Desktop volume down 16%, Notebook up 16% but ASP down 7%.
Q4 forecast is bad too, they are expecting 14% decline in revenue compared to Q4 last year.
Does it mean that Intel probably will rely on the TSMC 5nm foundry that will be build in the USA?
This is getting dangerously close to some form of burning platform memo...“I would say we feel very confident in the ability of us being able to port to TSMC,” Swan said, referring to the Taiwanese manufacturer. He said Intel is “increasingly confident” that, if it were to become more reliant on TSMC, it would then be able to bring manufacturing back.
Note that while they keep everything related to Optane, the foundry for 3D XPoint was fully taken over by prior development partner Micron before, so it wasn't produced in-house since that point anymore already.While they sold their NAND business to SK Hynix - a move which does not bode well for in-house production of much-hyped Optane products - they can still cooperate with Hynix to drive Optane-like development in the future, perhaps as a way to compete with DRAM solutions and drive some modest licensing revenue.
Note that while they keep everything related to Optane, the foundry for 3D XPoint was fully taken over by prior development partner Micron before, so it wasn't produced in-house since that point anymore already.
I thought Micron would start selling its version of the tech independent from Intel this year, but nothing interesting to see so far. A PCIe NVMe SSD drive is all they appear to offer at this point.Intel may wish to start licensing out Optane and opening it up a bit to try to get some traction.
Yeah that was also what I hoped for. AFAIK it's not actually profitable to make Optane DIMMSs yet, Intel is doing it at a loss to improve Xeon sales.I thought Micron would start selling its version of the tech independent from Intel this year, but nothing interesting to see so far. A PCIe NVMe SSD drive is all they appear to offer at this point.
Intel is doing it at a loss to improve Xeon sales.
I might start buying in if they drop another 25-30% over the next couple of months. AMD made me good money...I think I will use that sale to pick up some Intel, lol (after they pay for my 6900--whatever--and 5600X or 5800X)
Ill have to read something positive around their fabbing situation first, otherwise I think its gonna be an even steeper drop from here.I might start buying in if they drop another 25-30% over the next couple of months. AMD made me good money...I think I will use that sale to pick up some Intel, lol (after they pay for my 6900--whatever--and 5600X or 5800X)
The best quarters intel had before ZEN were at around 3.6bil two times, was intel in trouble back then? This quarter they made 4.3bil which is still better than any quarter they had before they were "in trouble" and no, there is no bias in that, intel is still making lots of money and they do it by selling ancient technology stretching out profits for years to come.Biased ???? Look at the entire content of the thread. Intel is in trouble. The only question is how badly. Is there any bias in that ??? Are you one of the naysayers ? Seriously"help the forum" ?? What is that supposed to mean ? I post as a user, just like the rest of you. I have opinions, and right now, that opinion is in the majority. What am I supposed to do ? Be an Intel fan to help the forums ???? NOT !!
I am a "fan" of whoever is doing better, PERIOD.....And a forum supporting Intel will do nothing for them. They need to wake up, and smell the roses, and start making some good decisions, its not my job to do that for them.
Edit: Actually, badmouthing Intel in all forums, might make them "wake up".
Tax Rate | 15.2% | 10.8% |
How is owning more of your company a bad thing?They're also using their entire proceeds from selling their NAND business for stock buybacks to try and keep the stock price up.
So, you are the only one here that thinks Intel is doing fine. I won't argue that they are making money, but with their product stack, that can't go on forever. Especially when Zen 3 and Milan come out. Right now at least they have the gaming crown. That will end very soon, then what do they have ????The best quarters intel had before ZEN were at around 3.6bil two times, was intel in trouble back then? This quarter they made 4.3bil which is still better than any quarter they had before they were "in trouble" and no, there is no bias in that, intel is still making lots of money and they do it by selling ancient technology stretching out profits for years to come.
Does anybody know anything about this:
is this universal?! If this also applies to AMD then it's no wonder they increased prices and removed the cooler, 5% more taxes is no small matter.
Tax Rate 15.2% 10.8%
How is owning more of your company a bad thing?
Intel paid dividends of $1.4 billion in this quarter how is keeping more of that a bad thing?
Intel should put their $Billions into BTC. That might be a better option than propping up their own stock price. (Look at what Square has done.)
Intel is doing fine. Not great, but fine.So, you are the only one here that thinks Intel is doing fine. I won't argue that they are making money, but with their product stack, that can't go on forever. Especially when Zen 3 and Milan come out. Right now at least they have the gaming crown. That will end very soon, then what do they have ????
How is owning more of your company a bad thing?
Intel paid dividends of $1.4 billion in this quarter how is keeping more of that a bad thing?