This is revenue only calculation. I don't see any possible way to account for an almost $1B swing in Q123 DCAI revenue due to IFS accounting change but maybe I'm just not seeing it?
I believe Intel changed all their prior reporting to clean up their IFS financial splits, no? From the first link,
I don't know how to reconcile the two (especially as Intel does internal modeling to segregate the two), but the new "bucket" for DCAI is not the same as the old "bucket" for DCAI last year.
Intel split out Altera from DCAI this year, that's why DCAI's revenue is lower, still...
Foundry is probably the safest thing Intel has because I don't US government letting it go bust. Intel will probably be the choice of government contracts for semicon.Glad to hear they're up to 6 clients for 18A. Hopefully it's actually a viable foundry business.
They don't have to be the best but being better than Samsung is probably necessary if they want the spun off fabs to be a viable company. Spin off seems 'imminent' (in some number of years) after the accounting changes.Glad to hear they're up to 6 clients for 18A. Hopefully it's actually a viable foundry business.
Promising, promising, promising...The stock price seems to be rebounding back up. Did Pat say anything on the call? I'm not (nor can) listening in to the ER.
Edit: Spoke too soon. Was just Google showing a fictitious spike lol
The stock price seems to be rebounding back up. Did Pat say anything on the call? I'm not (nor can) listening in to the ER.
Edit: Spoke too soon. Was just Google showing a fictitious spike lol
They ain't gonna let Stacy talk but others might do the grilling as well.
Here's hoping!
Not that I plan on investing in Intel, but I wonder how stock ownership will be handled if someone owned Intel stock before a hypothetical split of the Product side and Foundry side, especially if one side is doing much better than the other. When the split happens, do Intel shares get turned into some shares of the Product side and some shares of the Foundry side, with the proportion based on assumed valuation of each side independently? Just seems very unclear to me, which is why I don't plan on investing even if I think there's a fair price to buy Intel stock. I wouldn't want to get shafted banking on the Foundry side recovering but not getting a piece of it when the two halves split.They don't have to be the best but being better than Samsung is probably necessary if they want the spun off fabs to be a viable company. Spin off seems 'imminent' (in some number of years) after the accounting changes.
Even more reason why IF needs to be split off.
Intel Foundry will be backed by the US government, no doubt now.
And Zen 5 has not hit yet. When it does, if all rumors are even half true, they have even a more serious problem, desktop AND server, as well as mobil. And HEDT is non-existent for them.Added some slides to the OP. I think last comment from me on the report (unless something comes out in the call) is that Intel had -$6B in cash flow in the quarter. I.e., Intel spent $6B more dollars than they made in the quarter. Long term debt is now at $48B. Short term debt increased from $2.3B to $4.5B.
Intel Foundry will be backed by the US government, no doubt now.
Gubmint subsidies will keep them afloat. Pat pretty much has a blank check to spend so long as keeping Intel alive is a national security priority. Too big to fail, baby!Added some slides to the OP. I think last comment from me on the report (unless something comes out in the call) is that Intel had -$6B in cash flow in the quarter. I.e., Intel spent $6B more dollars than they made in the quarter. Long term debt is now at $48B. Short term debt increased from $2.3B to $4.5B.
Added some slides to the OP. I think last comment from me on the report (unless something comes out in the call) is that Intel had -$6B in cash flow in the quarter. I.e., Intel spent $6B more dollars than they made in the quarter. Long term debt is now at $48B. Short term debt increased from $2.3B to $4.5B.
That'll never happen again. Not only there are more competitors with Arm designs, AMD execution and designs are best in industry. Intel will have to play catch-up and giant leaps to even start taking gains hereThat's why I don't see how Intel can continue with the fabs long term without their 90% market server share.
That's why I don't see how Intel can continue with the fabs long term without their 90% market server share.
That s made up numbers, if CCG made 3.6bn how is it that Intel foundry made 2.5bn loss.?.Client groups is the only one really making any money for Intel right now.
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they are at 70% best case, not 90%That's why I don't see how Intel can continue with the fabs long term without their 90% market server share.
PRQ'd so soon™.Any word on SRF production
That's not a real node.Shouldn't 20A also be in volume production now? They were targeting q2 launch.
20A is a test node with only one DT die fabbed on it. It won't be a volume node.Shouldn't 20A also be in volume production now?