Technology Stocks This Week: Nvidia (NVDA) Doubles Down on Data Center, Key Tech Players …

In case there were any remaining doubts about the future of computing in the data center, those doubts were removed this week thanks to two major …

In case there were any remaining doubts about the future of computing in the data center, those doubts were removed this week thanks to two major announcements highlighting the role of connectivity across computing elements. In a word, it’s heterogeneous.

The biggest news was the surprise announcement from Nvidia (NVDA) about its proposed $6.9 billion purchase of Israel-based Mellanox (MLNX), a company best known for making high-performance networking and interconnect chips and cards for servers and other data center components. In a deal that’s largely seen as being complementary and financially accretive to Nvidia’s revenues, the GPU maker is looking to add Mellanox’s strength and position in providing networking elements into high-performance computing systems to its growing data center offerings.

Specifically, Mellanox is known as being a critical enabler for what’s often called east-to-west networking across servers within data centers. The explosive demand for this kind of capability is being driven, in large part, because of the growth of Docker-style containers, which are a critical enabling technology for advanced workloads such as AI training and advanced analytics. Many of these advanced applications spread their computing requirements across different servers through the use of containers, which enable larger applications to be split up into smaller software components. These applications often require large chunks of data to be shared across multiple servers and processed simultaneously via high-speed network connections. That’s exactly the Mellanox technology that Nvidia wants to be able to leverage for future data center business growth. (In fact, Nvidia uses Mellanox components in its DGX line of general-purpose GPU (GPGPU) powered servers and workstations.)

Nvidia’s interest also is being driven by the nature of how computing in the data center is evolving. The underlying principle is that advanced workloads like AI need to be architected in new ways, especially as Moore’s Law advancements have slowed the speed increases that were previously available to new generations of chips. In particular, in order to maintain performance advancements and provide the kind of computing power necessary for these workloads, these workloads are going to have to split across multiple chips, multiple chip architectures, and multiple servers. In other words, they need a heterogeneous computing environment.

Those same principles also are what drove the other data center-related announcement yesterday from Intel (INTC) and a number of other major data center players including Dell EMC, Hewlett-Packard Enterprise, Microsoft, Cisco, Google, Facebook , Huawei, and Alibaba. Specifically, they announced the creation of the Compute Express Link (CXL) Consortium and the 1.0 release of the CXL specification for high-speed interconnect between CPUs and accelerator chips. Leveraging the physical and electrical interconnect capabilities of the upcoming PCI 5.0 spec, CXL consists of a protocol that allows for a cache coherent, shared memory architecture that permits the shuttling of data between CPUs and various type of other chips, including TPUs, GPUs, FPGAs, and other types of AI accelerators. Again, the idea is that advanced data center workloads are becoming increasingly diverse and will require new types of chip architectures and computing models to achieve better performance over time.

At a basic level, the difference between the two announcements is that the Mellanox/Nvidia technology operates at a higher level between devices, whereas the CXL protocol works at the chip level within devices. In theory, the two could work together, with CXL-enabled servers communicating with each other over high-speed network links.

Though it’s early, the CXL announcement looks like it could have an important impact on the evolution of data center computing. But to be clear, a number of challenges still remain. For one, CXL already faces a competitor in the CCIX standard (which Mellanox happens to be part of), and Nvidia offers its own NVLink standard for fast GPU-to-GPU connections. In addition, AMD’s Infinity Fabric seems to offer similar capabilities. If other CPU vendors like AMD and Arm (and its licensees) sign onto the CXL standard, however, that would clearly have a big impact on its adoption, so this will be interesting to watch.

On the potential Nvidia Mellanox merger, the one big question (other than the necessary geographic approvals and the potential geopolitical implications) is whether or not the purchase could drive Intel and other big players in the data center space to work more with other networking suppliers. Only time will tell on that front.

