By Wall Street Playbook : Second only to Intel ( INTC ), Advanced Micro Devices ( AMD ) has been a dominant producer of microprocessors, GPUs and chipsets over the past couple of decades. While AMD still has a strong product portfolio, which includes strength in graphics and advancements in 32nm ...
By Samuel Rech : Nvidia: A tale of two businesses Nvidia ( NVDA ) is a fabless developer of visual computing chips, which comprises ..... technology to create mobile chips. My investment thesis for NVDA is predicated on the success of this segment, which could spark
By Justin Jaynes : (click to enlarge) Source: ExtremeTech Joel Hruska of ExtremeTech constructed the above graph to depict how Advanced Micro Devices' ( AMD ) revenues have changed between 2012 and 2013. Gartner's data shows that the overall PC market declined ~10% during 2013, whereas AMD's CS ...
By Wall Street Playbook : For all of the talk about how poorly Intel ( INTC ) has performed over the past several quarters , the stock has climbed an impressive 21% over since last September. Although the semiconductor giant does rely on the declining PC market for a significant portion of its ...
By Bottom Up Investing: NVIDIA Corporation ( NVDA ) pioneered visual computing , the ..... diagnosis, and scientific research. NVDA 's main source of revenues is its ..... and Intel ( INTC ). Generally, NVDA serves the high end of the graphics
Xiaomi's upcoming Mi3S smartphone won't be using an Nvidia ( NVDA ) Tegra K1 or Tegra 4i SoC. Phone Arena is also spreading the ..... The said hearsay report has failed to affect high-flying NVDA . On a 1-year basis, Nvidia is still the second best performing
and #5 Asus' 20 bps to 5.9%. The Q1 numbers suggest IDC's prior full-year forecast for a 6% shipment drop might prove too pessimistic. Other companies with strong PC exposure: AMD , NVDA , MU , STX , WDC , HTCH Post your comment!
By Alcaraz Research : Advanced Micro Devices, Inc. ( AMD ) spoilt the Nvidia ( NVDA ) Titan Z glory. Despite being undervalued and underappreciated, debt-laden AMD still got the R&D magic to come out first
growth of key OEM's like Apple ( AAPL ) and Samsung and the many OEM's using Android OS in their devices. Microsoft's Surface RT uses an ARM based processor from Nvidia ( NVDA ). Fabless semiconductor companies like fast Complete Story »
By Alcaraz Research : I'm taking the NASDAQ massacre last April 4 as a great opportunity to buy more Advanced Micro Devices ( AMD ) shares. The fallout from the crash of high-flying momentum stocks will most likely continue this week. (click to enlarge) Source: Finviz AMD, being the most debt-laden