Category: Processors

September 30, 2020

Daniel Newman

Six Five Webcast

The Impact of Being PSA Certified in the IoT Security Market – The Six Five Insiders Edition

In this new episode of the Six Five - Insiders’ Edition, co-hosts Daniel Newman and Patrick Moorhead talk with Arm’s Rene Haas about the future of IoT security, the impact digital transformation has had on the IoT market and the importance of being PSA Certified.

Digital Transformation, IoT, Processors, Semiconductors and Components

September 28, 2020

Ron Westfall

Research Note

Oracle Cloud Infrastructure Takes the High-Performance Computing Road

OCI significantly bolsters its competitive prospects in the cloud HPC domain, through its agile array of semiconductor and HPC partnerships and clear-cut ability to use price/performance differentiators to win new business. Now AWS, Azure, GCP, and IBM must directly counter the rising OCI threat or risk erosion in their cloud HPC market position.

Cloud, Hybrid Cloud, Infrastructure, and Operations, Processors

September 28, 2020

Daniel Newman

Analyst Insight

NVIDIA’s Deal with Arm Paves the Path to a Trillion-Dollar Market Value

The announcement was met with investor excitement, driving NVIDIA’s share price up as much as 8% and adding more than $25 billion to its market value — about two-thirds of the equity needed to make the acquisition.

Processors

September 8, 2020

Ron Westfall

Research Note

Marvell and TSMC Show that Size Does Matter

The Marvell-TSMC collaboration is set to pay long-term dividends for both companies. Marvell fortifies its ability to further differentiate the OCTEON portfolio in areas such as gate density, performance, and power efficiencies to drive innovation across the data infrastructure market. In turn TSMC validates its 5nm foundry credentials to further boost its supply chain influence throughout the semiconductor market – a win-win collaboration for both companies.

Processors, Semiconductors and Components

September 4, 2020

Daniel Newman

Research Note

Qualcomm Investors are Underestimating the Impact of the Chip Maker’s Legal Victory

Qualcomm investors are underestimating the impact of the chip maker’s legal victory, but Qualcomm is in a great position to deliver the returns investors have long been looking for.

5G, Processors, Semiconductors and Components

September 1, 2020

Daniel Newman

Research Note

Gamers Rejoice as NVIDIA Launches its New GeForce RTX 30 Series

NVIDIA launched its new GeForce RTX 30 series, which deliver huge upgrades over its past generation creating a ton of excitement from gamers.

Processors

August 17, 2020

Daniel Newman

Research Note

How Qualcomm Snapdragon Enhances The Android Gaming Experience

Qualcomm has made significant strides in its recent Snapdragon platform updates to create a top quality mobile gaming experience for Android.

5G, Communications Networks, Processors

August 6, 2020

Daniel Newman

Research Note

MLPerf Update: NVIDIA Pushes The Boundaries of the GPU

NVIDIA maintains its market leadership for MLPerf based upon its most recent benchmarks on its newest A100 Tensor Core GPU.

5G, AI, Processors, Semiconductors and Components

July 28, 2020

Daniel Newman

Research Note

AMD Firing On All Cylinders as Tech Continues to Outperform

AMD had a very strong quarter that included a beat on revenue and earnings as well as double digit YoY growth. A sign of strength amidst the slowed economy.

Cloud, Hybrid Cloud, Infrastructure, and Operations, Processors, Semiconductors and Components

July 28, 2020

Olivier Blanchard

Research Note

Qualcomm’s New Quick Charge 5 Technology Can Safely Charge Your Phone to 100% in the Time it Takes to Shower

Qualcomm’s Quick Charge was already the number one fast-charging solution in mobile, with over 1,000 unique accessories, over 250 mobile devices, and healthy expansion into adjacent technology categories like tablets, speakers, and drones. By leaning more on USB-PD, Qualcomm appears to be looking more to enable the entire industry than unique OEMs.

PCs and Devices, Processors, Semiconductors and Components

July 25, 2020

Ron Westfall

Research Note

Marvell Crystallizes its Custom ASIC Portfolio and Market Message

Marvell’s new Custom ASIC portfolio unveiling showcases Marvell’s successful and rapid execution of the Avera Semi execute acquisition, fortifying the company’s goal of becoming the one-stop semiconductor infrastructure provider for its customers and partners. Through differentiation in key areas such as continuous delivery of IP and advanced technology across its top-priority market segments and executing first-time right capabilities across a dynamic range of business models, Marvell is ready to move the market needle ore, especially in the customer ASIC and data infrastructure semiconductor market segments.