Latest Xilinx Inc News and Updates
AMD-Xilinx Merger Details Hint at Stronger Chip Supply Moving Forward
What Are Broadcom’s Plans for Its Enterprise Storage Business?
Broadcom’s latest acquisition of Brocade should double the size of its Enterprise Storage segment, which currently accounts for 13% of its revenue.
NVIDIA 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.
IoT Attracts Telecom, Semiconductor, and Software Companies
Gartner expects that there will be 20.8 billion IoT devices by 2020. IoT devices represent a direct growth opportunity for the semiconductor industry.
What 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.
Chart in Focus: AMD’s Moore’s Law Plus Concept
AMD developed the concept of Moore’s Law Plus to drive future innovation.
Why 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.
Xilinx and Lam Research: First-Quarter Earnings Highlights
On April 24, Xilinx (XLNX) and Lam Research (LRCX) announced their fiscal earnings for the quarter.
Semiconductor 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.
Technical 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.
What 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.
What Pushed SOXX and SMH to New Highs?
The semiconductor sector is set to report its weakest earnings in more than two years.
Semiconductor Stocks: Wrapping Up Their Performance This Year
In this series, we’ll look at what 2019 could bring for semiconductor stocks.
What 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.
Data Center Market to Drive Xilinx’s Future Growth
Xilinx (XLNX) has started realizing the benefits of 5G (fifth generation) and AI (artificial intelligence) opportunities.
Semiconductor 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.
NVIDIA’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.
Cypress’s 2018 Revenue Reflects Benefit of Business Transition
In January, several semiconductor companies reported YoY revenue declines for the December 2018 quarter.
TSMC’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.
Can 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.
Trump 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.
Was 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.
A 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.
Earnings: 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.
Earnings: 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.
NVIDIA-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.
US 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.
China’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.
Could 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.
This 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.
Nomura 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).
How 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.
NVIDIA 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.
NVIDIA 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.
Intel’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.
Reduced 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.
5G 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.
Could 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.
Intel Targets Artificial Intelligence and 5G
Intel has leveraged its low-power EMIB (embedded multi-die interconnect bridge) technology to deliver cost-effective innovations.
Growth 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.
How 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. […]
Chart 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
What 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.
What 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.
Xilinx 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.
How 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.
Xilinx’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.
What’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.
Xilinx’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.
A 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.
Intel 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, […]
Intel’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.
How 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.
How 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 […]
Where 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.
Will 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.
Does 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.
Inside 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.
Are 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.
Does Xilinx Pose a Threat to Intel in the FPGA Market?
Xilinx has partnered with ARM Holdings (ARMH) and TSMC (TSM) to develop 7 nm chips.
Xilinx Prepares Gears up with ARM’s IP
Xilinx (XLNX) is moving ahead of Intel (INTC), not only in FPGA (field programmable gate array) adoption but also in technology node.
Why the AWS Contract Is So Important for Xilinx
AWS is adopting Xilinx’s strategy of pooled FPGA in its F1 instance cloud service—an important win for Xilinx, which has a 50% FPGA market share.
How Does Xilinx Plan to Change the Future of Data Center with FPGAs?
Xilinx believes that FPGAs (field programmable gate arrays) can bring more power savings than GPUs while delivering same computing performance.
Inside Cypress’s Strategy to Improve Its Gross Margin
Cypress reported strong revenues on the integration of Broadcom’s wireless IoT business, which improved its gross margin until the Spansion merger in 1Q15.
Brocade Acquisition to Further Increase Broadcom’s Leverage
Broadcom’s acquisition of Brocade Communications Systems (BRCD) is inclined more toward increasing cash flows than expanding its portfolio.
Why Broadcom Chose Brocade as Its Next Acquisition Target
Broadcom’s next acquisition after the Avago-Broadcom merger came faster than expected. The $37 billion merger left the combined company with very high net debt.
What Is the Likelihood of Xilinx Getting Acquired?
Xilinx’s strong balance sheet and product portfolio make it an attractive acquisition target.
Which End Markets Drove Xilinx’s Revenue in Fiscal 2Q17?
Revenue from the Communications & Data Center segment has been growing steadily over the past four quarters due to growth in both wired and wireless markets.
What Is Cypress’s Growth Strategy for the Mid-Term?
