The Innovator's Dilemma Dagger Aimed at AMD and nVidia's Heart
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
- 1.8V/3.3V I/O Library with 5V ODIO & Analog in TSMC 16nm
- ESD Solutions for Multi-Gigabit SerDes in TSMC 28nm
- High-Speed 3.3V I/O library with 8kV ESD Protection in TSPCo 65nm
- Verification IP for DisplayPort/eDP
- Wirebond Digital and Analog Library in TSMC 65nm
Related Blogs
- Is NVIDIA in a Panic? If so, what about AMD? Other fabless companies?
- Will Apple Choose AMD's Fusion Chips Over NVIDIA?
- AMD Bobcat, Intel Atom, ARM IP ...
- Qualcomm, AMD head top 25 fabless IC suppliers for 2009; Taiwan firms finish strong!
Latest Blogs
- Half of the Compute Shipped to Top Hyperscalers in 2025 will be Arm-based
- Industry's First Verification IP for Display Port Automotive Extensions (DP AE)
- IMG DXT GPU: A Game-Changer for Gaming Smartphones
- Rivos and Canonical partner to deliver scalable RISC-V solutions in Data Centers and enable an enterprise-grade Ubuntu experience across Rivos platforms
- ReRAM-Powered Edge AI: A Game-Changer for Energy Efficiency, Cost, and Security