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AMCC  // Posts tagged as "AMCC"

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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