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 move, <a href="https://www.smartkarma.com/entities/16764" target="_blank" data-smartkarma-citation="entities:16764:1">Intel Corp (INTC US)</a> former president, Renee James, yesterday launched a new startup company called Ampere, focused on developing ARM-based servers CPUs for the data center market- details from Fortune magazine <a href="http://fortune.com/2018/02/05/intel-president-renee-james-ampere-computing/" target="_blank">here</a>. In the wake of former CEO Paul Otellini's decision to retire from Intel in 2013, James collaborated with Brian Krzanich to put a joint proposal to the Intel board of directors on how they could jointly run the company. The result of that proposal saw Krzanich…

In a surprise move, Intel Corp (INTC US) former president, Renee James, yesterday launched a new startup company called Ampere, focused on developing ARM-based servers CPUs for the data center market- details from Fortune magazine here. In the wake of former CEO Paul Otellini's decision to retire from Intel in 2013, James collaborated with Brian Krzanich to put a joint proposal to the Intel board of directors on how they could jointly run the company. The result of that proposal saw Krzanich…

Intel's Former President Launches ARM-Based Server Startup

M&A Reporting, CTFN

Jonathan Spitzer

M&A Reporting

CTFN

Bringing the marketplace leading coverage of mergers, events, and major corporate actions, CTFN has a team of seasoned reporters from Los Angeles to London, publishing news that advances stories that matter to event-driven investors and deal professionals.

Event-Driven

Marvell Technology’s November 20 announced acquisition of Cavium is not expected to run into antitrust hurdles, but the $6 billion cash-and-stock transaction is expected to experience a lengthy review from US and Chinese trade regulators, CFIUS attorneys told CTFN.

Marvell Technology’s November 20 announced acquisition of Cavium is not expected to run into antitrust hurdles, but the $6 billion cash-and-stock transaction is expected to experience a lengthy review from US and Chinese trade regulators, CFIUS attorneys told CTFN.

Cavium/Marvell Could See Extended Review from US and Chinese Trade Regulators

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

A review of Vermilion's Sector Rankings (RSR) reveals Cap-weighted Groups, as a whole, ranking better than average-weighted (or equal-weighted), reflecting the S&amp;P 500's outperformance relative to the Russell 2000.  We share comments on a number of sectors and highlight bottoms-up ideas in the semiconductor and software space.

A review of Vermilion's Sector Rankings (RSR) reveals Cap-weighted Groups, as a whole, ranking better than average-weighted (or equal-weighted), reflecting the S&amp;P 500's outperformance relative to the Russell 2000.  We share comments on a number of sectors and highlight bottoms-up ideas in the semiconductor and software space.

United States

Marvell Technology, Inc. develops and produces semiconductors and related technology. The Company offers security and networking platform, secure data processing, networking, and storage solutions. Marvell Technology serves customers worldwide.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Marvell Technology (MRVL US)

Intel's Former President Launches ARM-Based Server Startup

In a surprise move, Intel Corp (INTC US) former president, Renee James, yesterday launched a new startup company called Ampere, focused on...

William Keating

Cavium/Marvell Could See Extended Review from US and Chinese Trade Regulators

Marvell Technology’s November 20 announced acquisition of Cavium is not expected to run into antitrust hurdles, but the $6 billion cash-and-stock...

CTFN

U.S. Equity Sector Rankings

A review of Vermilion's Sector Rankings (RSR) reveals Cap-weighted Groups, as a whole, ranking betterthan average-weighted (or equal-weighted),...

Vermilion Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)