Nvidia Corporation
 (NVDA)

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  • Jan. 17, 2012, 10:48 AM

    Canaccord's Bobby Burleson is reiterating a Buy on Atmel (ATML +1.2%) post-CES, arguing the release of Nvidia's (NVDA) Direct Touch technology for its mobile processors, which contributed to selling pressure in Atmel shares last week, won't eliminate the need for Atmel's touchscreen controller chips. Burleson is also reiterating a Buy on 3D Systems (DDD), following the introduction of a consumer 3D printer.

    | Jan. 17, 2012, 10:48 AM
  • Jan. 11, 2012, 7:12 PM

    Nvidia (NVDA) says next year Audi plans to use its Tegra 3 mobile processor to power in-vehicle infotainment systems. The processors also will power new digital instrument clusters and replace traditional dashboard gauges.

    | Jan. 11, 2012, 7:12 PM
  • Jan. 11, 2012, 6:36 PM

    Broadcom (BRCM) claims it will roll out a line of high-end smartphone application processors by the end of the year. The chipmaker has seen its baseband processors designed into Nokia and Samsung feature phones, but it isn't a major player in the smartphone processor space, where QCOM, NVDA, and TXN are locked in fierce competition. (previously)

    | Jan. 11, 2012, 6:36 PM
  • Jan. 11, 2012, 6:11 PM

    Backing up Microsoft's (MSFT) warning, Gartner estimates PC shipments fell 1.4% Y/Y in Q4, compared with a 3.2% increase in Q3. However, unlike Microsoft, Gartner doesn't claim Thailand had much of an effect on Q4 sales (though it sees a larger 1H12 impact). Instead, it blames soft Western European and North American consumer demand, the result of macro issues of and tablet cannibalization. (IDC data)

    | Jan. 11, 2012, 6:11 PM
  • Jan. 11, 2012, 9:59 AM

    Android tablet makers aren't ceding the low-end market to the Kindle Fire (AMZN) and Nook Tablet (BKS) without a fight. Asus is rolling out a $250 7-inch model featuring an Nvidia (NVDA) Tegra 3 CPU, and ViewSonic says it will sell a 7-inch tablet with a less powerful chip for $170. Whether such products will be enough to counter Amazon's brand power, sales reach, and content/services bundling remains to be seen. (also)

    | Jan. 11, 2012, 9:59 AM | 3 Comments
  • Jan. 10, 2012, 9:58 AM

    Taiwan Semiconductor (TSM +1.2%), which manufactures chips for many leading chip developers, isn't getting hurt by the publishing of its December sales report, even though the report notes sales fell 13.2% M/M and 9.4% Y/Y - one more sign of the industry's huge inventory correction. Nomura (Buy) believes sales to the graphics (AMD and NVDA are clients), hard drive, and TV markets were particularly weak.

    | Jan. 10, 2012, 9:58 AM
  • Jan. 9, 2012, 10:57 AM
    Digitimes Research estimates global notebook shipments fell 8.7% Q/Q in Q4, typically a seasonally strong quarter, thanks to the hard drive shortages caused by lost Thai manufacturing capacity. However, Apple's (AAPL) shipments are believed to have held steady, thanks in part to a 20% Q/Q shipment increase for the MacBook Air, which relies on flash memory for storage instead of a hard drive.
    | Jan. 9, 2012, 10:57 AM | 1 Comment
  • Jan. 6, 2012, 6:04 PM
    Nomura joins Sterne Agee in expressing concerns about the potential for ARM-based (ARMH) chips to affect Intel's (INTC) PC CPU hegemony, noting that ARM solutions such as Nvidia's (NVDA) Tegra 3 nearly rival the performance of Intel's Atom chips. However, Bernstein is less worried, given ARM's software compatibility issues, and the ability of Intel's Haswell chips to narrow ARM's power consumption edge.
    | Jan. 6, 2012, 6:04 PM
  • Jan. 6, 2012, 10:55 AM

