| 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 |
|
| From: Kirk © | 10/30/2022 12:41:42 PM | | | | | | From Tom's Hardware
Intel Core i9-13900K and Core i5-13600K Review: Raptor Lake Beats Ryzen 7000
The Raptors are out of the cage!
By Paul Alcorn published about 1 hour ago
The Core i5-13600K is the hands-down winner for mainstream gamers, while the Core i9-13900K is the fastest gaming chip on the market but is overshadowed by the 13700K. Both chips offer leading gaming and productivity performance at their respective price points.
Pros
- +Class-leading gaming performance
- +Excellent performance in productivity apps
- +Excellent pricing
- +Supports either DDR4 or DDR5
- +Superior platform pricing
- +Overclockable
Cons
- -Higher power consumption
- -Cooling requirements
The 13th-Gen Intel 'Raptor Lake' $589 Core i9-13900K and the $319 Core i5-13600K bring groundbreaking levels of performance to their respective price points, with a ~20% generational jump in gaming performance taking the lead over competing chips from AMD’s Ryzen 7000 series. We tested all three of the new Raptor Lake chips with the new Nvidia GeForce RTX 4090 to find the best CPU for gaming and the new leader of our CPU benchmark hierarchy. Raptor Lake’s performance gains come from record-high clock speeds that stretch up to 5.8 GHz, with a 6 GHz model coming, while Intel’s generous sprinkling of more cores throughout its product stack gives it the lead in core counts for the first time since AMD’s Ryzen debuted back in 2017.
More at tomshardware.com
 |
| | Intel Corporation (INTC) | Stock Discussion ForumsShare | RecommendKeepReplyMark as Last Read |
|
| From: FJB | 2/1/2023 6:35:47 PM | | | | | | THEY SHOULD GET MORE WOKE. IT IS WORKING GREAT... FIRST PLACE IN THE WOKE OLYMPICS. INTEL SHOULD NOT GET ALL THE HEAT. I HAVE SEEN SOME BIZARRE STUFF IN THE MODERN AMERICAN WORKPLACE.
As a result, AMD has once again surpassed Intel in market capitalization, at $136 billion versus $120 billion. Intel was valued at $264 billion less than two years ago, before its stock lost nearly half its value last year. Ten years ago, AMD had a market cap of less than $2 billion versus $104 billion for Intel.
investopedia.com |
| | Intel Corporation (INTC) | Stock Discussion ForumsShare | RecommendKeepReplyMark as Last ReadRead Replies (1) |
|
| From: Sr K | 2/23/2023 6:36:09 AM | | | | | | Chip Makers Turn Cutthroat in Fight for Share of Federal Money
Semiconductor companies, which united to get the CHIPS Act approved, have set off a lobbying frenzy as they argue for more cash than their competitors.
Give this article
Chips at Intel’s plant in Chandler, Ariz. The CHIPS Act is allocating $39 billion in grants for new or expanded U.S. factories.Credit...Philip Cheung for The New York Times
By Ana Swanson and Don Clark
Ana Swanson covers trade and Washington’s turn toward industrial policy. Don Clark has reported on the chips industry for more than 30 years.
Feb. 23, 2023, 5:00 a.m. ET
WASHINGTON — In early January, a New York public relations firm sent an email warning about what it characterized as a threat to the federal government’s program to revitalize the U.S. semiconductor industry.
The message, received by The New York Times, accused Intel, the Silicon Valley chip titan, of angling to win subsidies under the CHIPS and Science Act for new factories in Ohio and Arizona that would sit empty. Intel had said in a recent earnings call that it would build out its facilities with the expensive machinery needed to make semiconductors when demand for its chips increased.
The question, the email said, was whether officials would give funding to companies that outfitted their factories from the jump “or if they will give the majority of CHIPS funding to companies like Intel.”
The firm declined to name its client. But it has done work in the past for Advanced Micro Devices, Intel’s longtime rival, which has raised similar concerns about whether federal funding should go to companies that plan to build empty shells. A spokesman for AMD said it had not reviewed the email or approved the public relations firm’s efforts to lobby for or against any specific company receiving funding.
“We fully support the CHIPS and Science Act and the efforts of the Biden administration to boost domestic semiconductor research and manufacturing,” the spokesman said.
Rival semiconductor suppliers and their customers pulled together last year as they lobbied Congress to help shore up U.S. chip manufacturing and reduce vulnerabilities in the crucial supply chain. The push led lawmakers to approve the CHIPS Act, including $52 billion in subsidies to companies and research institutions as well as $24 billion or more in tax credits — one of the biggest infusions into a single industry in decades.
Exc.
Image |
| | Intel Corporation (INTC) | Stock Discussion ForumsShare | RecommendKeepReplyMark as Last Read |
|
| |
