Semiconductor & Technology Specialist, Ingenuity

William Keating

Semiconductor & Technology Specialist

Ingenuity

Our focus is exclusively on in-depth research & consulting in the broader semiconductor industry. We focus on the key players, namely Intel, Micron, Qualcomm, Apple, Samsung, NVIDIA, AMD, TSMC & Global Foundries - as well as some of the lesser known, but nonetheless critical, companies such as ASML (for EUV), Mellanox, Cavium, Xilinx etc. We specialise in their products, roadmaps, process technologies, competitive advantages & threats etc. We also help our clients understand the implications of new and emerging technologies, e.g. 3D X-Point, 3D NAND, Carbon Nanotubes, Autonomous Driving, Graphene, Silicon Photonics, Wafer-Level Optics, Artificial Intelligence, FPGA, GPU, ASIC etc. 

Semiconductor Analysis & Research

Thematic (Sector/Industry)

In a surprise revelation, tucked away neatly in a blog <a href="https://itpeernetwork.intel.com/unleashing-high-performance-computing/" target="_blank">post</a> in advance of this week's SuperComputing Conference (SC17), we learned that <a href="https://www.smartkarma.com/entities/16764" target="_blank" data-smartkarma-citation="entities:16764:1">Intel Corp (INTC US)</a> has canceled its next-generation Xeon Phi offering, known as Knights Hill.One step we’re taking is to replace one of the future Intel® Xeon Phi™ processors (code name Knights Hill) with a new platform and new microarchitecture specifically designed for exascale.  <figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/038/217/original/Screen%20Shot%202017-11-15%20at%209.33.57%20am.png?1510716055" class="editor-image img-responsive" data-smartkarma-image-id="38217"></figure> Knight's Hill, the successor to Intel's current mainstream HPC product known…

In a surprise revelation, tucked away neatly in a blog post in advance of this week's SuperComputing Conference (SC17), we learned that Intel Corp (INTC US) has canceled its next-generation Xeon Phi offering, known as Knights Hill.One step we’re taking is to replace one of the future Intel® Xeon Phi™ processors (code name Knights Hill) with a new platform and new microarchitecture specifically designed for exascale.   Knight's Hill, the successor to Intel's current mainstream HPC product known…

Differentiated global TMT & Internet Research

New Street Research Insights

New Street Research

Research is provided by our team of experienced analysts. Our work is idea driven, based on independence of thought, sector expertise, and firmly focused on fundamentals and valuation of telecoms and internet names globally. New Street is headquartered in London with offices in New York, Singapore and Australia. 

New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:

Pan European Telecom Services and Cable
US Telecoms, Cable, Satellite and Towers
Global Emerging Market Telecoms
Japan Telecoms
Asian Internet
Pan European Healthcare
US Healthcare
Japanese Healthcare

We also provide debt research on:
Pan European Telecom Services and Cable

Equity Bottom-Up

<a href="https://www.smartkarma.com/entities/315" target="_blank" data-smartkarma-citation="entities:315:1">Softbank (9984 JP)</a> had a great run until very recently. Its stake in <a href="https://www.smartkarma.com/entities/787" target="_blank" data-smartkarma-citation="entities:787:1">Alibaba (BABA US)</a> continues to rise in value,  the market has forgiven ARM for being a long (very) term investment, Japan domestic telecoms is unexciting but fine and while details on the Softbank Vision Fund (SVF) are hard to come by investor sentiment was turning positive. Then there was <a href="https://www.smartkarma.com/entities/921" target="_blank" data-smartkarma-citation="entities:921:1">Sprint Corp (S US)</a>, long a laggard in US telecoms but negotiating a merger with <a href="https://www.smartkarma.com/entities/922" target="_blank" data-smartkarma-citation="entities:922:1">T-Mobile (TMUS US)</a> and allowing Softbank a graceful exit…

Softbank (9984 JP) had a great run until very recently. Its stake in Alibaba (BABA US) continues to rise in value,  the market has forgiven ARM for being a long (very) term investment, Japan domestic telecoms is unexciting but fine and while details on the Softbank Vision Fund (SVF) are hard to come by investor sentiment was turning positive. Then there was Sprint Corp (S US), long a laggard in US telecoms but negotiating a merger with T-Mobile (TMUS US) and allowing Softbank a graceful exit…

Softbank's US Strategy Shifts Again as Consolidation Spurned and Sprint Retained.