What’s also interesting about both announcements is that they clearly highlight the evolution of data center computing away from simply adding more, faster x86-based CPU cores to individual servers to a much more complex mesh of computing pieces connected together across the data center. It’s heterogeneous computing coming to life from two different perspectives and yet they both clearly point to an important evolution of how computing is starting to be done in data centers around the world.

Disclaimer: Some of the author’s clients are vendors in the tech industry.

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Global Field Programmable Gate Arrays (FPGA) Market Insights 2019-2027: Altera, Xilinx …

The leading market players are Altera, Xilinx, Microsemi, Lattice Semiconductor, Achronix Semiconductor Corp, QuickLogic, Atmel, SiliconBlue …

The global “Field Programmable Gate Arrays (FPGA) market” report provides a penetrating analysis of the Field Programmable Gate Arrays (FPGA) market. The report offers a concise outline of the market and describes the main terminologies of the market. The report has enclosed few of the prominent players in the global Field Programmable Gate Arrays (FPGA) market along with their share in the market to evaluate their development during the forecast duration. In this report, the global Field Programmable Gate Arrays (FPGA) market is valued at USD XX million in 2018 and is expected to reach USD XX million by the end of 2025, growing at a CAGR of XX% between 2019 and 2025. The leading market players are Altera, Xilinx, Microsemi, Lattice Semiconductor, Achronix Semiconductor Corp, QuickLogic, Atmel, SiliconBlue Technologie, Intel, Tabula, Texas Instruments, Silego, Cypress Semiconductor, Aeroflex. The report also takes into account the latest enhancements while foretelling the expansion of the key players.

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The report also evaluates the Field Programmable Gate Arrays (FPGA) market size in the last few years. The study evaluates the global Field Programmable Gate Arrays (FPGA) market in terms of revenue [USD Million] and volume [k MT]. Further, the report also embraces the key restraints and drivers influencing the market growth as well as finds out the evaluation of the market for the forecast period. The report also entails the rising trends coupled with the major avenues for the growth of the Field Programmable Gate Arrays (FPGA) market. Furthermore, The report presents a detailed segmentation Low Density FPGA, High Density FPGA, Market Trend by Application Medical Electronics, Aerospace and Defense, Consumer Electronics, Automotive, Wireless Communications, Industrial, Others of the global market based on technology, product type, application, and various processes and systems. The report contains information on a large number of highly reputed organizations, vendors, and manufacturers in the global Field Programmable Gate Arrays (FPGA) market.

Moreover, the complete value chain of the market is also presented in the report coupled with the analysis of the downstream and upstream elements of the market. The global Field Programmable Gate Arrays (FPGA) market is classified based on the types of product and the end-user application segments. The market analysis determines the growth of every segment of the Field Programmable Gate Arrays (FPGA) market mentioned in the report. The data presented in the report is a compilation from diverse industry bodies to estimate the development of the segments in the coming period.

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The report also assesses the market growth across major regional segments. The global Field Programmable Gate Arrays (FPGA) market is classified on the basis of geography as Europe, Asia Pacific, Latin America, North America, and Middle East & Africa. Apart from this, the report also covers the competitive scenario existing in the global Field Programmable Gate Arrays (FPGA) market.

There are 15 Chapters to display the Global Field Programmable Gate Arrays (FPGA) market

Chapter 1, Definition, Specifications and Classification of Field Programmable Gate Arrays (FPGA) , Applications of Field Programmable Gate Arrays (FPGA) , Market Segment by Regions;

Chapter 2, Manufacturing Cost Structure, Raw Material and Suppliers, Manufacturing Process, Industry Chain Structure;

Chapter 3, Technical Data and Manufacturing Plants Analysis of Field Programmable Gate Arrays (FPGA) , Capacity and Commercial Production Date, Manufacturing Plants Distribution, R&D Status and Technology Source, Raw Materials Sources Analysis;

Chapter 4, Overall Market Analysis, Capacity Analysis (Company Segment), Sales Analysis (Company Segment), Sales Price Analysis (Company Segment);

