Report
Pierre FerraguÊ

A perspective on the U.S./China relationship. Our conversation with Samm Sacks.

We recently discussed the latest developments in the U.S./China relationship with Samm Sacks, a Senior Fellow at Yale Law School and an expert in U.S.-China technology relations, China's ICT policies, and the Chinese cybersecurity legal system. Our colleagues from New Street's policy and U.S. internet teams also participated in the call. For our takeaways from the conversation and a transcript of the conversation, please follow the link below
Underlyings
Micron Technology Inc.

Micron Technology provides memory and storage solutions. The company's portfolio of memory and storage technologies include Dynamic Random Access Memory, Not And, 3D XPoint? memory, and Not Or. The company's segments are: Compute and Networking Business, which includes memory products sold into client, cloud server, enterprise, graphics, and networking markets; Mobile Business, which includes memory products sold into smartphone and other mobile-device markets; Storage Business, which includes Solid-State Drives and component-level solutions sold into enterprise and cloud, client, and consumer storage markets; and Embedded Business, which includes memory and storage products.

NVIDIA Corporation

NVIDIA engages in graphics processing unit (GPU)-based visual computing and accelerated computing platforms. The company has two segments, GPU and Tegra Processor, which are based on a single underlying architecture. The company's GPU product brands are aimed at markets including GeForce for gamers; Quadro for designers; Tesla and DGX for artificial intelligence data scientists and big data researchers; and GRID for cloud-based visual computing users. The company's Tegra brand integrates an entire computer onto a single chip, and incorporates GPUs and multi-core CPUs to drive supercomputing for autonomous robots, drones, and cars, as well as for game consoles and mobile gaming and entertainment devices.

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New Street Research
New Street Research

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Analysts
Pierre FerraguÊ

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