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Intel Corporation (INTC)

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53.18-1.13 (-2.08%)
Al cierre: 4:00p.m. EDT
52.95 -0.23 (-0.43 %)
Fuera de horario: 07:59PM EDT
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  • L
    Lazerator
    $AMD conversation
    AMD took more market share from $INTC. End of story.
  • E
    EB
    $AMD conversation
    "Enterprise, Embedded and Semi-Custom segment revenue was $1.60 billion, up 183 percent year-over-year
    and 19 percent quarter-over-quarter. " $INTC lost 9% in DCG which was almost -600 million yoy. AMD likely had same or slightly lower console sales, so it looks like AMDs share gain in cloud and data centers is strong!
  • o
    ozymandias
    $AMD conversation
    Intel Technology Video Take Aways

    1. x86 is not an option for $INTC. We've been beat like a borrowed mule

    2. We are #2 and we try harder.

    3. Intel would like to break into the foundry business.

    4. We are talking to 100 companies and we got two fab customers for 2024. One is QCOM that fabs with their worst competitor, Samsung, and cannot fab with competitor Apple's FAB, TSMC. The other is Amazon that is working on an experimental server chip.

    5. We can't do Infinity Connect. We hope to shrink the old interposers and connected with bonded copper just like TSMC.

    6. We plan to catch up with TSMC fabrication technology in 2024 with the same transistors as everybody else.

    7. We renamed our pie in the sky nodes and half nodes. We'd like to do a half node per year but the first one is delayed six months... or more.

    8. Trust me.
  • r
    rzb
    $AMD conversation
    Where does project Aurora stand. $INTC started promising chips for that super computer many years ago. When do they plan to deliver?
  • R
    Refreshed Rudy
    Advanced Micro Devices, Inc.
    2025 is a lifetime away in technology terms... I am sure those who didn't drink $INTC coolaid know this...
  • o
    ozymandias
    $AMD conversation
    Journalists and analysts overlook the AMD technology advantage.

    1. Lower electric power cost
    2. More cores/socket = lower software/socket cost
    3. More cores = higher multi thread performance
    4. More PCIe interconnects = better server to server communication
    5. Security = lower ransom and extortion costs
    6. High performance integrated graphics for thin light laptops
    7. Matrix processor for artificial intelligence and machine learning.
    8. Modular construction from chiplets = lower cost of production.

    AMD modular construction is the result of a ten year research effort. Intel is stuck with monolithic design. Intel hired Jim Keller to lead the development of the two requisite technologies for modular construction: Infinity Connect and unified memory architecture. Jim suddenly quit for "personal reasons". I suggest Jim refused to violate AMD patents. Nor would he divulge trade secrets. Intel has no future until they reinvent the wheel. Ironically AMD developed modular construction while Pat Gelsinger, head of Intel research, was designing Itanium.

    AMD has a ten year design advantage, and a ten year manufacturing advantage. Merger with Xylinx puts FPGA on AMD Epyc server chips to give a twenty year advantage. You heard Dr Lisa Su introduce layered SRAM that gives a single node advantage unavailable to Intel. You cannot stack SRAM on a hot monolithic intel chip.

    Pat Gelsinger bet the Intel farm on Itanium and lost. Pat's new idea is to purchase GloFo and create a US foundry monopoly. Mubadala answered the phone once and hung up. There was no discussion.

    Wall Street is livid that AMD is taking the x86 market from Intel and the graphics/matrix compute market from Nvidia. The collapse of those two market caps is catastrophic for institutional investors.

    A short squeeze of hedge fund shorts in AMD stock may be of interest to you. 70% of the float is institutions who would like to purchase more and are bidding every day. 30% of the float is retail investor technology nerds who know the score. 7% of the float is hedge fund shorts who cannot cover. Finance majors know zip about technology. They wear loafers because they cannot tie their shoes.

    $INTC
  • o
    ozymandias
    $DELL conversation
    Dell removes premium features from AMD Ryzen computers and laptops. That put Dell last in line for supplies of premium AMD chips behind Lenovo, HP, and all the others. What goes around comes round.

    $INTC $AMD
  • o
    ozymandias
    $AMD conversation
    AMD took $640 million from $INTC data center revenue for the quarter. The best part is Intel has $6 Billion more data center revenue/quarter to lose. That's ten more quarters of solid growth for AMD.
  • L
    Lazerator
    $AMD conversation
    $INTC lost market shares to AMD in the high margin server business. Enough said.
  • L
    Lazerator
    Did y’all hear the recent news? $intc is four years behind AMD. End of story.
  • L
    Lazerator
    $intc down over 3%. End of story.
  • o
    ozymandias
    $AMD conversation
    $INTC is in deep yogurt. First they hired Jim Keller to copy AMD infinity collect/unified memory architecture. Jim suddenly quit for "personal reasons". Second they tried to outsource to TSMC. TSMC said pound your own sand. Next Intel threatened to enter the foundry market and take customers away from TSMC. TSMC responded by expanding production and building two new fabs in Arizona. Three strikes and intel is out. But the last gasp was trying to buy GloFo for $30 million. GloFo says it will be a cold day in Santa Clara when that happens.

    Meanwhile AMD is open field running through Intel server market share. Why do you shift production from laptops to servers, Lisa Su? Because that's where the money is.
  • o
    ozymandias
    $AMD conversation
    TSMC is opening up the flood gates of chip supply for AMD this quarter. Just in time for back to school and Christmas. $INTC sales contraction is in full swing.
  • L
    Lazerator
    $AMD conversation
    $INTC lost market share to AMD. Enough said.
  • o
    ozymandias
    $AMD conversation
    Wall Street doesn't believe it. The Mighty $INTC has struck out.
  • r
    rzb
    $AMD conversation
    If $INTC should magically have some great recovery the wise thing to do would be to buy electric utilities. That is, assuming the power grid could handle the load.
  • h
    hugh
    $AMD conversation
    What's funny is that Intel would be a $1T company if they actually invested in their foundries a decade ago. The ship has now sailed, Pat! $INTC
  • J
    J
    $AMD conversation
    Smart money already leaving $INTC and being put into $AMD prior to the Intel earnings
  • a
    art
    $AMD conversation
    Thank You Pat $INTC for…

    A
    M agical
    D ay
  • o
    ozymandias
    $AMD conversation
    You IT managers can lose your jobs for buying $INTC Xeon servers.