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Nvidia Corporation (NVDA)

  • Oct. 4, 2011, 3:59 PM
    Nvidia (NVDA +8.8%) jumps after being named by Bank of America among semiconductor companies as “key beneficiaries” of smartphone demand. The news apparently helps lift the entire beaten-down sector; worries about declining demand has forced many chip makers to cut projections. Nvidia's got the cash and growth prospects to ride out the tough market, Trefis Team writes.
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  • Sep. 29, 2011, 10:32 AM
    Analysts aren't showing any mercy to AMD following yesterday's warning, as Longbow, ThinkEquity, and Macquarie join BofA in downgrading the chipmaker. Oppenheimer is reiterating an Underperform, believing AMD's manufacturing issues have led it to lose ground to primary rivals INTC and NVDA. AMD -10.7%.
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  • Sep. 20, 2011, 5:07 PM
    Canaccord's Bobby Burleson recommends buying AMD and Nvidia (NVDA) after meeting with Taiwanese manufacturers, believing market share gains will offset PC weakness. While seeing a "mixed environment" for chips, Burleson believes feature phone production is rebounding, a positive for Nokia (NOK).
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  • Sep. 20, 2011, 2:30 PM
    Nvidia (NVDA) boasts its upcoming Kal-El chip, which has 4 primary cores, will draw less power than dual-core parts from rivals QCOM and TXN. The reason? Kal-El will have a fifth, low-power core to handle background tasks that don't require a more powerful core. Nvidia claims in a paper (.pdf) it's patented the technology behind this architecture.
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  • Sep. 19, 2011, 4:17 PM
    Sanford Bernstein's Mark Li pounded the table for chip foundry TSMC (TSM) in August, and he's doing it again today. Li thinks TSMC has a 3-quarter lead on rivals Samsung (SSNLF.PK) and GlobalFoundries in making chips using a 28nm process, and has developed technology specifically for mobile customers such as AAPL, BRCM, QCOM, and NVDA.
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  • Sep. 16, 2011, 9:11 AM
    Microsoft (MSFT) douses the hopes of PC enthusiasts by declaring software written for the x86 chip architecture used by Intel (INTC) and AMD won't run on Windows 8 systems featuring ARM-based (ARMH) processors. At the least, this should give Intel and AMD some time to counter the threat posed by ARM licensees such as TXN, QCOM, and NVDA.
  • Sep. 15, 2011, 12:08 PM
    Qualcomm (QCOM) claims its high-end S4 Snapdragon processors, based on the company's Krait architecture and set to include quad-core parts, will arrive in consumer products in early 2012. This puts the S4 only slightly behind Nvidia's (NVDA) Kal-El Tegra chip, and suggests it will be available for the first batch of Windows 8 (MSFT) hardware.
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  • Sep. 13, 2011, 11:39 AM
    Wedbush's Betsy Van Hees is starting Nvidia (NVDA +1.4%) with an Outperform and $18 PT, believing the company's Tegra processors will allow it to transform into a leader in mobile computing. Van Hees also thinks Nvidia's PC graphics market share will remain stable, in spite of growing competition from INTC and AMD's integrated CPUs.
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  • Sep. 9, 2011, 5:10 PM
    Nvidia (NVDA) plans to introduce its first Tegra mobile processor with integrated baseband radio functionality in 2012, the result of the company's May acquisition of Icera. Currently, Qualcomm's (QCOM) Snapdragon chips are the only high-performance mobile processors with baseband capabilities built in. (previously)
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  • Sep. 9, 2011, 8:31 AM
    Chip foundry TSMC (TSM) expects its Q3 sales to be better than expected due to August "rush orders" from customers. TSMC, which counts QCOM, NVDA, XLNX, and BRCM among its largest customers, had previously forecast a 6-8% Q/Q sales decline in Q3, and simultaneously cut its capex forecast for 2011. (last week)
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  • Sep. 9, 2011, 7:52 AM
    Nvidia (NVDA) CEO Jen-Hsun Huang, who recently forecast $1B in Tegra mobile CPU sales next year, claims tablets containing Nvidia's quad-core Kal-El chip will ship this year. This has raised speculation Kal-El will end up in an AMZN tablet, and suggests the chip will have a head start on QCOM's Krait, which won't ship in hardware until sometime next year. (previously)
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  • Sep. 8, 2011, 3:00 PM
    Though Windows 8 (MSFT) might not go commercial until next fall, Samsung (SSNLF.PK) reportedly will show off a tablet based on the OS next week, as it tries to take on the iPad (AAPL) and further its PC ambitions. Thomas Ricker speculates the tablet will feature an Nvidia (NVDA) quad-core chip, thanks to Windows 8's support for ARM (ARMH) CPU cores.
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  • Sep. 7, 2011, 3:18 PM
    Nvidia (NVDA +8.2%) continues trading higher after issuing strong FY13 revenue guidance. Wells Fargo is lifting its estimates, and thinks Nvidia's guidance has positive implications for the PC demand environment. Meanwhile, Roth Capital expects the company's Tegra chips to power Amazon's (AMZN) upcoming Android tablets. Rival AMD is up 7.5%.
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  • Sep. 7, 2011, 2:13 PM
    Qualcomm (QCOM) is acquiring the design teams for Integrated Device Technology's (IDTI) video processing chip products, and IDT's HQV technology for improving HD video quality. Qualcomm plans on integrating HQV into its Snapdragon processors, to help them better compete with solutions from the likes of TXN and NVDA.
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  • Sep. 6, 2011, 5:08 PM
    Nvidia (NVDA) is up 7% AH after the company establishes FY13 (year begins on 1/30/12) revenue guidance of $4.7B-$5B, above a $4.45B consensus, along with gross margin guidance of 51-53% Nvidia expects both its graphics and mobile processor businesses to drive growth. (PR)
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  • Sep. 6, 2011, 1:26 PM
    Though analysts have questioned the outlook for Nvidia's (NVDA) Tegra mobile CPU business, CEO Jen-Hsun Huang remains optimistic, forecasting $1B in Tegra sales next year. Huang also sees QCOM as Tegra's only real competitor, dismissing TXN's efforts in the space, and is enthusiastic about the potential for Tegra chips to power Windows 8 (MSFT) hardware.
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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.