In August of this year, NVIDIA reported on the financial results of the quarter, which exceeded expectations, but the company gave a mixed forecast for the current quarter, and this could alert analysts. Representatives of SunTrust, who are now quoted by the resource, were not included in their number. . According to experts, NVIDIA has a strong position in the segment of server components, gaming graphics cards and solutions for autonomous driving. Demand for core products in these segments is starting to return to growth, and this allows us to count on NVIDIA's revenue growth in the coming months.
Even more intriguing is another comment from SunTrust experts. In order to increase profit margins without being able to drive up the price of their products, they said, NVIDIA began to pressure suppliers to lower the prices of their products and services. Who can be attributed to the number of these "hostages of the situation"? You can't take much from memory manufacturers now, they themselves are going through hard times. There are still contract manufacturers of graphics processors, as well as contractors who install and test finished NVIDIA products.
In the annual report, the company openly mentions that it uses the services of both TSMC and Samsung. This summer, we have heard this statement several times and verbally from NVIDIA representatives at various levels, including the corporation's financial director. These comments related to the possibility of moving to a 7nm process, which the company has not yet openly discussed, but makes it clear that it considers TSMC and Samsung as equal partners in the development of each new stage of lithography. NVIDIA can put pressure on them now in order to get the best price for contract services. Moreover, the company does not pursue advanced technical processes, and therefore can bargain.
Source: 3dnews.ru