Category: Semiconductors

Micron – X100 NVMe SSD

Micron’s X100 Will Drop Like A Bomb On The Intel Data Center

The X100 NVMe™ SSD is Micron’s first product in a new family of high-performance memory solutions based on 3D XPoint™ Technology. With a combination of industry-leading high bandwidth, low latency, high quality of service (QoS) and high endurance, the Micron X100 SSD provides game-changing performance for big data applications and transactional workloads.

Nvidia’s Invention of the GPU

In 1999 sparked the growth of the PC gaming market, redefined modern computer graphics, and revolutionized parallel computing. More recently, GPU deep learning ignited modern AI — the next era of computing — with the GPU acting as the brain of computers, robots, and self-driving cars that can perceive and understand the world.

Fueled by the massive growth of the gaming market and its insatiable demand for better 3D graphics, we’ve evolved the GPU into a computer brain at the intersection of virtual reality, high performance computing, and artificial intelligence. NVIDIA GPU computing has become the essential tool of the da Vincis and Einsteins of our time. For them, we’ve built the equivalent of a time machine.

Nvidia acquires SwiftStack

Nvidia (NASDAQ:NVDAacquires the data storage and management platform for undisclosed terms.SwiftStack’s platform supports public cloud, on-premises, and edge deployments. Recent launches focus on AI and high-performance computing.

Nvidia is among SwiftStack’s list of customers, which also includes PayPal, Snapfish, and Verizon.SwiftStack raised about $23.6M in private funding.

Nvidia acquires SwiftStack digital wrks

Mar. 6, 2020 9:23 AM ET|About: NVIDIA Corporation (NVDA)|By: Brandy Betz, SA News Editor 

Semi levels attractive after pullback – Mizuho

Mizuho says semiconductor valuations look attractive at the current levels after another coronavirus-related pullback. Vijay Rakesh: “Bottom line, we believe with the pullback semis have definitely corrected some of the valuation excesses.”

Rakesh notes that the June quarter lacks visibility but estimates that a 5-10% topline impact is currently priced into shares.The firm would be buyers of semis with a six to nine month outlook and sees the long-term structural stories as intact despite the near-term headwinds.

Stocks seeing red include On Semi (ON -3.8%), Texas Instruments (TXN -3.4%), and Nvidia (NVDA -3.2%).


Mar. 5, 2020 1:57 PM ET|About: ON Semiconductor Corporation (ON)|By: Brandy Betz, SA News Editor 

Cypress Semiconductor Plunges

Trump Blocking Infineon’s $8.7 Billion Bid – Go Away Trump

Semiconductor maker and designer Cypress Semiconductor plunges amid reports the Trump administration may block Infineon Technologies’ proposed $8.7 billion takeover bid.

Shares of defense-focused chipmaker and designer Cypress Semiconductor (CY) – Get Report plunged another 11% on Friday following reports that U.S. national security officials are recommending President Donald Trump block Infineon Technologies proposed $8.7 billion takeover of the company.

Cypress was down 11.39% at $17 in morning trading on Friday after ending the day Thursday down 17.4% at $19.18 following reports that Infineon’s planned purchase of the company is facing concerns from the Committee on Foreign Investment in the United States (CFIUS). CFIUS officials are concerned that Infineon’s takeover of the American chipmaker poses a risk to national security, people familiar with the matter told Bloomberg.

It wasn’t clear why CFIUS officials, which review foreign takeovers of U.S. businesses, see a national security risk. The panel, however, is particularly sensitive to any transaction that could allow Chinese buyers to get their hands on advanced U.S. technology. Cypress, based in San Jose, sells components and designs to the defense industry, although its products are not considered particularly sensitive. Infineon, based in Neubiberg, Germany, generates a large portion of its sales from China.


Synopsys – SNPS

Synopsys Inc., a company that specializes in developing software engineers use in testing semiconductor chips and other products, said profit, on a GAAP basis, fell in its latest quarter.

Mountain View, Calif.-based Synopsys reported earnings of $104.6 million, or 67 cents a share, down from $153.5 million, or $1.01 a share, the year earlier.

Excluding share-based compensation and after other adjustments, the company’s profit of $1.01 a share was 9 cents more than forecasts from analysts polled by FactSet.

Synopsys (/sɪˈnɒpsɪs/) is an American electronic design automation company based in Mountain View, California that focuses on silicon design and verification, silicon intellectual property and software security and quality. Products include logic synthesis, behavioral synthesis, place and routestatic timing analysisformal verification, hardware description language (SystemCSystemVerilog/VerilogVHDL) simulators, as well as transistor-level circuit simulation. The simulators include development and debugging environments which assist in the design of the logic for chips and computer systems. In recent years, Synopsys has expanded its products and services to include application security testing. Their technology is present in self-driving carsartificial intelligence, and internet of things consumer products.

AMD Second-Gen Epyc Server CPU

On a down day for chip stocks, AMD (AMD) – Get Report managed to rise nearly 3% to new highs. Likely helping: Google (GOOGL) – Get Report announced on Tuesday morning that its public cloud services unit — the Google Cloud Platform, or GCP — has rolled out cloud computing instances that rely on AMD’s second-gen Epyc server CPUs (codenamed Rome).

