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Semiconductors  // Browsing posts in Semiconductors

TSM Whisper

TSM Whisper

Research Question: Can Taiwan Semiconductor defend its market leading position despite threats from price-aggressive competitors, shifting partnerships, and Intel’s efforts in the foundry market? Companies Covered: Taiwan Semiconductor (TSM), Intel (INTC), Samsung Electronics (KRX:005930), United Microelectronics (UMC) Report Available: June 13, 2014   Blueshift’s initial research shows TSM maintaining its lead in the semiconductor market with […]

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Mellanox Whisper May 2014

Mellanox Whisper May 2014

Research Question: Will the high-performance computing CPU refresh cycle and the trend towards 10-40 gigabit Ethernet be the catalysts for Mellanox’s growth? Companies Covered: Mellanox (MLNX), Intel (INTC) Report Available: May 22, 2014   Blueshift’s initial research shows MLNX as the clear InfiniBand market leader and its Ethernet products gaining traction with well-regarded 10 and 40 […]

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Mellanox Growth Will Be Slow Both for InfiniBand and Ethernet

Research Question: Can Mellanox successfully grow its Ethernet solutions and defend its InfiniBand lead despite Intel’s acquisitions and improvement to its QLogic InfiniBand technology? By: David Franklin Companies: BRCD, CSCO, HPQ, IBM, INTC, MLNX Click here to download the report (.pdf)   Summary of Findings Mellanox’s Ethernet Growth Opportunities Eight of 14 sources were positive about sales growth […]

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Mellanox Whisper

Mellanox Whisper

Research Question: Can Mellanox successfully grow its Ethernet solution and defend its InfiniBand lead despite Intel’s acquisitions and improvement to QLogic and Cray InfiniBand technology? Companies Covered: Mellanox (MLNX), Intel (INTC) Report Available: October 3, 2013   Blueshift’s initial research shows MLNX expanding its business through multiple acquisitions as it develops its next-generation technology, but […]

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Mellanox Will See Slow InfiniBand, Open Ethernet Growth in Enterprise

Research Question: Will Mellanox’s new Open Ethernet initiative and expansion of InfiniBand into new markets provide the company with significant market share gains this year? By: David Franklin Companies: BRCM, CSCO, EMC, IBM, INTC, JNPR, MLNX, ORCL, VMW Click here to download the report (.pdf)   Summary of Findings As in Blueshift’s Nov. 14, 2012, report, Mellanox Technologies […]

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Mellanox Whisper

Mellanox Whisper

Research Question: Will Mellanox’s new open Ethernet initiative and expansion of InfiniBand to new markets provide the company with significant market share gains in 2013? Companies Covered: Mellanox (MLNX) Report Available: April 10, 2013   Blueshift’s initial research indicates Mellanox attempting to further expand its growing market share in Ethernet with a first-to-market product, while also expanding InfiniBand, […]

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Feb 01 2013 Semiconductors, Technology

IPGP Still Dominates Fiber Laser Market Despite Competition, Pricing Pressure

Research Question: Will market expansion and the introduction of new products be enough to keep IPG Photonics’ sales and margins ahead of the competition? By: David Franklin Companies: COHR, EPA:QUA, ETR:JEN, GSIG, IPGP, JDSU, RSTI Click here to download the report (.pdf)   Summary of Findings All 14 sources view IPG Photonics Corp. (IPGP) as the clear […]

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IPGP Whisper

IPGP Whisper

Research Question: Will market expansion and the introduction of over 20 new products be enough to keep IPGP’s sales and margins ahead of the competition? Companies Covered: IPG Photonics Corporation (IPGP), Coherent Inc. (COHR), GSI Group Inc. (GSIG), Newport Corporation (NEWP), & Rofin-Sinar Technologies Inc. (RSTI) Report Available: Feb. 1, 2013   Blueshift’s initial research shows that […]

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Nov 14 2012 Semiconductors, Technology

Mellanox’s InfiniBand Market Limited to HPC

Research Question: Is Mellanox’s InfiniBand business constrained to a slowing niche market, or will it find greater commercial applications? By: David Franklin Companies: BRCD, BRCM, CRAY, CSCO, ELX, EMC, IBM, INTC, MLNX, ORCLE, QLGC Click here to download the report (.pdf)   Summary of Findings Nine of Blueshift’s 12 sources said Mellanox Technologies Ltd.’s (MLNX) InfiniBand products serve […]

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Mellanox Whisper

Mellanox Whisper

Research Question: Is Mellanox’s InfiniBand business constrained to a slowing niche market or will it find greater commercial applications? Companies: Mellanox Technologies (MLNX), Intel (INTC)   Initial research by Blueshift indicates that despite recent positive sales trends, the company faces a possible slow down in sales momentum and industry concerns.   Observations Recent sales figures from Mellanox indicate that […]

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