LSI has transformed itself into a chip supplier for the storage and network equipment industries.
Silicon Labs must continually invest in R&D and stay at the technological forefront in order to attract new customers and break into certain end markets.The analog chip sector is quite fragmented, and Silicon Labs squares off against many large chipmakers with extensive R&D staffs and strong brand
Because ARM's IP is widely available, the company is only able to capture a small part of the value pie because its IP does not offer licensees any competitive advantage.ARM's Physical IP division has been a drag on the firm's overall profitability and it could take some time before the division
Rapid product cycles and heavy competition make it difficult for Nvidia to sustain its lead over rival AMD . Intel's efforts to enter the high - end graphics segment pose a threat to Nvidia . A majority of sales are derived from the maturing PC industry . Nvidia's Tegra processor faces plenty of
Vimicro faces heavy competition, particularly in the mobile phone multimedia semiconductor market.Vimicro faces risks related to the unauthorized use of the firm's intellectual property, which is a problem for the semiconductor industry in China.Vimicro has only a limited operating history and must
Because ARM's IP is widely available, the company is only able to capture a small part of the value pie because its IP does not offer licensees any competitive advantage.ARM's Physical IP division has been a drag on the firm's overall profitability and it could take some time before the division
JA Solar plays on the fringe of the industry, and results will follow industry demand.
Microchip has exposure to the housing market, as its microcontrollers are used in large household appliances and systems such as surveillance and irrigation.Microchip faces competition in analog chips from larger, more established firms, such as Texas Instruments TXN and Maxim Integrated Products
MPS has strong growth prospects, but the firm operates in a cyclical and competitive industry.
Trina Solar TSL reported strong third-quarter results, bolstering our belief that it is the world's best solar company besides First Solar FSLR. Even compared with the other major Chinese solar companies, Trina is superior, in our opinion. Presently, the company's profitability is the highest of