Technology & Communications

TSMC (TSM) is a third-party chip manufacturer and incurs a lot of fixed cost that goes into maintaining its fabrications facilities, or fabs.

Allied Market Research estimates global GPU revenues to grow at a compound annual rate (or CAGR) of 35.6% to $157.1 billion by 2022.

At the end of 2Q17, eBay had 171 million active buyers. The company describes an active buyer as one who successfully closed a transaction on its platforms within the trailing 12 months.

The DRAM market’s three major players—Samsung (SSNLF), SK Hynix, and Micron Technology (MU)—together command more than 95% of the market.

NVIDIA’s accounts receivable fell by $795 million to $1.4 billion in fiscal 2019’s fourth quarter.

The GPU market is dominated by Intel, Nvidia, and Advanced Micro Devices, with 66.6%, 18.4%, and 14.9%, respectively, of the market share.

October started with a sharp drop in the stock markets as the Federal Reserve increased interest rates by 25 basis points to 2.25%.

Facebook decided not to proceed with its plan to bring ads to WhatsApp. The company disbanded WhatsApp’s advertising team and discarded its work.

According to the data compiled by Thomson Reuters, early-stage companies make up ~53.8% of Bezos Expeditions’ total investments.

Junk bonds are high yield bonds issued by below–investment grade corporations. Due to the low ratings and high risk of default attached to these bonds, they’re popularly called “junk bonds.”

PayPal (PYPL) has continued to make more investments in India since it launched domestic operations in the country last year.

Shares of US-based online advertising company The Trade Desk (TTD) are down 4.0% in after-hours trading today after the company’s earnings results.

The combined company expects more than $6.0 billion in annual run-rate synergies.

In September 2018, the new S&P 500 Communication Services Sector index was launched.

Micron’s solid-state storage business ranges from hard disk drive (or HDD) replacements with solid-state drives (or SSDs) for clients to enterprise-class storage solutions.

Few economic releases elicit as much reaction from both the stock (IVV) and bond (BND) markets as the employment reports issued by Automatic Data Processing (ADP) and the Bureau of Labor Statistics (the BLS).

Overall, in 2018, the most significant contributors to Greenlight Capital’s gains included Micron Technology (MU) and Twitter (TWTR).

In the past two weeks since Disney+ launched, Netflix stock has recovered from the early shock. The stock has risen 7.0% from where it closed on November 12.

In this series, we’ll discuss the main drivers behind AT&T’s wireline business. AT&T’s wireline business is as important for the company as its wireless business.

The year 2017 was an important one for Advanced Micro Devices (AMD). Let’s take a look at why—and how far the company has come since then.

On Monday, Facebook announced that people in Brazil will be able to use WhatsApp to send money to one another or pay for purchases from local businesses.

NVIDIA (NVDA) has been benefitting from the growing popularity of gaming.

Advanced Micro Devices (AMD) is a small competitor in the CPU (central processing unit) and GPU (graphics processing units) space but a market leader in the game console market.

If Qualcomm (QCOM) loses its chance to acquire NXP Semiconductors, its strategy to grow beyond smartphones into embedded and automotive could take the back seat, and it may be pressured to settle its licensing disputes with Apple.

The guidance from Apple (AAPL) and its foundry partner TSMC (TSM) show that smartphone demand should pick up in the second half of 2018.

In 2018, AMD decided to divide the production of its 7nm products between TSMC and GlobalFoundries.

Micron, a pure-play memory chipmaker, has one of the semiconductor industry’s most cyclical stocks.

In the manufacturing sector, gross margin is an important fundamental, as it significantly impacts a company’s earnings per share.

Among semiconductor stocks, Qualcomm (QCOM) may have been hit the hardest by US-China trade tension.

Media players Viacom (VIAB) and CBS (CBS) are again talking about a merger.

NVIDIA’s (NVDA) Data Center segment reported its first sequential revenue decline in more than three years in the fourth quarter of fiscal 2019.

The rising cost of manufacturing chips caused a decline in IBM’s (IBM) volume base. It forced the company to divest the business.

Twitter stock surged by about 73% in the first trading day after its IPO to $44.90.

During 2012, Expedia introduced the Expedia Traveler Preference (ETP) program in the U.S. that offers travelers the choice to either pay Expedia at the time of booking or pay the hotel at the time of stay.

Here is how Steve Jobs strategy to price and differentiate the products that Apple offers has taken shape over time

A smaller node improves transistor density, thereby improving performance and power efficiency.

Once customers adopt specific operating systems, it would be very difficult for them to even consider changing it.

In a well-strategized move, Apple (AAPL) is relocating its production base to India. Apple’s investment in India will be around $1 billion.

Former Google CEO Eric Schmidt has cut ties with the company and its parent Alphabet. He served as Google’s CEO from 2001 to 2011.

According to Jon Peddie Research, NVIDIA’s new RTX 2080 AIB would cost gamers $800 in September, $880 in the fourth quarter, and $1,000 in the first quarter of 2019.