Analysis: Nvidia refocuses it’s Tegra program
No, not what they said in the analyst call, this is different
According to their latest quarterly analyst call, Nvidia has narrowed it’s Tegra program to just two markets. SemiAccurate’s analysis shows that while technically true, it is only so for the very short term.
Note: The following is analysis for professional level subscribers only.
Disclosures: Charlie Demerjian and Stone Arch Networking Services, Inc. have no consulting relationships, investment relationships, or hold any investment positions with any of the companies mentioned in this report.
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Charlie Demerjian is the founder of Stone Arch Networking Services and SemiAccurate.com. SemiAccurate.com is a technology news site; addressing hardware design, software selection, customization, securing and maintenance, with over one million views per month. He is a technologist and analyst specializing in semiconductors, system and network architecture. As head writer of SemiAccurate.com, he regularly advises writers, analysts, and industry executives on technical matters and long lead industry trends. Charlie is also available through Guidepoint
and Mosaic. FullyAccurate