Opportunity

The Semiconductor Shortage Is An Opportunity To Create A Win-Win Situation For Mexico And US

According to the Banco de México, Mexico’s central bank, stoppages in the nation’s automotive industry as a result of the global semiconductor chip shortage could cost Mexico up to 1% of the expected growth of the Gross Domestic Product (GDP) by the end of 2021.

The semiconductor shortage is hitting many industrial sectors hard, but the automotive industry has been hit much harder than others. This is because semiconductors are an indispensable component for auto manufacturers since they need them for a wide variety of in-vehicle systems such as security, navigation and entertainment. A combination of events such as the suspension of operations in factories and ports in Asia due to the pandemic and the increase in demand from the technology industry (especially cell phone companies, computers, and video game consoles) all led to a surplus of demand for this one component. This in turn has resulted in shortages in

Read More

5-Star Analyst Sees Big Opportunity for Nvidia in the Automotive Sector

Nvidia’s (NVDA) recent market trouncing performance has rested on several key drivers. Namely, the outstanding growth of its data center segment, which over the last few quarters has been closing the gap on Nvidia’s biggest revenue generator, gaming, and a “friendly” macro environment which has played to the GPU leader’s strengths.

However, Nvidia has fingers in many pies, and is banking on several secular trends which are expected to ramp up in the 2020s. Along with making waves in the AI sector, the company is one of the leading players in the rising autonomous vehicle category.

For Needham analyst Rajvindra Gill, the investment firm’s recent Annual Automotive Technology Day was an opportunity to get closer acquainted with Nvidia’s “comprehensive end-to-end solution for all levels of ADAS/AV.”

The 5-star analyst was not disappointed, and said, “We believe that one of NVDA’s key differentiators in automotive is that its

Read More