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Semiconductors  // Browsing posts in Semiconductors

Mellanox Technologies Whisper (MLNX)

Research Question: Will Mellanox continue to dominate and drive the market for InfiniBand and compete for share in the Ethernet market? Companies: Mellanox Technologies (MLNX), Intel (INTC)   Initial research by Blueshift indicates positive signs for Mellanox, with the threat of increasing competition looming from QLogic.   Observations A system engineer for an OEM using […]


AMD’s New Management, Strategies Not Enough to Gain on Intel (AMD, INTC)

Research Question: Will new management, several new initiatives, and share gains from Intel in 2011 result in significant growth for Advanced Micro Devices in 2012? By:  David Franklin Companies: AMD, IBM, INTC, NVDA, QCOM, TPE:2388 Click here to download the report (.pdf)   Summary of Findings Twelve of the 17 sources expect Advanced Micro Devices Inc. (AMD) […]


Jun 30 2011 Semiconductors, Technology

SIMG to Benefit from MHL Technology Though Wide Adoption Questionable

Research Question: Will Mobile High-Definition Link technology be widely adopted? What effect will this have on Silicon Image? By: Reverdy Johnson Companies: AAPL, ETR:DTE, GOOG, HEL:NOK1V/NOK, INTC, MSFT, MSI, SEO:005930, SIMG, T, TPE:2498, TYO:6502, TYO:6758/SNE Click here to download the report (.pdf)   Summary of Findings MHL technology is not expected to be widely adopted in smartphones because […]


Tablet Screen Brands Inimitable, Qualcomm Advances with Chips (QCOM)

Research Question: Which tablet components can and cannot be commoditized? By: Reverdy Johnson Companies: AAPL, AMD, AMZN, ATML, BKS, BRCM, CY, ETR:IFXA, GLW, GOOG, HPQ, INTC, LON:ARM/ARMH, LON:VOD/VOD, MMI, MSFT, MXIM, NVDA, QCOM, S, SEO:005930, SHE:000063, SLAB, STO:ERICB/ERIC, TPE:2409/AUO, TPE:2498, TSE:RIM/RIMM, TXN, TYO:5201, TYO:6502, TYO:6753, VZ Click here to download the report (.pdf)   Summary of Findings Touch […]


Mar 15 2011 Semiconductors, Technology

Spansion’s MirrorBit Not Adopted in NAND Market (CODE)

Research Question: Will the flash memory market migrate to Spansion Inc.’s (CODE) charge-trapping MirrorBit technology? By: Reverdy Johnson Companies: AMD, CODE, INTC, MU, SEO:005935, TYO:6502, TYO:6665 Click here to download the report (.pdf)   Summary of Findings Sources expressed doubt that Spansion’s current charge-trapping technology can successfully break into the NAND market. They question whether it can match […]