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.
Related Semiconductor IP
- RISC-V CPU IP
- AES GCM IP Core
- High Speed Ethernet Quad 10G to 100G PCS
- High Speed Ethernet Gen-2 Quad 100G PCS IP
- High Speed Ethernet 4/2/1-Lane 100G PCS
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
- Why Choose Hard IP for Embedded FPGA in Aerospace and Defense Applications
- Migrating the CPU IP Development from MIPS to RISC-V Instruction Set Architecture
- Quintauris: Accelerating RISC-V Innovation for next-gen Hardware
- Say Goodbye to Limits and Hello to Freedom of Scalability in the MIPS P8700
- Why is Hard IP a Better Solution for Embedded FPGA (eFPGA) Technology?