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.
No CC on the second video, so I can't comment.
Those two videos, facts vs. faith. The best way I can describe it.Two opposing views on Intel from a stock analyst and an investment manager:
Basically, like many, she trusts Intel to sort out their problems and come back strong in due course, considering their size (income, resources, influence), and hence she thinks Intel is a good long-term investment opportunity based on their current low valuation (remarkably low PE ratio compared their peers).
The problem with Intel moving to TSMC, is that TSMC has to agree to take them and they've already stated that they aren't willing to be a crutch for Intel, so it's not as obvious as solution as it may seem, even if Intel can port their designs.
The thing many are missing is momentum. Does that make Intel's products better? No. Are Intel's current products better? No. And it doesn't matter. For now. When a salesperson makes a call, it isn't an all bizz thing. Salesmen if they don't suck make relationships.I really don't know enough about their current leadership to know if they have the right people in place. That said, yes, they have significant overhead compared to AMD. That said, they also still have 10X profit and 80 market share. The whole "Intel is on their deathbed" is way silly. They have to dig themselves out of the hole but it just amazes me that people forget history.
We have AMD in our house hold and was actually playing with them this weekend L4D and CSGO, old school!, and it was fun. But I'm not such a fan that I can't realize the benefits of both.
It's funny when you literally show someone that the developers and users are having issues with AMD CPUs on certain software, but those people recommend AMD without any research or even recognizing the issues from the developers mouth!!! Not even asking a single question about usage in some threads! It's just AMD is best, buy it!
Whatever man, it is what it is. Intel isn't going anywhere soon.
This is what Intel gets for making me choose between 6 slower cores for $700 and 4 faster ones for $500. They can suck it.
Two opposing views on Intel from a stock analyst and an investment manager:
Since a large proportion of OEM desktops are gaming PCs
meh. they have cartoons on cpu boxes now. It'll be fine
How is owning more of your company a bad thing?
It's cliché time. Betamax, DEC Alpha, or BeOS were advanced tech, but didn't break into the market.
SPR should finally replace those 14nm abominations
However, is there really no way they will fix that in late 2021?
But it sure helps out the VP's and c-suite dwellers.
Well, you could have bought AMD. Nobody put a gun to your head and forced you to buy intel.
As far as Intel dying, that overstates the case. They are losing market share, profit, and product respect. That does not mean they are doing to die, just go downhill for a while. And AMD is taking a bigger piece of the pie.
I don't know why everybody thinks that if Intel is doing bad right now, they are finished. They are in a slump, they will recover, but the question is how much do they loose before they come back ?
Of course Intel isn't going to disappear, but the Intel we know today probably won't be the Intel of tomorrow.
The problem with Intel moving to TSMC, is that TSMC has to agree to take them and they've already stated that they aren't willing to be a crutch for Intel, so it's not as obvious as solution as it may seem, even if Intel can port their designs.
TSMC is the last game in town for leading edge digital nodes. If I were the US Government I'd be sending more soldiers to Taiwan. Although I'm not sure anyone in D.C. has even an inkling of how important this shift is... Intel missing the mark on fab tech so badly is becoming a national security issue. While it's good for competition now (AMD, Arm, etc), it's not going to be good for the US in the long run. It must be pretty weird being the CEO of TSMC, which now also means being the head of (possibly) the most important private company on earth.
It has to have been on purpose that Ian wore a Commodore shirt in that video.Dr Cutress's breakdown of the report. data center is telling, more than a few contradictions on the nand sale and aurora pointed out.
if the TSMC's new fab produce 20,000 12" (300mm) wafers per month , and each chip is 12mm x12mm, according to
Die-Per-Wafer calculator
Die-Per-Wafer Estimator
www.silicon-edge.co.uk
each wafer can have up to 410 chips. And that will be 8,200,000 chips per month!
Basically, like many, she trusts Intel to sort out their problems and come back strong in due course, considering their size (income, resources, influence), and hence she thinks Intel is a good long-term investment opportunity based on their current low valuation (remarkably low PE ratio compared their peers).
TSMC won't save their core business unless they do something radical, like cough up fabs and start fully integrating TSMC processes into their own (which is something they should have at least considered when they canned Murthy).
What freaking CPUs are the 'Leadership products' in 21/22?
I've never even heard of a 'Leadership' product before.
Yeah, ShintaiDK was a mix of good info and bad (and belligerent, henceAnyone remember the troll ShintaiDK and a few others? That was only three years ago.
And I agree with everyone who understands the military importance of Taiwan.