Intel vs. ARM: In the Smartphone Era (Part 1)

By Guest Author Nalini Kumar Muppala Ms. Mitra recently raised some flags (and the beginnings of a lively reader discussion) by asking if Intel would buy ARM. There has been a lot of discussion lately in the technology press about the prospects of ARM being acquired and about the undeclared war between Intel and ARM.

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AMD and Nvidia Beat Estimates

Last week, Intel entered into an agreement with AMD and also agreed to pay $1.25 billion to the former for dropping its antitrust lawsuits. According to the latest report from IDC, PC processor unit shipments in 3Q09 rose 23% q-o-q, and Intel increased its share by 2.2% to 81.1% while AMD had a share of

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Will Intel Buy ARM?

According to a preliminary estimate from iSuppli, global PC shipments grew 9.8% sequentially in the third quarter. This week, Intel Corporation (NASDAQ:INTC), the world’s largest chip maker with annual revenue of $37.6 billion, reported strong third quarter results driven by the rebound in the PC market. Let’s take a closer look.

Infineon: The Qimonda Challenge

By Vijay Nagarajan, Guest Author In the last part of this series, we looked at Infineon’s recent financials and pointed out that Qimonda is a key reason why the company is struggling to create more shareholders’ value. Let us now take a deeper look into Qimonda’s challenges and Infineon’s strategic initiatives to address the situation.

ST Microelectronics: Strategy

By Vijay Nagarajan, Guest Author As highlighted in our discussion of ST Microelectronics financials, the company has not been very profitable in the last few years. More importantly, it has been growing lesser than the semiconductor industry and losing market share. It is therefore appropriate to peek into the steps that the company has taken

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ST Microelectronics: Overview

By Vijay Nagarajan, Guest Author ST Microelectronics (STM) has been making steady progress in the wireless world. Last month, it decided to merge its wireless assets with NXP to form a JV that is now the third-largest wireless semiconductor company in the world. As we continue our vendor matrix study, we will dissect STM this

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Vision India 2020: MIT India

Twelve years ago, in 2008, it was clear that the labor arbitrage–based IT services industry that had made India a player in the global technology market was facing a threat. The key issue was supply-demand equilibrium. India’s engineering education system simply could not keep up with the demand for talent.

Qualcomm: Valuation Revisited

By Vijay Nagarajan, Guest Author It has been around six months since I wrote my Qualcomm valuation series. I had at that time valued the company at $44.60. Following the company’s fiscal second quarter 2008 earnings conference call I reviewed its mobile opportunities, strategy and also its product strategy for convergence and mobile computing in

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