Today's video looks at recent news affecting the semiconductor market. A report on graphics processing units (GPUs) by Jon Peddie Research has stated that Nvidia (NVDA 2.57%) has grabbed discrete GPU market share from Advanced Micro Devices (AMD 3.70%). Here are some highlights from the video. 

  1. The report was posted on Aug. 26, and shows that for the second quarter of 2021, AMD has about 17% of the PC discrete GPU market share, and Nvidia has 83%. Nvidia has increased by roughly 3 percentage points year over year and approximately 2 percentage points quarter over quarter.
  2. At the moment, Intel (INTC 2.13%) is not known for its discrete GPUs, but that will change in the upcoming months. Intel is expected to release Alchemist, its high-performance GPUs, in the first quarter of 2022. 
  3. Nvidia completed its acquisition of DeepMap on Aug. 26. DeepMap is a start-up dedicated to building high-definition maps for autonomous vehicles. Nvidia currently has the Nvidia Drive platform, a platform that helps the development of autonomous vehicles. The acquisition of DeepMap improves the services Nvidia can provide to its customers. 

Click the video below for my full thoughts and analysis. 

*Stock prices used were the midday prices of Aug. 27, 2021. The video was published on Aug. 27, 2021.