Semiconductor Analysis & Research, Ingenuity

Semicon Alpha

Review latest developments in semi, key indicators, review WFE, Silicon Wafers, Memory, CPU/GPU, Foundry, forecast etc.

Semiconductor Analysis & Research

Rebellions: Challenging Nvidia in the AI-Powered Semiconductor Chips

Graphcore. A Cautionary Tale For Would-Be NVIDIA Challengers

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. 

Equity Bottom-Up

<ul><li>NVIDIA yesterday reported Q4 2022 revenues of $6.05 billion, in line with their forecast, down 21% from a year ago and up 2% sequentially.</li><li>Interestingly, NVIDIA’s current downturn is playing out almost exactly like their previous downturn back in 2019 as can clearly be seen in the above chart.</li><li>We expect to see this same recovery pattern continue throughout the remainder of 2023.</li></ul>

NVIDIA yesterday reported Q4 2022 revenues of $6.05 billion, in line with their forecast, down 21% from a year ago and up 2% sequentially.Interestingly, NVIDIA’s current downturn is playing out almost exactly like their previous downturn back in 2019 as can clearly be seen in the above chart.We expect to see this same recovery pattern continue throughout the remainder of 2023.

NVIDIA Corp

NVIDIA Rebounds On ChatGPT Surge