| To: FJB who wrote (186854) | 8/6/2022 1:25:21 PM | | From: 60HzEE | | | | I rather doubt that INTC is another IBM, let alone a cartoon company on steroids. It has plenty of patents and developments to outshine dry fabs, albeit down the road. Did Pelosi's trip wake up anyone here to the vulnerability of offshore manufacturing? If not, it should have.
Perhaps what you said is more applicable to VC firms these days. I won't mention any popular Valley names, but their batting averages haven't been so good, lately.
We just are getting away from the massive damage done by a former, bigoted national leader who wanted to and did scare plenty of very talented folks away from America's promise. Hopefully, that damage will be fixed and the perpetrator will very soon wear orange. And no, not orange face paint. |
| | Intel Corporation (INTC) | Stock Discussion ForumsShare | RecommendKeepReplyMark as Last ReadRead Replies (1) |
|
| To: 60HzEE who wrote (186855) | 8/6/2022 1:29:01 PM | | From: FJB | | | | It would have been nice if Intel had maintained their competence in process tech. I can't tell if they are in 3rd, 4th or whatever place now.
Andy Grove would not have let it get to this point. He is spinning at 10,000 rpm in his grave at what happened. |
| | Intel Corporation (INTC) | Stock Discussion ForumsShare | RecommendKeepReplyMark as Last ReadRead Replies (1) |
|
| To: FJB who wrote (186856) | 8/6/2022 2:37:15 PM | | From: waitwatchwander | | | | Many have failed chasing the wireless dream. It's tough as is reducing process node. Power, performance is most complex especially when playing it out in digital and analog nodes. Optimization across the boundaries of one's domain matters.
AMD, Apple, Samsung, TI, GF all played around Intel. Non have yet to fully succeed either. They too have their moments, coming and going.
TSMC did their thing really well, focused and working with the best of the best
Intel collected baggage. |
| | Intel Corporation (INTC) | Stock Discussion ForumsShare | RecommendKeepReplyMark as Last ReadRead Replies (1) |
|
| To: waitwatchwander who wrote (186857) | 8/6/2022 2:42:29 PM | | From: FJB | | | | NOPE. Samsung does a million more things than Intel, and surpassed them in process tech.
Intel's failure was one of culture. WOKE == BROKE
Shemales are notoriously bad at engineering. lol |
| | Intel Corporation (INTC) | Stock Discussion ForumsShare | RecommendKeepReplyMark as Last Read |
|
| From: greg s | 8/23/2022 9:33:22 AM | | | | | | SANTA CLARA, Calif., Aug. 23, 2022 – Intel Corporation today announced a first-of-its-kind Semiconductor Co-Investment Program (SCIP) that introduces a new funding model to the capital-intensive semiconductor industry. As part of its program, Intel has signed a definitive agreement with the infrastructure affiliate of Brookfield Asset Management, one of the largest global alternative asset managers, which will provide Intel with a new, expanded pool of capital for manufacturing build-outs.
SCIP is a key element of Intel’s Smart Capital approach, which aims to provide innovative ways to fund growth while creating further financial flexibility to accelerate the company’s IDM 2.0 strategy. Intel’s agreement with Brookfield follows the two companies’ memorandum of understanding announced in February 2022. Under the terms of the agreement, the companies will jointly invest up to $30 billion in Intel’s previously announced manufacturing expansion at its Ocotillo campus in Chandler, Arizona, with Intel funding 51% and Brookfield funding 49% of the total project cost. Intel will retain majority ownership and operating control of the two new leading-edge chip factories in Chandler, which will support long-term demand for Intel’s products and provide capacity for Intel Foundry Services (IFS) customers. The transaction with Brookfield is expected to close by the end of 2022, subject to customary closing conditions.
More …..
intel.com |
| | Intel Corporation (INTC) | Stock Discussion ForumsShare | RecommendKeepReplyMark as Last Read |
|
| To: Geospatial Investor who wrote (186860) | 8/30/2022 7:16:12 PM | | From: Kirk © | | | | Welcome to SI!
