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Semiconductors  // Browsing posts in Semiconductors

Aug 21 2015 Semiconductors, Technology

Ambarella Will Face Competitive, Pricing Pressures in High-Volume Consumer Side

Research Question: Will Ambarella’s drone and automotive camera business segments continue to drive its skyrocketing growth? Companies: AMBA, AVGO, GPRO, KRX:005930, NVDA, OVTI, PAOTF, QCOM, STO:AXIS, TPE:3034, TYO:6632, TYO:6758, UTX By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings The main growth sector for both drones and automotive cameras is the […]

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Ambarella Whisper

Ambarella Whisper

Research Question: Will Ambarella’s drone and automotive camera business segments continue to drive its skyrocketing growth? Report Available: August 19, 2015   Blueshift’s initial research shows AMBA’s system on chip (SoC) technology is a necessary component for many of its end markets, including high growth areas such as body cameras, action cameras, HD security cameras, police cams, vehicle cams, […]

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Wireless Network Components Whisper

Wireless Network Components Whisper

Research Question: As the 4G wireless network ecosystem evolves, which major vendors are poised for socket and design wins in 2015 and beyond? Companies Covered: Freescale Semiconductor (FSL), Cavium (CAVM), Texas Instruments (TXN), Microchip Technology (MCHP), Ericsson (ERIC), Nokia (NOK), Alcatel-Lucent (ALU), ZTEST Electronics (CVE:ZTE), Samsung (KRX:005930, Cisco Systems (CSCO), Arista Networks (ANET), Brocade Communications Systems […]

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Solar Energy Whisper

Solar Energy Whisper

Research Question: Will the falling costs of solar energy production pave the way for solar to become the go-to energy source in the U.S. in the next 5-10 years? Companies Covered: Vivint Solar (VSLR), Solar City (SCTY), First Solar (FSLR), SunPower (SPWR), NRG Energy (NRG) Report Available: November 13, 2014   Blueshift’s initial research shows […]

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Server Market Holds Promise for ARM But 2015 Upside Is Limited

Research Question: Will ARM Holdings see a significant boost in 2015 revenue from its new system-on-a-chip server architecture and from smartphone royalties? Companies: AAPL, AMCC, AMD, AMZN, ARMH, BIDU, BRCM, CAVM, FB, GOOG, HPQ, IBM, INTC, KRX:005930, MLNX, MRVL, MSFT, NVDA, QCOM, RHT, TXN By: Seth Agulnick Click here to download the report (.pdf)   Summary of […]

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ARM Holdings Whisper

ARM Holdings Whisper

Research Question: Will ARM Holdings see a significant boost in 2015 revenue from smartphone royalties and its new system-on-a-chip server architecture? Companies Covered: ARM Holdings (ARMH), NVIDIA (NVDA), Intel (INTC), Advanced Micro Devices (AMD), Qualcomm (QCOM), Samsung (KRX: 005930), Applied Microcircuits (AMCC) Report Available: August 21, 2014   Blueshift’s initial research shows ARM Holdings not seeing […]

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Intel’s Grantley of High Interest But Not in High Demand

Research Questions: Is there pent-up demand in the high-performance computing market for an upgrade to Intel’s Grantley platform? Will Grantley be a catalyst for significant capex spending? Companies: AMD, AMZN, ARMH, BRCD, CRAY, EMC, FIO, GOOG/GOOGL, HKG:0992, HPQ, IBM, INTC, KRX:005930, MLNX, MSFT, NVDA, ORCL, QLGC, RAX,, SMCI, VMW By: David Franklin Click here to download the report (.pdf) […]

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Grantley HPC Whisper

Grantley HPC Whisper

Research Question: Is there pent-up demand in the high-performance computing market for an upgrade to the Grantley platform and will it be a catalyst for significant capex spending? Companies Covered: Mellanox Technologies  (MLNX), Cray (CRAY), EMC Corporation (EMC), Hewlett-Packard (HPQ), International Business Machines (IBM) Report Available: July 9, 2014   Blueshift’s initial research shows mixed expectations […]

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Jun 13 2014 Semiconductors, Technology

TSMC’s Grip on Foundry Market Safe for Now But Potent Threats Await

Research Question: Can TSMC defend its lead market position despite threats from price-aggressive competitors, shifting partnerships, and Intel’s efforts in the foundry market? Companies: AAPL, ALTR, AMD, ARMH, BRCM, CDNS, CSCO, IBM, IFNNY, INTC, KRX:000660, KRX:005930, MU,  NVDA, QCOM, SNPS, STM, TPE:2303, TPE:2330, TPE:2454, TYO:6502, TYO:6503, TYO:6723, TXN By: Seth Agulnick Click here to download the report (.pdf)   […]

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May 27 2014 Semiconductors, Technology

Ethernet Sales Grow, InfiniBand Sales Slow for Mellanox

Research Question: Will the trend toward 10 to 40 Gb Ethernet and the high-performance computing CPU refresh be the catalysts for Mellanox’s growth? Companies: AAPL, AMZN, BRCD, BRCM, CSCO, EMC, FB, FIO, GOOG, HPQ, IBM, INTC, JNPR, MLNX, NTGR, ORCL, QLGC By: David Franklin Click here to download the report (.pdf)   Summary of Findings As in Blueshift […]

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