Latest Articles
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Weekly Semiconductor Update – AMD, AMAT, BRCM, CREE, MU, NVDA
Semiconductor stocks have been one of the top performing sectors in 2014, significantly outperforming the S&P 500 index year to date. As the week opened, the Philadelphia Semiconductor Index (Sox) was up 16% year to date, versus the S&P ...
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Nvidia Adds Honda To Its List Of Auto Customers
Nvidia (NASDAQ:NVDA) announced the launch of a Tegra-based touchscreen system called the Honda Connect at the Paris Auto Show last week. Honda connect is the world’s first embedded Android-based in-car infotainment system. It has a 7-inch ...
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Weekly Semiconductor Update – AMD, CREE, INTC, NVDA, TXN
Semiconductor stocks have been one of the top performing sectors in 2014, significantly outperforming the S&P 500 index year-to-date (up 17% versus 6%). The Semiconductor Industry Association reported that, at $28.1 billion, the global semico...
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Weekly Semiconductor Technology Update: AMD, BRCM, TXN, MU, NVDA, QCOM
Having regained its growth momentum in 2013, the semiconductor market is expected to grow 4.4% in 2014, though brokerage and other analysts have estimates of 8% to 12%. The Semiconductor Industry Association released global sales data for July 20...
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Nvidia’s 32GB LTE Version Of The Shield Tablet To Increase Its Competitiveness In The Android Gaming Market
Leading graphics processors manufacturer, Nvidia (NASDAQ:NVDA) launched the 32GB 4G LTE version of its Shield tablet earlier this week. Nvidia introduced the Shield tablet (16 Gb and WiFi) in July this year for $299. Designed especially for video...
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Weekly Tech Notes: INTC, NVDA, AMD, BRCM, FFIV
Semiconductor stocks have been one of the top performing sectors in 2014, significantly outperforming the S&P 500 index. Year to date, the SOX (Philadelphia Semiconductor Index) has increased 21%, significantly outgrowing the 8% gain in the S...
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Weekly Tech Notes: BRCM, QCOM, TXN, NVDA, CREE
Having contracted marginally in 2012 on account of the weak macro environment, the global semiconductor market witnessed 3.3% year-on-year growth in 2013. Despite a continuing decline in PC shipments and still weak (though recovering) macroeconom...
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Nvidia Unveils The Architectural Details For Project Denver
At the Hot Chips Conference earlier this week, Nvidia (NASDAQ:NVDA) unveiled the architectural details of its first custom-designed CPU, code-named Project Denver. The chip, which is a sequel to the 32-bit Tegra K1 chip, is the world’s firs...
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Nvidia’s Q2’15 Earnings Growth Driven By PC Gaming, Data Center And Tegra Processors
Driven by continued strength in the three growth areas of PC gaming (GeForce GPUs), datacenter and cloud (Tesla and GRID) and Tegra processors, Nvidia (NASDAQ:NVDA) posted strong growth in Q2 2015. At $1.1 billion, revenues increased 13% year on ...
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Nvidia’s Q2’15 Earnings Preview: PC Gaming, Professional GPUs & Tegra To Drive Growth
Nvidia (NASDAQ:NVDA) witnessed a 3.5% decline in its fiscal 2014 revenue as strength in its high-end GeForce GPUs, Quadro, Tesla and Tegra for automotive products was partially offset by a decline in the desktop PC and notebook markets. However, ...
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Nvidia Eyes the Android Gaming Market with its Shield Tablet
After much speculation Nvidia (NASDAQ:NVDA) launched its new mobile gaming device (Shield Tablet) along with a wireless controller on July 22. Starting at $299, the Shield tablet is an 8 inch, full HD display, Android tablet running on NvidiaR...
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Nvidia Refocuses Its Plan to Target Servers, Instead Promoting Its GPUs In ARM Servers
Three years after officially launching its server Project Denver, Nvidia (NASDAQ:NVDA) is downplaying its plan to develop its own 64-bit ARM-based CPU processor for servers. The company initially planned to pair its Tegra chips with GPUs in serve...
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Nvidia’s Tegra K1 Powers Google’s Project Tango Tablet Kit
Earlier this week, Google (NASDAQ:GOOG) unveiled its Project Tango tablet development kit, powered by Nvidia’s (NASDAQ:NVDA) Tegra K1 processor. Announced in February this year, Project Tango is a smartphone and tablet project by Google. It...
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Xiaomi Launches The World’s First Tablet Based On Nvidia’s Tegra K1
Last week Xiaomi, China’s biggest electronics company, introduced its first tablet (MiPad) based on Nvidia’s (NASDAQ:NVDA) Tegra K1 mobile processor. The Xiaomi MiPad will be available in China starting in June as an open beta, and s...
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Mobile Device, Automotive & Gaming Are Key Growth Drivers For Nvidia’s Tegra Processors
Leading Graphics Processing Units (GPU) manufacturer Nvidia (NASDAQ:NVDA) reported its Q1 2015 earnings on May 8. At $1.1 billion, revenues grew by 16% annually and earnings per share improved from 13 cents in Q1 2013 to 23 cents in Q1 2014, exce...
