Analysis of NVIDIA’s SchedMD Acquisition

The AI boom helped NVIDIA (NASDAQ: NVDA) deliver a record breaking fourth quarter recently. With most tech players announcing mega AI investments, that trend is expected to continue. NVIDIA is focusing on product offering expansion through acquisition and innovation to meet the demand.

Will Apple Choose AMD’s Fusion Chips Over NVIDIA?

The launch of AMD’s Fusion chip or “Llano,” which combines the central processing unit (CPU) and graphics processing unit (GPU) has been pushed to next year. Meanwhile, at the recent Intel Developer Forum Intel announced a new multi-function chip, Sandy Bridge, that integrates graphics and video processing. Will such hybrid chips render graphics chips obsolete

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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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Nvidia Riding the Graphics Boom

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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iPhone and What’s Coming: Synthesis

Over the last few weeks, we discussed a number of iPhone related issues that are key blocks challenging the rest of the eco-system today. Here is a quick synthesis of the key nuggets: (1) It’s positioning as a laptop replacement device, which I believe will force most of the other laptop and cellular handset vendors

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iPhone and the Future of Broadcom

In January, EE Times wrote: :: We’re not drinking the Apple Kool-Aid, but Jobs and team do seem to get it: It’s not the technology, stupid; it’s the experience. We love engineers, but you shouldn’t need one to make your digital home work. Whatever the quibbles over iPhone’s price and novel touchscreen interface, Apple seems

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iPhone and the Future of Nvidia

I have spent many years in the semiconductor eco-system, and one of the first thoughts I had when the iPod bonanza started, was, “Someone must be making a killing off this on the chip side!” Today, ofcourse, it is a well-known fact that a whole company got built because the iPod took off the way

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