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Semiconductors  // Browsing posts in Semiconductors

Tech Trends: The Software Evolution Is Poised to Power Nvidia for Years (NVDA)

Research Question: Is the demand for faster data processing causing developers to rewrite existing software and to create new software that is optimized to run on GPU chips? If so, does Nvidia stand to profit? Companies: AMZN, GOOG/GOOGL, INTC, MSFT, NVDA By: John Harrington Click here to download report (.pdf)   Key Findings Nvidia’s big secret […]

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Vicor Is Gradually Starting to Benefit from Uptake of Nvidia GPUs (VICR, NVDA)

Research Question: How quickly will data centers ramp up their purchases of Nvidia GPUs powered by Vicor technology? Companies: ABB, AMD, AMZN, AVGO, CIEN, CSCO, DELL, FB, GOOG/GOOGL, HPE, IBM, IFNNY, INTC, JNPR, MSFT, NVDA, ORCL, QCOM, TXN, VICR, XLNX By: Seth Agulnick Click here to view report (.pdf)   Summary of Findings Sales of […]

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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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