    As UBS' Uche Orji notes, a number of chipmakers are counting on CES to give them a PR boost. Intel (INTC) hopes the event will raise the profile of MacBook Air-like ultrabooks due to run on its next-gen Ivy Bridge chips, and mobile application processor vendors NVDA, QCOM, and TXN hope it will give a lift to their tablet ambitions, thus far stymied by the iPad's high-end dominance. (earlier)

    | Jan. 6, 2012, 10:55 AM
  • Jan. 5, 2012, 11:48 AM

    Nvidia (NVDA +2.4%) is Needham's top pick among big chip makers for consumer electronics and computers. After disappointing sales of tablet computers, which hurt sales of Nvidia’s Tegra application processor, Needham believes the stock has now baked in modest expectations for Tegra. The firm’s top pick among small caps is Silicon Motion (SIMO +2.1%).

    | Jan. 5, 2012, 11:48 AM
  • Jan. 4, 2012, 10:16 AM

    HTC is enthusiastically adopting high-end smartphone CPUs, claims JPMorgan Chase: the firm expects the suddenly-struggling phone vendor to ship devices featuring Nvidia's (NVDA) Tegra 3 and Qualcomm's (QCOM) MSM8960 chips by April. If consumers find some value in all that extra horsepower, it could result in both higher selling prices for chipmakers, and higher royalties for ARM (ARMH)

    | Jan. 4, 2012, 10:16 AM
  • Dec. 22, 2011, 9:22 AM
    AMD has launched the Radeon 7970, the first graphics card based on its next-gen Southern Islands architecture, which relies on 28nm chip manufacturing technology from TSM. Reviews show the 7970 to have a healthy performance edge over competing high-end cards featuring only a single graphics processor. Archrival Nvidia's (NVDA) first 28nm graphics chips might not arrive until March.
    | Dec. 22, 2011, 9:22 AM
  • Dec. 20, 2011, 10:38 AM

    As the chip industry navigated a rough 2011, processor vendors came to account for a larger chunk of the industry's value. Gartner notes companies such as INTC, QCOM, AMD, and NVDA posted much better growth in 2011 than the meager 0.9% gain it forecasts for chip sales at-large. Processor design kingpin ARMH (expected 2011 growth of 20.6%) will also easily outgrow the industry.

    | Dec. 20, 2011, 10:38 AM
  • Dec. 16, 2011, 10:48 AM

    While Digitimes reports of slowing PC demand in China, Dell (DELL) claims it's seeing demand soften in India, thanks to a combo of a weak rupee, hard drive shortages, and slowing economic growth. Given the role emerging markets have been playing in propping up PC demand, a pronounced slowdown in the two biggest ones would inevitably have a major impact on industry players.

    | Dec. 16, 2011, 10:48 AM
  • Dec. 14, 2011, 4:17 PM

    In-Stat sees the market for mobile system-on-chip solutions - a term covering everything from notebook CPUs to smartphone processors - surging from 2B units in 2010 to 3.1B units in 2015, as a broader proliferation of portable consumer electronics devices drives unit shipments. QCOM currently has the biggest share of unit shipments, though INTC, TXN, and NVDA are also key players. (also)

    | Dec. 14, 2011, 4:17 PM
  • Dec. 14, 2011, 10:24 AM

    Apple's (AAPL) embrace of high-resolution displays, already demonstrated in its iOS hardware, may soon extend to its PC offerings: Digitimes claims Apple plans to release MacBook Pro models in Q2 with resolutions as high as 2880x1800. If accurate, the report is a positive for graphics chip supplier Nvidia (NVDA), since higher-resolution displays tend to require more powerful graphics processors.

    | Dec. 14, 2011, 10:24 AM
Company Description
NVIDIA Corp is a visual computing company, connecting people through the powerful medium of computer graphics. The Company's reporting segments include GPU and Tegra Processor.