Chapter 5 and 6, Regional Market Analysis that includes United States, China, Europe, Japan, Korea & Taiwan, Field Programmable Gate Arrays (FPGA) Segment Market Analysis (by Type);

Chapter 7 and 8, The Field Programmable Gate Arrays (FPGA) Segment Market Analysis (by Application) Major Manufacturers Analysis of Field Programmable Gate Arrays (FPGA) ;

Chapter 9, Market Trend Analysis, Regional Market Trend, Market Trend by Product Type Low Density FPGA, High Density FPGA, Market Trend by Application Medical Electronics, Aerospace and Defense, Consumer Electronics, Automotive, Wireless Communications, Industrial, Others;

Chapter 10, Regional Marketing Type Analysis, International Trade Type Analysis, Supply Chain Analysis;

Chapter 11, The Consumers Analysis of Global Field Programmable Gate Arrays (FPGA) ;

Chapter 12, Field Programmable Gate Arrays (FPGA) Research Findings and Conclusion, Appendix, methodology and data source;

Chapter 13, 14 and 15, Field Programmable Gate Arrays (FPGA) sales channel, distributors, traders, dealers, Research Findings and Conclusion, appendix and data source.

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Field-Programmable Gate Array Market 2019: Major key Players – Altera (Intel), Xilinx, Lattice …

The Major Players Covered in this Report: Altera (Intel), Xilinx, Lattice Semiconductor, Microsemi Corporation, Achronix Semiconductor Corp, Aeroflex …
Field-Programmable Gate Array Market
Field-Programmable Gate Array Market

Industrial Growth Forecast Report Field-Programmable Gate Array Market 2019-2025:

The Global Field-Programmable Gate Array Market Report provides Insightful information to the clients enhancing their basic leadership capacity identified with the worldwide Field-Programmable Gate Array Market business, including market dynamics, segmentation, competition, and regional growth. Each section of the report reveals critical information about the global Field-Programmable Gate Array market that could be used to ensure strong growth in the coming years. All of the segments included in the report are studied on the basis of different factors such as Field-Programmable Gate Array market share, consumption, revenue, and growth rate. The global Field-Programmable Gate Array market is valued at million US$ in 2018 is expected to reach million US$ by the end of 2025, growing at a CAGR of during 2019-2025.

Research Report provides in-depth information and professional study of Field-Programmable Gate Array Industry. The regional analysis provided in the research study offers a complete study on the growth of the global Field-Programmable Gate Array market in different regions and countries. Readers are also provided with comprehensive competitive analysis, which includes detailed profiling of leading Manufactures operating in the global Field-Programmable Gate Array market. The report has a dedicated section for market dynamics where market influence factors, Field-Programmable Gate Array market growth drivers, restraints, challenges, trends, and opportunities are broadly discussed.

The Major Players Covered in this Report: Altera (Intel), Xilinx, Lattice Semiconductor, Microsemi Corporation, Achronix Semiconductor Corp, Aeroflex Inc, Atmel Corporation, Cypress Semiconductor, Texas Instruments & More.

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By the product type, the market is primarily split into

SRAM Programmed

Antifuse Programmed

EEPROM Programmed

By the end users/application, this report covers the following segments

Communications Applications

Data Center Applications

Automotive Applications

Industrial Applications

Other

Regional Analysis For Field-Programmable Gate Array Market:

North America (United States, Canada and Mexico)

Europe (Germany, France, UK, Russia and Italy)

Asia-Pacific (China, Japan, Korea, India and Southeast Asia)

South America (Brazil, Argentina, Colombia etc.)

Middle East and Africa (Saudi Arabia, UAE, Egypt, Nigeria and South Africa)

Market Segments:

The global Field-Programmable Gate Array market is segmented on the basis of a type of product, application, and region. The analysts authoring the report provide a meticulous evaluation of all of the segments included in the report. The segments are studied keeping in view their market share, revenue, market growth rate, and other vital factors. The segmentation study equips interested parties to identify high-growth portions of the global Field-Programmable Gate Array market and understand how the leading segments could grow during the forecast period.