I bought my first shares in 1994, before there was an SI and after visiting WESCON in Las Vegas and figuring out everyone would eventually use PC productivity tools as I was using for my engineering job... building spreadsheets, tracking meetings, etc.
Did anyone else buy back some Intel today?
I drew this long-term support line some time ago for my target...
I was really not expecting it to hit but... given I took profits much higher, I was happy to buy back shares here today.
 |
| | Intel Corporation (INTC) | Stock Discussion ForumsShare | RecommendKeepReplyMark as Last ReadRead Replies (1) |
|
| From: Sr K | 9/30/2022 9:41:40 PM | | | | | | On Mobileye
Intel Drives Forward With Mobileye Self-Driving Car Unit’s IPO Plans
Listing plans come during a difficult year for the IPO market
 Intel said Friday it had filed to list shares in its Mobileye self-driving car unit with the Securities and Exchange Commission.PHOTO: JEENAH MOON/REUTERS
By Stephen Nakrosis
Sept. 30, 2022 7:19 pm ET
SHARE
Listen to article
(2 minutes)
Intel Corp. is pressing ahead with its plans to publicly list shares in its Mobileye self-driving-car unit, giving a boost to the IPO market that has been under pressure this year from turmoil in the stock market.
Mobileye said Friday it filed for its IPO with the Securities and Exchange Commission. The company didn’t give an expected size for its IPO, nor did it give an anticipated price range. The Wall Street Journal last year reported Mobileye could fetch a valuation north of $50 billion, citing people familiar with the matter, though that came before the IPO market softened in recent months.
Exc, |
| | Intel Corporation (INTC) | Stock Discussion ForumsShare | RecommendKeepReplyMark as Last ReadRead Replies (1) |
|
| To: Sr K who wrote (186863) | 10/30/2022 12:21:06 PM | | From: Kirk © | | | | This news from Tom's Hardware via Motley Fool may explain some of Intel's 10.66% price gain Friday.
Intel's Raptor Lake Is a Big Problem for AMD
By Timothy Green – Oct 28, 2022 at 8:10AM
KEY POINTS
- AMD's Ryzen 7000 CPUs lose badly to Intel's Raptor Lake CPUs in multithreaded performance per dollar.
- Building a system around a Ryzen 7000 chips is also more expensive, factoring in motherboard and memory costs.
- AMD will need to cut prices to compete in a difficult PC market.
AMD's newest chips are simply too expensive.
Advanced Micro Devices (AMD 5.82%) has made a stunning comeback over the past five years. Through multiple generations of Ryzen PC CPUs, the company has steadily gained market share from Intel (INTC 10.66%) while growing revenue and profit considerably. Even after being pummeled this year, AMD stock is up nearly 400% over the past five years.
AMD is now facing two major problems. The first is largely out of its control: Demand for PCs is plunging, leading to inventory corrections across the supply chain. AMD now expects its organic revenue to essentially flatline in the third quarter.
The second problem is Intel's new Raptor Lake CPUs. With Intel boosting core counts and pricing aggressively, AMD's latest Ryzen CPUs are simply overpriced. In a tough PC market, that's not going to go well.
...
A deeper pricing problem
Tom's Hardware didn't mince words toward the end of its review: "AMD will need to reduce pricing on its Ryzen 7000 models now to stay competitive with Raptor Lake."
AMD's pricing problem is actually worse than it looks. Not only are its Ryzen 7000 chips overpriced, relative to Raptor Lake, but building a system around them is more expensive. Ryzen 7000 chips aren't compatible with motherboards that support previous generations of Ryzen chips, and those new motherboards are expensive. On top of higher motherboard costs, Ryzen 7000 chips require DDR5 memory, while Raptor Lake supports both DDR5 and cheaper DDR4.
Full article at:
fool.com
 |
| | Intel Corporation (INTC) | Stock Discussion ForumsShare | RecommendKeepReplyMark as Last Read |
|
| |
