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TXN  // Posts tagged as "TXN"

Vicor Could Be Vulnerable on Price and Supply Chain Concerns (VICR)

Research Question: Are competitors taking design wins from Vicor with lower prices? What is the status of the data center transition to 48-volt power? Companies: AMD, AMZN, BELFB, FB, GE, GOOG/GOOGL, IFNNY, INTC, MPWR, MRAAF, MSFT MXIM, NVDA, ON, STM, TW:2308, TXN, VICR By: Seth Agulnick Click here to download report (.pdf)   Summary of […]

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Vicor Is Gradually Starting to Benefit from Uptake of Nvidia GPUs (VICR, NVDA)

Research Question: How quickly will data centers ramp up their purchases of Nvidia GPUs powered by Vicor technology? Companies: ABB, AMD, AMZN, AVGO, CIEN, CSCO, DELL, FB, GOOG/GOOGL, HPE, IBM, IFNNY, INTC, JNPR, MSFT, NVDA, ORCL, QCOM, TXN, VICR, XLNX By: Seth Agulnick Click here to view report (.pdf)   Summary of Findings Sales of […]

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Nvidia Is in Great Shape to Extend Its Data Center Dominance (NVDA)

Research Question: What are the roadblocks to Nvidia’s growth in AI-powered data centers? Companies: AAPL, AMD, AMZN, CTXS, ETR:SAP, FB, GOOG/GOOGL, IBM, INTC, KRX:005930, MSFT, NVDA, ORCL, QCOM, TXN, TYO:9984, XLNX By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Nvidia Corp.’s (NVDA) astonishing growth in sales to data centers should […]

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Wireless Network Ecosystem Faces Densification and Commodity White-Label Products

Research Question: As the 4G wireless network ecosystem evolves, which major vendors are poised for design wins in 2015 and beyond? Companies: ALTR, AMZN, ANET, ARMH, BRCD, BRCM, CAVM, CEVA, CSCO, CTXS, EMC, EPA:ALU/ALU, EXTR, FSL, GOOG/GOOGL, HPQ, INTC, JNPR, KRX:005930, MRVL, MSFT, MVNR, NOK, NTAP, QCOM, RAX, RVBD, SHE:000063, SHE:002502, STO:ERIC-B, T, TPE:2303, TPE:2330, TPE:2388, TPE:2454, […]

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Wearable Tech Market Set to Grow But Needs a Must-Have Device

Research Question: Who will be the winners and loser in wearable technology as consumers either flock to these products in the next few years or its market potential is overblown by hype? Companies: AAPL, ARMH, ATML, BOSCHLTD, BRCM, FB, FSL, GOOG/GOOGL, GRMN, INTC, INVN, KRX:005930, MSFT, NKE, NVS, NXPI, QCOM, TXN By: David Franklin Click here to […]

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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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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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Amazon’s Kindle Fire Poised to Be No. 2 Tablet After iPad (AMZN)

Research Question: What is the No. 2 tablet after Apple’s iPad: Amazon’s Kindle Fire, Samsung’s Galaxy Tab or Barnes & Noble’s Nook Tablet? By: Reverdy Johnson Companies: AAPL, AMZN, ARM, BKS, DELL, GOOG, HKG:0992, HPQ, LON:SMSN, MMI, MSFT, NVDA, TPE:2353, TPE:2357, TPE:2498, TSE:RIM/RIMM, TXN, TYO:6502, TYO:6758/SNE Click here to download the report (.pdf)   Summary of Findings […]

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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 […]

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