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Nvidia Riding the Graphics Boom

Posted on Thursday, Sep 20th

Nvidia’s (NASDAQ: NVDA) recent 3:2 stock-split on 9/10 must have helped, but the stock’s rally, this week, has more to do with Nvidia’s robust showing in the Q2/07 results. Net earning of $172.73 million ($0.43 a share) on a revenue of $935.3 million is almost double that of $86.7 million ($0.22 a share) in Q2/06

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Intel’s Multi-core Future

Posted on Thursday, Sep 13th

Intel (NASDAQ: INTC) is the world’s largest semiconductor company. It shot into limelight riding the famous “Intel Inside” marketing and branding campaign in 1990. Today, with an employee strength of 90,300 Intel currently ranks 62nd in the Fortune 500 list on the back of FY/06 revenues of $35.38 billion. This is however down from its

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QualComm: The Aftermath

Posted on Wednesday, Sep 12th

By Vijay Nagarajan, Guest Author In the article “QualComm: Legal Battles Galore”, we reviewed the lawsuits that the company faced and also traced their genesis. In this article, we will look into the impact of these law-suits on QualComm (QCOM). There was definitely some action following these rulings – Verizon (VZ) signed an unprecedented agreement

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QualComm: Legal Battles Galore

Posted on Sunday, Sep 9th

By Vijay Nagarajan, Guest Author The wireless industry witnessed a revolution named iPhone this summer. It has also been in the news constantly for another reason: The QualComm-BroadCom legal battle. Over the next few posts, I wish to discuss this story as it unfolds and provide some insights on its impact on QualComm (QCOM). A

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The Next Big Innovation in Microprocessors: Anant Agarwal (Part 14)

Posted on Sunday, Sep 2nd

Here we discuss the current market environment, the competitive landscape with a focus on what current chips are being displaced by the multicore chips. SM: I read in the slides you sent me that you are expecting a TAM (Total Available Market) of $54 billion, is this based on the two markets we discussed –

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The Next Big Innovation in Microprocessors: Anant Agarwal (Part 13)

Posted on Saturday, Sep 1st

Here we begin to examine the current market segments where the multicore processors are having a significant impact. The two major markets are networking and multimedia applications. SM: Coming back to where your applications are – complex networking applications, and multimedia, right? AA: I don’t know if you want to use the word complex, because

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The Next Big Innovation in Microprocessors: Anant Agarwal (Part 12)

Posted on Friday, Aug 31st

SM: How much do people need to learn to be able to optimize programs on the Tilera chips? AA: That depends on the applications and the domain. The good news is you have gotten something working and running. Once you have done that, you can then try various optimizations. You don’t have to read 50

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The Next Big Innovation in Microprocessors: Anant Agarwal (Part 11)

Posted on Thursday, Aug 30th

One of the greatest challenges with Massively Parallel Computing is Programmability. Anant explains Tilera’s approach to software and tools in more detail, and his “gentle slope programming” concept. SM: You created all of the tools from scratch, or did you base them on existing tools? AA: We invented all of this, and it is very

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