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Reasons to buy:

  • In-depth analysis of the market on the global and regional level.
  • Major changes in market dynamics and competitive landscape.
  • Segmentation on the basis of type, application, geography and others.
  • Historical and future market research in terms of size, share, growth, volume & sales.
  • Major changes and assessment in market dynamics & developments.
  • Industry size & share analysis with industry growth and trends.
  • Emerging key segments and regions
  • Key business strategies by major market players and their key methods.
  • The research report covers size, share, trends and growth analysis of the Field-Programmable Gate Array Market on the global and regional level.

Table of Contents:

Study Coverage: It includes key manufacturers covered, key market segments, the scope of products offered in the global Field-Programmable Gate Array market, years considered, and study objectives. Additionally, it touches the segmentation study provided in the report on the basis of the type of product and application.

Executive Summary: It gives a summary of key studies, market growth rate, competitive landscape, market drivers, trends, and issues, and macroscopic indicators.

Production by Region: Here, the report provides information related to import and export, production, revenue, and key players of all regional markets studied.

Profile of Manufacturers: Each player profiled in this section is studied on the basis of SWOT analysis, their products, production, value, capacity, and other vital factors.

This report considers the below mentioned key questions:

Q.1. What are some of the most favorable, high-growth prospects for the global Field-Programmable Gate Array market?

Q.2. Which products segments will grow at a faster rate throughout the forecast period and why?

Q.3. Which geography will grow at a faster rate and why?

Q.4. What are the major factors impacting market prospects? What are the driving factors, restraints, and challenges in this Field-Programmable Gate Array market?

Q.5. What are the challenges and competitive threats to the market?

Q.6. What are the evolving trends in this Field-Programmable Gate Array market and the reasons behind their emergence?

Q.7. What are some of the changing customer demands in the Field-Programmable Gate Array Industry market?

Q.8. What are the new growth prospects in the Field-Programmable Gate Array market and which competitors are showing prominent results in these prospects?

Q.9. Who are the leading pioneers in this Field-Programmable Gate Array market? What tactical initiatives are being taken by major companies for growth?

Q.10. What are some of the competing products in this Field-Programmable Gate Array market and how big of a threat do they pose for loss of market share by product substitution?

Q.11. What M&A activity has taken place in the historical years in this Field-Programmable Gate Array market?

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To conclude, the Field-Programmable Gate Array Industry report mentions the key geographies, market landscapes alongside the product price, revenue, volume, production, supply, demand, market growth rate, and forecast etc. This report also provides SWOT analysis, investment feasibility analysis, and investment return analysis.

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Global High-End FPGA Market Insights Report 2019-2027: Xilinx , Intel , Microsemi , Lattice …

The “High-End FPGA Market” report gives an informative picture of the High-End FPGA market by the system, consolidation, and investigation of study …

The “High-End FPGA Market” report gives an informative picture of the High-End FPGA market by the system, consolidation, and investigation of study and information fetched from different sources. The High-End FPGA market report comprises a whole market and seller circumstance other than a SWOT examination of the top players Xilinx

, Intel

, Microsemi

, Lattice Semiconductor

, Quicklogic

, TSMC

, Microchip

, S2C, Inc.

, United Microelectronics

, Cypress Semiconductor

, Achronix

, Globalfoundries

, Celerix Technologies

, Emupro

, National Instruments. Subsequently, the details given are quite extending, unsurprising, and the result of wide research.

