings season has begun, and the stock market is showing bullish sentiment as investors buy ahead of earnings releases.

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.

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.

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

We’re heading into the first-quarter earnings season, and things look bleak for the entire market.

Nomura Instinet initiated coverage on Advanced Micro Devices (AMD) on April 3 with a “buy” rating and a target price of $33.

On Wednesday, Nomura Instinet initiated coverage on semiconductor giants including Advanced Micro Devices (AMD), Intel (INTC), NVIDIA (NVDA), and Xilinx (XLNX).

FAANG stocks performed pretty well in the first quarter of 2019 and outperformed the S&P 500 Index.

Xilinx (XLNX) stock has technical strength and it has already priced in future earnings growth, which makes it expensive in terms of fundamental valuation.

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.

XLNX (XLNX) is one of the fastest-growing semiconductor stocks of 2019 and is beating Advanced Micro Devices (AMD) in capital gains.

Xilinx (XLNX) has started realizing the benefits of 5G (fifth generation) and AI (artificial intelligence) opportunities.

Xilinx (XLNX) is witnessing strong revenue growth with the growing adoption of FPGAs (field programmable gate arrays) in the data center and communications markets.

Xilinx’s (XLNX) stock is the best-performing semiconductor stock of 2019 with a 46% YTD gain.

Xilinx is a leader in the FPGA (field programmable gate array) market.

On March 21, US and South Korean semiconductor stocks surged after Micron Technology reported upbeat fiscal 2019 second-quarter results.

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.

Things are heating up in the semiconductor M&A space, and this time, Israel-based big data connectivity company Mellanox is the target.

Lam Research (LRCX) was recently downgraded to “equal-weight” from “overweight” by Morgan Stanley, according to a note to clients cited by Bloomberg.

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.

Intel (INTC) has been leveraging its six core technologies to expand in the IoT (Internet of Things) and automotive spaces.

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.

In January, several semiconductor companies reported YoY revenue declines for the December 2018 quarter.

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.

Globes stated that Intel has made a cash-stock bid of $5.5 billion–$5.6 billion for Mellanox Technologies.

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 […]

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.

The fourth-quarter semiconductor earnings season began with warnings of a demand slowdown.

In this series, we’ll look at what 2019 could bring for semiconductor stocks.

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.

Broadcom’s (AVGO) latest acquisition, CA Technologies, could change the way it reports earnings.

Potential acquirers in the broader chip industry are hopeful about moving ahead with pending agreements.

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

Microsoft (MSFT) is looking beyond Intel (INTC) for the crucial chips that power its cloud computing services.

Many semiconductor stocks fell more than 5% in the fourth week of October. Advanced Micro Devices (AMD) took the biggest fall of 28.2%.

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.

Chinese antitrust regulators recently blocked Qualcomm’s (QCOM) proposed takeover of Dutch company NXP Semiconductors.

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.

Analysts listed several potential acquisition targets for Broadcom, but Micron (MU) and Xilinx (XLNX) were the common companies in most of these lists.

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.

Intel has leveraged its low-power EMIB (embedded multi-die interconnect bridge) technology to deliver cost-effective innovations.

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.

Intel’s (INTC) Altera FPGAs (field programmable gate arrays) are central to its success in the AI (artificial intelligence) space.

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. […]

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.

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

Amid ongoing licensing disputes, Apple (AAPL) and one other licensee didn’t pay royalties to Qualcomm, which negatively affected its fiscal 2017 earnings.

In the last 12 months, Cypress’s stock price rose 26%, outperforming the S&P 500 Index (SPY), which rose 14%.

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.

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.

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.

If Intel is not able to compete with Xilinx in terms of technology, it can compete in terms of price.

Xilinx’s automotive revenues grew at an average annual rate of 60% between fiscal 2013 and 2017.

Xilinx expects its Industrial, Aerospace, and Defense revenues to remain sequentially flat at ~$262 million in fiscal 1Q18.

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.

Xilinx’s fiscal 2017 revenues rose 6% YoY to $2.4 billion, driven by a 45% increase in revenue from Advanced Products.

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.

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.

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.

The Client Computing Group (or CCG) is Intel’s largest segment, contributing 54% to the company’s total revenues.

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

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, […]

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.

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.

Intel’s PSG revenue fell in fiscal 3Q16 and 4Q16. Rival Xilinx’s (XLNX) revenue rose those same quarters.

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 […]

Fiscal 2017 was Nvidia’s (NVDA) year, with the company’s stock rising 224% during the period.

For fiscal 4Q16, NXP Semiconductors (NXPI) expects the SI&I segment’s revenue to fall 2%–3% sequentially due to seasonal weakness.

Cypress Semiconductor’s (CY) Data Communications and Programmable Solutions divisions, which together account for 51% of the company’s revenue, have been posting losses.

After the acquisition by Intel, Altera’s revenue has grown every quarter on a YoY basis for the past three quarters.

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.

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.

Unlike other mergers, the NXP-Qualcomm merger has been received well by both companies’ shareholders and analysts, as it brings growth synergies.

Xilinx’s next big growth may likely come in the communications market with the deployment of 5G.

In the past, analysts have named Broadcom (AVGO), Qualcomm (QCOM), and Texas Instruments (TXN) as potential bidders for Xilinx.

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.

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.

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.