Google’s announcement comes six months after it disclosed (at AMD’s Rome launch event) that it plans to offer Rome-powered instances via GCP, and also that it has begun using Rome for unspecified internal workloads. But while GCP was expected to eventually offer Rome instances, some of the performance claims it has made for the N2D instances have raised eyebrows.

Nonetheless, Google’s N2D performance claims do provide AMD with one more feather in its cap as it tries to wrest server CPU share from Intel. The company estimated it had a mid-single digit server CPU share as of the start of 2019, and has set a goal of having a double-digit share by mid-2020. In addition, CEO Lisa Su forecast on AMD’s Q4 earnings call that her company, which has guided for 28% to 30% total 2020 revenue growth, expects server CPUs to be its fastest-growing business this yea

Skyworks – (SWKS) -$3.60

Advances Next Generation Wi-Fi 6E ~ Down -$3.60 BUY

Developing Future-proof Connectivity Solutions in Alignment with Wi-Fi Alliance(R) IRVINE, Calif.–(BUSINESS WIRE)–February 11, 2020–

Skyworks Solutions, Inc. (Nasdaq: SWKS), an innovator of high performance analog semiconductors connecting people, places and things, today announced that it is supporting next generation wireless technologies set forth by Wi-Fi Alliance(R) and developing advanced connectivity solutions designed to meet future requirements. Skyworks offers a family of solutions that address all existing Wi-Fi(R) standards and is working in Wi-Fi Alliance to develop its Wi-Fi 6E products that operate in the 5.925 to 7.125 GHz frequency range.

Skyworks Solutions, Inc. (Nasdaq: SWKS), an innovator of high performance analog semiconductors

Skyworks’ powerful modules facilitate Wi-Fi functionality with best-in-class linearity and performance in the smallest footprint available. These solutions expedite time-to-market by incorporating the required functionality to deliver maximum performance and contain a logarithmic power detector to support wide dynamic ranges, low power consumption and improved thermal management. Visit Skyworks’ Wi-Fi page for more resources and solutions.

Intel CORE i9

…..the new 9th Gen Intel® Core™ desktop processors the first unlocked mainstream desktop processor. When paired with Intel® Optane™ memory, accelerates the loading and launching of the games you play. With up to 5GHz and 16-way multitasking, take your creativity to the next level with the power you need to create, edit, and share.


UPDATE: If you could buy only one stock for 5G and artificial intelligence, this would be it By Nigam Arora During the California gold rush, many miners went bankrupt. However many merchants who were selling picks and shovels became rich. Most investors recognize that the gold rush is on in 5G and artificial intelligence. The gold rush is also on in automotive electronics. Just take a look at a massive move in Tesla’s (TSLA) stock. (See this comparison of Tesla and other tech stocks

— 5G and artificial intelligence are huge users of semiconductors.

— In addition to the gold rushes stated above, there are more gold rushes in IoT (Internet of Things), consumer devices, renewable energy, power management and data centers.

— The picks and shovels for the present-day gold rushes are semiconductors.

— Picks and shovels were easy to make; semiconductors are increasingly becoming more complex.

— Applied Materials is a vendor of equipment used in semiconductor manufacturing.

— Applied Materials is a second derivative, and semiconductors are the first derivative of the gold rushes.

— There is an advantage to a large second-derivative semiconductor company such as Applied Materials. For example, Intel (INTC) was big in data centers and Advanced Micro (AMD) wasn’t much of a factor. When AMD stepped up with new designs, it started eating Intel’s lunch.

Nvidia Record Data Center Revenue

$287.25 +16.47 (6.08%) ~ After Hours

Graphics chip giant Nvidia (NVDAreported its Q4 2020 earnings after the bell on Thursday beating Wall Street’s expectations on the top and bottom line. The report comes amid a strong rebound in the data center industry, as well as the ongoing impact of the coronavirus sweeping across the tech landscape.

Here are the most important numbers from the report compared to what analysts were expecting as compiled by Bloomberg.

  • Revenue: $3.11 billion versus $2.96 billion expected
  • Earnings per share: $1.86 versus $1.66 expected
  • Data center revenue: $958 million
  • Gaming revenue: $1.49 billion

5G in 2020

At CES, the big consumer electronics show in Las Vegas this week, the carriers are insisting that 2020 will be a turning point for 5G. AT&T and Verizon say they expect their 5G networks to be accessible nationwide this year. In addition, the carriers say at least 15 smartphones will be 5G compatible this year, more than triple the number last year.

In the simplest terms, 5G is a new cellular standard. Phone carriers have jumped to a new wireless standard roughly every decade. About 10 years ago, 4G, the fourth-generation network, arrived with significantly faster speeds and stronger reliability than 3G. About a decade before that, 3G arrived and was much faster and more robust than 2G.

There are two versions of 5G to look at
The much-hyped, ultrafast variant of 5G is known as “millimeter wave,” It lets carriers transmit data at incredibly fast speeds — the kind that would let you download an entire movie in a few seconds.

Instead, this year our cellular networks will broadly shift to a version of 5G that is less exciting. Will have speeds that are only slightly faster than current 4G networks. The main benefit will be a reduction of lag known as latency.