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The report presents a demand for individual segment in each region. It demonstrates various segments SRAM

, Flash

, Antifuse and sub-segments Telecommunications

, Consumer Electronics

, Automotive

, Industrial

, Military and Aerospace

, Data Center and Computing

, Healthcare

, Others of the global High-End FPGA market. This report explains each motivation behind the inclusive High-End FPGA market, beginning from the fundamental market information to different perspectives on which the overall market is masterminded. The widespread of High-End FPGA market is studied in the report that includes all factors impacting the High-End FPGA advertise improvement and original update that can strengthen the High-End FPGA durability. The report offers the possibility of obvious factors and examples affecting the dynamic course of the overall High-End FPGA market. An assessment of the impact of government standards and controls on the High-End FPGA market exercises is associated with this report.

The qualities and execution of the High-End FPGA market are arranged to rely upon the emotional and quantitative procedure to give a clear image of the present and future estimation. An exact topographical examination of the High-End FPGA market has been done in this report. The High-End FPGA market report is effective with graphs, figures, and numbers which shows the status of the explicit business on the neighborhood and overall stage.

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The High-End FPGA market report gives a pinpoint examination of centered components that are changing and keeps the clients before other contenders. Moreover, the report is similarly organized with the gauge for CAGR (Compound Annual Growth Rate) for the High-End FPGA market in the percentage rate for the unmistakable time run.

There are 15 Chapters to display the Global High-End FPGA market

Chapter 1, Definition, Specifications and Classification of High-End FPGA , Applications of High-End FPGA , Market Segment by Regions;

Chapter 2, Manufacturing Cost Structure, Raw Material and Suppliers, Manufacturing Process, Industry Chain Structure;

Chapter 3, Technical Data and Manufacturing Plants Analysis of High-End FPGA , Capacity and Commercial Production Date, Manufacturing Plants Distribution, R&D Status and Technology Source, Raw Materials Sources Analysis;

Chapter 4, Overall Market Analysis, Capacity Analysis (Company Segment), Sales Analysis (Company Segment), Sales Price Analysis (Company Segment);

Chapter 5 and 6, Regional Market Analysis that includes United States, China, Europe, Japan, Korea & Taiwan, High-End FPGA Segment Market Analysis (by Type);

Chapter 7 and 8, The High-End FPGA Segment Market Analysis (by Application) Major Manufacturers Analysis of High-End FPGA ;

Chapter 9, Market Trend Analysis, Regional Market Trend, Market Trend by Product Type SRAM

, Flash

, Antifuse, Market Trend by Application Telecommunications

, Consumer Electronics

, Automotive

, Industrial

, Military and Aerospace

, Data Center and Computing

, Healthcare

, Others;

Chapter 10, Regional Marketing Type Analysis, International Trade Type Analysis, Supply Chain Analysis;

Chapter 11, The Consumers Analysis of Global High-End FPGA ;

Chapter 12, High-End FPGA Research Findings and Conclusion, Appendix, methodology and data source;

Chapter 13, 14 and 15, High-End FPGA sales channel, distributors, traders, dealers, Research Findings and Conclusion, appendix and data source.

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Reasons for Buying High-End FPGA market

This report provides pin-point analysis for changing competitive dynamics

It provides a forward looking perspective on different factors driving or restraining market growth

It provides a six-year forecast assessed on the basis of how the market is predicted to grow

It helps in understanding the key product segments and their future

It provides pin point analysis of changing competition dynamics and keeps you ahead of competitors

It helps in making informed business decisions by having complete insights of market and by making in-depth analysis of market segments

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Hardware Reconfigurable Devices Market Analysis and Market Application 2018-2023

… Inc,Altera Corporation,Lattice Semiconductor Corporation,SiliconBlue Technologies,Microsemi Corporation,Achronix Semiconductor Co,. And More …

Hardware Reconfigurable Devices

The Global Hardware Reconfigurable Devices Market report gives a clear picture of the current market scenario which includes historical and projected market size in terms of value and volume, technological advancement and governing factors in the market.