Asia and Global Semiconductor and Tech Research

Andrew Lu

<h2>Summary</h2>Despite we are seeing a major sell-off in US semiconductor index to decline 2% overnight to 1,295 and <a href="https://www.smartkarma.com/entities/5891" target="_blank" data-smartkarma-citation="entities:5891:1">Nvidia Corp (NVDA US)</a> to fall 1.84% before earnings (please see our earlier report "<a href="https://www.smartkarma.com/insights/semiconductor-couple-of-early-signs-confirm-a-seasonal-correction-to-kick-in" target="_blank" data-smartkarma-citation="insights:14682">Semiconductor - Couple of Early Signs Confirm a Seasonal Correction to Kick In"</a>, Nvidia reports a double-digit sales/EPS beat result and provides a nearly double-digit sales/EPS beat guidance. On the back of Nvidia's dominated platform position on AI training and inferencing and autonomous driving with…

SummaryDespite we are seeing a major sell-off in US semiconductor index to decline 2% overnight to 1,295 and Nvidia Corp (NVDA US) to fall 1.84% before earnings (please see our earlier report "Semiconductor - Couple of Early Signs Confirm a Seasonal Correction to Kick In", Nvidia reports a double-digit sales/EPS beat result and provides a nearly double-digit sales/EPS beat guidance. On the back of Nvidia's dominated platform position on AI training and inferencing and autonomous driving with…

Nvidia - Another Double-Digit Sales/EPS Beat for Gaming and Datacenter

Just three days ago, we had the shock announcement from <a href="https://www.smartkarma.com/entities/16764" target="_blank" data-smartkarma-citation="entities:16764:1">Intel Corp (INTC US)</a> that they would be using a custom GPU core from <a href="https://www.smartkarma.com/entities/19009" target="_blank" data-smartkarma-citation="entities:19009:1">Advanced Micro Devices (AMD US)</a> in a forthcoming mobile CPU product release which we discussed here <a href="https://www.smartkarma.com/insights/intel-amd-gang-up-on-nvidia" target="_blank" data-smartkarma-citation="insights:15111">Intel, AMD Gang Up on NVIDIA</a>. In another bombshell,  Intel yesterday <a href="https://newsroom.intel.com/news-releases/raja-koduri-joins-intel/" target="_blank">announced</a> that they were hiring AMD's senior vice president and chief architect of the Radeon Technologies Group, Raja Koduri. His new role at Intel will be chief architect and senior vice president of the…

Just three days ago, we had the shock announcement from Intel Corp (INTC US) that they would be using a custom GPU core from Advanced Micro Devices (AMD US) in a forthcoming mobile CPU product release which we discussed here Intel, AMD Gang Up on NVIDIA. In another bombshell,  Intel yesterday announced that they were hiring AMD's senior vice president and chief architect of the Radeon Technologies Group, Raja Koduri. His new role at Intel will be chief architect and senior vice president of the…

Intel Poaches AMD's GPU Guru. Watch Out NVIDIA!

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

Rotation is alive and well. Once-dormant Sectors and Groups are helping propel the market to new highs. While Tech, the overachiever, continues to lead, we’re finally seeing the Energy  Sector contribute. And other economically sensitive Groups, like Casinos and Engineering &amp; Construction, are bullishly inflecting, confirming the risk-on message. Combined, this is (1) a positive sign for the market, and (2) actionable.In today’s report we highlight ideas within the following Groups: Engineering &amp; Construction, Semiconductors, and Auto Dealers.

Rotation is alive and well. Once-dormant Sectors and Groups are helping propel the market to new highs. While Tech, the overachiever, continues to lead, we’re finally seeing the Energy  Sector contribute. And other economically sensitive Groups, like Casinos and Engineering &amp; Construction, are bullishly inflecting, confirming the risk-on message. Combined, this is (1) a positive sign for the market, and (2) actionable.In today’s report we highlight ideas within the following Groups: Engineering &amp; Construction, Semiconductors, and Auto Dealers.

U.S. Equity Strategy: Cyclicals Continue to Lead; Energy Is Bottoming.

United States

NVIDIA Corporation designs, develops, and markets three dimensional (3D) graphics processors and related software.  The Company's products provide interactive 3D graphics to the mainstream personal computer market.

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NVIDIA Corp (NVDA US)

Intel's Shocking HPC Roadmap Reset

In a surprise revelation, tucked away neatly in a blog post in advance of this week's SuperComputing Conference (SC17), we learned that Intel Corp...

William Keating

Softbank's US Strategy Shifts Again as Consolidation Spurned and Sprint Retained.

Softbank (9984 JP) had a great run until very recently. Its stake in Alibaba (BABA US) continues to rise in value, the market has forgiven ARM for...

New Street Research

Nvidia - Another Double-Digit Sales/EPS Beat for Gaming and Datacenter

SummaryDespite we are seeing a major sell-off in US semiconductor index to decline 2% overnight to 1,295 and Nvidia Corp (NVDA US) to fall 1.84%...

Andrew Lu

Intel Poaches AMD's GPU Guru. Watch Out NVIDIA!

Just three days ago, we had the shock announcement from Intel Corp (INTC US) that they would be using a custom GPU core from Advanced Micro Devices...

William Keating

U.S. Equity Strategy: Cyclicals Continue to Lead; Energy Is Bottoming.

Rotation is alive and well. Once-dormant Sectors and Groups are helping propel the market to new highs. While Tech, the overachiever, continues to...

Vermilion Research

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