Broadcom’s wireless IoT business earned revenue of $189 million in 2015. At a price of $550 million, Cypress paid 2.9x the IoT business’s trailing sales.
Cypress’s Product Portfolio Well-Placed to Tap the IoT Revolution
Cypress Semiconductor (CY) isn’t among the top 10 semiconductor companies in the world, but it’s made the news.
Intel Is Prepping Its Data Landscape to Be 5G Ready
Intel (INTC) is investing in connectivity solutions, which are integral to the company’s broader vision of the connected world.
How Broadcom Is Improving Its Earnings Per Share
Broadcom reduced its interest expense to $139 million in fiscal 3Q16 by repaying $1.3 billion in debt and restructuring a certain portion of its long-term debt.
Will IBM’s Power9 Server Chips Pose Competition to Intel’s Server Chips?
IBM’s development of its Power9 architecture has been in the news for some time, and now IBM will make it available to other hardware companies by licensing its designs.
Seeing Opportunity, Qualcomm Zeroing in on IoT Space
Qualcomm is expanding its presence in adjacent markets such as the server, automotive, and IoT (Internet of Things) markets.
Intel’s Programmable Solutions Segment Posts Double-Digit Growth
Intel aims to integrate Altera’s FPGA (field programmable gate array) chips in its server processors, IoT processors, and NAND chips to boost performance.
How Does Xilinx’s Fabless Business Model Affect Margins?
Xilinx’s attractive margins and diversified customer base of industrial, automotive, data center, and IoT (Internet of Things) has attracted a lot of attention.
Will Fiscal 1Q17 Earnings Bring Good News for Xilinx Investors?
For fiscal 1Q17, Xilinx expects revenue to be sequentially flat but up 4% YoY at around $571 million, almost in line with the analyst estimate of $571.3 million.
IoT to Drive Earnings for Xilinx, NXP, and Cypress
Xilinx, NXP, and Cypress are set to report their quarterly earnings for the June 2016 quarter on July 27 and July 28.
Inside Xilinx’s Record R&D Spending Plans for Fiscal 2017
Xilinx plans to increase its R&D expenses to a record high of more than $600 million in fiscal 2017—up almost 13% YoY.
Inside Xilinx’s Lead over Altera in the 20- and 16-Nanometer Markets
As Xilinx increases its share in the PLD market, a key will be its success in the long term is its competitive positioning compared to rival Altera.
Xilinx’s Stock Rises on Acquisition Rumor: Here Are the Potential Bidders
Rumor has it that Xilinx received an acquisition proposal worth $15 billion. Investors reacted to the rumor and boosted Xilinx’s stock by 6.2% on May 24.
Inside Intel’s Big Growth in the Internet of Things
In 1Q16, Intel’s Internet of Things Group revenues rose by a remarkable 22% YoY to $651 million. Its operating profit rose by 41% YoY to $123 million.
The American Century Growth Fund Has Been Doing Well in 2016
From a purely NAV (net asset value) return standpoint, the American Century Growth Fund – Investor Class has had a better one-year period until March 18, 2016, than ten of its peers in the group.
Increasing Focus on Data Centers Impacts Semiconductor Earnings
Semiconductor companies impacted by slowing PC and smartphone sales are shifting their focus to high-growth areas such as data centers and automotive.
Intel Finalizes Altera Acquisition, Right on Schedule
Intel (INTC) completed its acquisition of Altera on December 28, 2015, for $16.7 billion. The Altera acquisition will make Intel the second largest semiconductor supplier after Texas Instruments.
Can IBM Threaten Intel in the Server Market?
In the server space, IBM (IBM) is Intel’s biggest competitor, and it’s looking to capture some of Intel’s 95% market share.
What Strategies Will Intel Adopt to Boost Future Growth?
As of September 26, Intel had cash reserves of $20.8 billion, up 34% YoY (year-over-year). This is because the company slowed its share buyback program.
All Sectors Slid on September 14 except the Utility Sector
Except for the utility sector, all the component sectors of SPY dipped in the volatile environment ahead of the September 16–17 meeting of the Fed.
Veritas Tax Burden May Complicate Symantec Plans
According to an expert hired by the IRS, Veritas Ireland should have paid $2.5 billion, rather than $117.8 million, for the intellectual property rights.