The Innovator's Dilemma Dagger Aimed at AMD and nVidia's Heart
January 16, 2012
There is one semiconductor company that for the last 3 years has outperformed ARM and more than doubled in stock price relative to Apple. They are everywhere but barely known to most. The success of this company in the coming year though could result in the leveling of AMD and nVidia as they try to adjust to the economics of the mobile Tsunami, which means the commoditization of application processors. The company is Imagination Technologies, whose graphics IP is in many mobile processors including Apple’s ARM family and Intel’s latest Atom processors.
To read the full article, click here
Related Semiconductor IP
- NPU IP Core for Mobile
- NPU IP Core for Edge
- Specialized Video Processing NPU IP
- HYPERBUS™ Memory Controller
- AV1 Video Encoder IP
Related Blogs
- Is NVIDIA in a Panic? If so, what about AMD? Other fabless companies?
- Will Apple Choose AMD's Fusion Chips Over NVIDIA?
- Qualcomm, AMD head top 25 fabless IC suppliers for 2009; Taiwan firms finish strong!
- Windows On ARM: For Intel (And AMD And Via), Probably No Cause For Alarm
Latest Blogs
- Cadence Extends Support for Automotive Solutions on Arm Zena Compute Subsystems
- The Role of GPU in AI: Tech Impact & Imagination Technologies
- Time-of-Flight Decoding with Tensilica Vision DSPs - AI's Role in ToF Decoding
- Synopsys Expands Collaboration with Arm to Accelerate the Automotive Industry’s Transformation to Software-Defined Vehicles
- Deep Robotics and Arm Power the Future of Autonomous Mobility