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INTC  // Posts tagged as "INTC"

BlackBerry’s BES10 Halted Abandonment; Growth TBD

Research Question: Will BlackBerry’s global device management business grow as a result of its strategy to allow third-party devices to use its BlackBerry Enterprise Service 10 platform? Companies: AAPL, BBRY, CTXS, GOOG, HPQ, IBM, INTC, KRX:005930, MOBL, MSFT, SAP, SYMC, VMW By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings BlackBerry Ltd.‘s […]

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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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Specialized Tools Being Added to Next-Gen Firewalls to Fend Off Hackers

Research Question: Are data network owners and operators adding additional security products and expertise beyond next-gen firewalls in an effort to combat hackers? Companies: CHKP, CSCO, CUDA, EMC, FEYE, FFIV, FTNT, INTC, JNPR, LON:QQ, PANW, UIS By: John Harrington Click here to download the report (.pdf)   Highlights Customers are increasingly skeptical that so-called multifunction “next-generation” network firewalls […]

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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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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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