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INTC  // Posts tagged as "INTC"

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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New Software Era Could Crimp Auto Infotainment Hardware Makers

Research Question: Will the fast-evolving auto infotainment industry and the plethora of competitors entering the space increase dollar content per car for embedded system providers like Harman? Companies: AAPL, BBRY, BOM:500530, DLPH, ETR:CON, GOOG/GOOGL, GRMN, HAR, INTC, JCI, MENT, MSFT, TYO:6503, TYO:6752, TYO:6773, TYO:6816, TYO:6902 By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings […]

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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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RTOS Leader QNX May Give BlackBerry a New Lease on Life

Research Question: Will BlackBerry be able to leverage its QNX technology to transform itself from a hardware company to a software company? Companies: AAPL, BBRY, CAVM, CSCO, GOOG, INTC, MSFT, RHAT By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings The automotive, medical and Internet of Things (IoT) fields are experiencing greater need […]

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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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U.S. Software Losing Market Share in Europe, China and Brazil; NSA Scandal an Excuse

Research Question: Have government privacy and security issues with the NSA created long-term problems for American technology companies doing business outside the United States? Companies: AAPL, AMZN, AOL, BBRY, CRM, CSCO, FB, GOOG, HKG:0992, IBM, INTC, JNPR, LON:BT.A, MSFT, ORCL, OTCMKTS:DTEGY, RAX, SAP SHE:002502, SYMC, TWTR, YHOO By: Susan Jennings Click here to download the report (.pdf)   Summary […]

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NSA Whisper

NSA Whisper

Research Question: Have government privacy and security issues with the NSA created long-term problems for American technology companies doing business outside the United States? Companies Covered: IBM (IBM), Cisco (CSCO), Google (GOOG), Microsoft (MSFT), Yahoo (YHOO), Facebook (FB), Apple (AAPL), Intel (INTC), Symantec Corp. (SYMC), Salesforce (CRM) Report Available: February 19, 2014   Blueshift’s initial research shows NSA […]

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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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