To connect and debug with any of the Google Nexus devices using Windows, youįirst, find the appropriate driver for your device from the OEM drivers
If you're developing on Mac OS X or Linux, then you shouldn't need a USB driver. Where you can download the appropriate USB driver for your device. Provides links to the web sites for several original equipment manufacturers (OEMs), Then you need to install the appropriate USB driver. Price Action: NVDA shares traded higher by 0.07% at $212.73 on the last check Monday.If you are developing on Windows and want to connect a device for testing, Needham has a Strong Buy rating on NVDA and QCOM with Outperform rating on AMD. QCOM's non-handset catalysts, the first of which is notebook content, will be more robust in CY23. While there has been some investor concern regarding a decline in mmWave content in iPhone 14, Needham's checks have also suggested stable mmWave content on iPhone 14. QCOM appears to be more insulated from China's smartphone weakness due to its Apple Inc (NASDAQ: AAPL) iPhone exposure, with the supply chain expecting their QCOM business to be up q/q in 2Q. Qualcomm Inc (NASDAQ: QCOM) saw bleaker June quarter revenue q/q due to the absence of product launches, while September revenue would be up strongly q/q driven by a resumption of product launches.Ĭhecks on iPhones suggest demand has been stable. Needham has strong confidence regarding AMD's share gains in the data center space, both in the enterprise and the cloud market.įurther, Genoa could widen the gap between AMD and Intel Corp (NASDAQ: INTC). In the near term, its supply chain checks indicate that demand from NVDA continues to be strong, with the company prioritizing mix toward higher-value server and datacenter platforms, with PC/graphics a lower priority amid ongoing tight supply conditions.Īs noted in Needham's Asia supply chain report, the supply chain is expecting a 40-series GeForce platform launch in the fall.ĪMD's recent concern has been client PC industry demand. Needham specifed five distinct product cycles over the next year: Hopper, software, gaming, auto, and Grace. Needham noted NVIDIA has multiple secular drivers to help buffer them against near-term cycle dynamics. The stocks exhibited strong secular trends and more muted cyclical exposure, with more attractive valuations amid slowing consumer demand and supply constraints. Needham shifted its focus on NVIDIA Corp (NASDAQ: NVDA) and Advanced Micro Devices Inc (NASDAQ: AMD).
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