Tag Archives: chip

Marvell (MRVL), Broadcom (AVGO), AMD (AMD), Analog Devices (ADI), Nvidia (NVDA) GlobalFoundries (GFS), and On Semiconductor (ON) are the stocks best positioned to navigate what appears to be a tricky market for semiconductors in the near future, says Bank of America (BAC) Analyst Vivek Arya. While the triple-A acronym might not be as well-known as some other stock group acronyms, MAAANGO stocks represent tech stocks with relatively resilient supply chains in a semiconductor industry that has… Source link

This article was first featured in Yahoo Finance Tech, a weekly newsletter highlighting our original content on the industry. Get it sent directly to your inbox every Wednesday by 4 p.m. ET. Subscribe Wednesday, March 16, 2022 Apple’s M1 Ultra chip could upend the computer industry Apple’s (AAPL) new M1 Ultra processor hits the market Friday. The chip, which you can get in the new $3,999 Mac Studio, is expected to be an absolute powerhouse that can take on the best of what Intel (INTC), AMD ( Source link

Ford (F) is taking an unusual approach to battle the ongoing semiconductor crunch afflicting global automakers — doing without them, for the time being. “We are working as hard as we can and offering ways for our customers to get their vehicles sooner during the global semiconductor shortage … Beginning soon, we will offer customers a way to get their Explorer more quickly, too, thanks to a specification change that will keep rear seat heating/air conditioning auxiliary controls up… Source link

(Corrects typographical error in paragraph 4) By Chavi Mehta and Nivedita Balu (Reuters) – Intel Corp’s latest focus on making chips to meet rising demand will give Advanced Micro Devices Inc, its biggest rival in the server and PC market, a chance to build a greater foothold in the segment, analysts said. Intel, which plans large investments in chip technologies in the next four years, said on Thursday it expects revenue from its segment housing PCs to grow in low to mid single digits, and its… Source link

The semiconductor shortage roiling industries from automakers Ford and General Motors to industrial products maker 3M is unlikely to end in 2022, hints one of the foremost minds in the space. “There’s tremendous investment that’s happening across the semiconductor industry, whether you’re talking about on the wafer side or on some of the substrates or the back-end assets. So we are making progress. I do believe that the first half of this year will continue to be quite tight. But the second… Source link

AMD CEO Dr. Lisa Su struck a very upbeat tone Monday on what the newly acquired Xilinx will mean to the chip giant’s top and bottom lines. “This acquisition is accretive in the first year for gross margins, for earnings per share and for free cash flow. It’s a good deal overall. And when we look at growth rates, what we said at the time of the acquisition is that we felt we could grow significantly ahead of the industry — 20% plus for the next few years. And we still believe that’s the… Source link

Thanks to some unofficial CAD renders that recently came about, we know that the Google Pixel 6a will be a lower-cost alternative to the two recent Google Pixel flagships that launched just about a month ago. A new report from 9to5Google suggests that the incoming midrange Pixel smartphone will feature the same main camera from the Google Pixel 5. As per the outlet’s APK Insight team, the Google camera app contains hints about the upcoming Pixel 6a – internally codenamed ‘Bluejay’…. Source link

Nvidia (NVDA) CEO Jensen Huang doesn’t see the global chip shortage coming to an end anytime soon. The head of the largest chip maker by market cap, Huang is fresh off his virtual keynote at Nvidia’s GTC conference where he announced advances in the company’s metaverse and AI efforts. But Nvidia still makes the bulk of its revenue, about 47% in Q2, from the sale of its gaming cards. And those continue to be in short supply due to the pandemic-induced chip crisis. “I think that through… Source link

Apple CEO Tim Cook speaks during Apple’s annual Worldwide Developers Conference in San Jose, California, U.S. June 3, 2019. REUTERS/Mason Trinca Apple (AAPL) will report Q4 earnings after the closing bell on Thursday, and analysts will pay close attention to demand for the new iPhone 13 lineup and the company’s ability to withstand the ongoing chip shortage. Here’s what Wall Street is expecting from the quarter, as compiled by Bloomberg, compared with how Apple performed in the same quarter… Source link

PORTLAND — Memphis Grizzlies third-year guard Ja Morant is now widely viewed as an All-Star player. Though he has yet to officially be voted as such, he carries an annoyance with those who are just now becoming believers. “I feel like it took me averaging 35 points a game to finally get some All-Star recognition,” Morant told Yahoo Sports. “But, I really can’t speak too much on that. I feel like my chip will never leave.” The Grizzlies’ franchise guard erupted to start the… Source link