Analysts including David Wong of Wells Fargo, and chip design journal Microprocessor Report, are trumpeting some of the competitive advantages of AMD's recently introduced parts, vis-a-vis Nvidia and Intel, after reviewing tests others have conducted or testing of their own.
Nvidia's sales of GPUs this quarter are tracking better than expected, says Mizuho's Vijay
Morgan Stanley hardware analyst Katy Huberty today offered up several observations about the market for storage technology, writing in broad terms that NAND flash chips are further eroding the use of hard-disk drives, and that privately held Dell appears to be winning share of the market for storage from NetApp (NTAP). On the one hand, sales of drives are […]
TI shares rose modestly in after-hours trading after the company said it will boost its dividend 24% and will add $6 billion to its existing buyback authorization of $4.6 billion.
Laser maker Coherent is branching out, says Summit Redstone, and poised to exploit the hot markets of OLED screen manufacture and industrial uses of "fiber lasers." He thinks its stock is too cheap relative to an OLED darling like Universal Display.
Although Toshiba said Wednesday it's chosen a consortium led by Bain Capital to buy its NAND chip making unit, the battle between Toshiba and Western has many more chapters to it, potentially, according to RBC Capital analyst Amit Daryanani, as Western has various levers to delay the closing of Toshiba's deal. Reuters reports a variety of factors are weighing on the deal, including the inclusion of Korea's SK Hynix in the project.
A report yesterday by CNBC saying AMD has gotten some business at Tesla that was Nvidia's is "100% false," claims Trip Chowdhry of Global Equities, citing AMD's lack of traction in machine learning and other A.I. functions.
Apple's sales of iPhone 8 may or may not be at risk, writes Craig Ellis with B. Riley, but it's a little too soon to panic about Apple suppliers such as Broadcom and Qorvo and Skyworks, he believes.
Japanese lens maker Sigma has been perfecting a line of special cameras using a unique sensor from the Silicon Valley firm Foveon. I took the latest incarnation of these cameras, the "sd Quattro H," for a bunch of handheld photographing sessions and loved the results. The quality is superb, especially in good light. And the camera produces revelations about the world around one, which is a refreshing change from the increasingly stylized, flat, and unreal quality of a lot of photography, especially smartphone photography.
Analysts are not sure whether to believe the report late Wednesday by CNBC that AMD is getting some business from Tesla to develop custom chips for self-driving cars. If true, the report might be a modestly negative development for Nvidia, Tesla's current supplier, they say, while the potential benefit for AMD would be small initially, with much depending on pricing and volume of any chips.
Nvidia shares are lower in late trading at CNBC said customer Tesla is contracting with Nvidia's competitor AMD for some parts. RBC Capital analyst Mitch Steves tells Nvidia holders not to panic, they will remain the "market leader" in A.I. chips.
AMD's reported win of business with Tesla for chips to power self-driving vehicles is a big validation of AMD's parts, and also a double slap in the face for AMD's rival, Intel, says Hans Mosesmann of Rosenblatt.
WiTricity CEO Alex Gruzen says the company's business equipping top auto makers with wireless charging capabilities for their electric vehicles is speeding toward commercial deployment in the first half of 2018. He's also upbeat about the company's first consumer electronics deal, with Dell, and thinks Apple's use of the competing "Qi" wireless power technology in its iPhones won't dim prospects for WiTricity's "magnetic resonance."
Tesla is building its own A.I. processor using technology from AMD, reports CNBC, citing remarks by AMD's partner in manufacturing, GlobalFoundries. That may be competition for chips already being supplied to Tesla by Nvidia.
Micron will see upside to estimates last quarter and this quarter, says Deutsche Bank's Sidney Ho, as prices for both DRAM and NAND continue to surprise positively.
Western digital said it was "troubling" that Toshiba has decided to sell its flash-memory chip business to a consortium led by Bain Capital, and vowed to continue to fight and said it was confident in the virtue of its case in arbitration.
Even though Toshiba said it has signed an agreement with a group led by Bain Capital, and including Apple, to purchase its NAND manufacturing unit, over the protests of Western Digital, the shares of Western still offer good risk and reward options.
Micron's prices for DRAM and NAND this year will decline, but so will costs, leading to favorable profit margin, says Susquehanna's Mehdi Hosseini, raising his price target on the stock to $50 from $40.
MKM Partners networking analyst Michael Genovese this afternoon initiated coverage of fiber-optic component supplier Acacia Communications (ACIA) with a Buy rating, and a $64 price target, writing that it is the “only optical components name we would recommend to long-term investors with a 3+ yr time horizon.” Acacia is poised, he believes, to replace the “digital signal processor,” or […]
AMD's production of wafers at its supplier, GlobalFoundries, is increasingly devoted to its new server chip, "Epyc," Arthur Wood Analyst Jeff Johnston believes, which is a good sign for the company's prospects for taking share from Intel in servers, he believes.