Hardware Reconfigurable Devices Market competition by top manufacturers/ Key player/ Economy by Business Leaders: Freescale Semiconductors,Infineon Technologies AG,Analog Devices,Texas Instruments,STMicroelectronics,Atmel Corporation,Broadcom Corporation,NVIDIA Corporation,Microchip Technologies,Micrel Inc,Actel Corporation,Xilinx Inc,Altera Corporation,Lattice Semiconductor Corporation,SiliconBlue Technologies,Microsemi Corporation,Achronix Semiconductor Co,. And More……

Hardware Reconfigurable Devices is expected to grow at a CAGR of roughly xx% over the next five years, will reach xx million US$ in 2023, from xx million US$ in 2018, according to a new GIR (Global Info Research) study.

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Overview of the Hardware Reconfigurable Devices Market:-

Hardware reconfigurable devices are the ones in which the functionality and the connection between the logic gates are customizable. These devices have found their way majorly into consumer electronics through personal computers, cell phones and other devices. Hardware Reconfigurable devices combine some of the flexibility of software with the high performance of hardware by processing with very flexible high speed computing fabrics like field-programmable gate arrays (FPGAs).

Major classifications are as follows:

  • On-chip memory
  • Auto-sequencing memory (ASM)
  • Reconfigurable Computer
  • System Memory/Host Memory
  • Others

    Major applications are as follows:

  • Simulation
  • Computing
  • Others

    The scope of the Hardware Reconfigurable Devices Market Report: This report focuses on the Hardware Reconfigurable Devices in global market, especially in North America, Europe and Asia-Pacific, South America, Middle East and Africa. This report categorizes the market based on manufacturers, regions, type and application.The worldwide market for Hardware Reconfigurable Devices is expected to grow at a CAGR of roughly xx% over the next five years, will reach xx million US$ in 2023, from xx million US$ in 2018, according to a new GIR (Global Info Research) study.

    Hardware Reconfigurable Devices Market Segment by Regions, regional analysis covers

    • North America (the USA, Canada, and Mexico)
    • Europe (Germany, France, UK, Russia, and Italy)
    • Asia-Pacific (China, Japan, Korea, India, and Southeast Asia)
    • South America (Brazil, Argentina, Columbia etc.)
    • The Middle East and Africa (Saudi Arabia, UAE, Egypt, Nigeria, and South Africa)

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    The main points are described in details which are covered in this Market Report: –

    Market Overview: Scope & Product Overview, Classification of Hardware Reconfigurable Devices by Product Category (Market Size (Sales), Market Share Comparison by Type (Product Category)), Hardware Reconfigurable Devices Market by Application/End Users (Sales (Volume) and Market Share Comparison by Application), Market by Region (Market Size (Value) Comparison by Region, Status and Prospect (2018-2023)).

    Hardware Reconfigurable Devices Market by Competition by Players/Suppliers, Type, and Application: Competition by Players/Suppliers, Region, Types & Applications (Sales and Market Share, Revenue and Share Volume and Value)

    Hardware Reconfigurable Devices Players/Suppliers Profiles and Sales Data: Company, Company Basic Information, Manufacturing Base and Competitors, Product Category, Application and Specification with Sales, Revenue, Price and Gross Margin, Main Business/Business Overview.

    Have any special requirement on above Hardware Reconfigurable Devices market report? Ask our Industry Expert @ https://www.360marketupdates.com/enquiry/pre-order-enquiry/13121404

    Hardware Reconfigurable Devices Market by Manufacturing Cost Analysis: Key Raw Materials Analysis, Price Trend of Key Raw Materials, Key Suppliers of Raw Materials, Market Concentration Rate of Raw Materials, Proportion of Manufacturing Cost Structure (Raw Materials, Labour Cost), Manufacturing Process Analysis

    Industrial Chain, Sourcing Strategy and Downstream Buyers: Industrial Chain Analysis, Upstream Raw Materials Sourcing, Raw Materials Sources, Downstream Buyers

    Marketing Strategy Analysis, Distributors/Traders: Marketing Channel (Direct & Indirect Marketing), Marketing Channel Development Trend, Market Positioning (Pricing Strategy, Brand Strategy, Target Client), Distributors/Traders List

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