5/23/2013 7:29 PM EDT
The process names are actually P1270 and P1271. Perhaps you mis-heard your ...
Intel Haswell packs integrated voltage regulator
5/23/2013 2:53 PM EDT
SAN JOSE, Calif. – Intel will pack a voltage regulator on to its next generation Haswell processor, eliminating as many as seven external third party chips. The news was one of a few details Intel revealed in a Haswell briefing the same day its archrival Advanced Micro Devices announced three mobile processors.
Intel sketched out several steps it took to lower power consumption in Haswell, its next generation x86 processor geared for everything from 7W tablets to 75W servers. The techniques included integrating a voltage regulator, enhancing its 22nm process and using new power planes and states. It previously disclosed Haswell also will use a new on-chip DRAM.
Power is a major focus for Intel given its rising competition especially in tablets and servers with generally lower power chips based on ARM cores. Intel likely gave up the possibility of higher data rates in Haswell to capture the power savings. The first Haswell chips are expected to ship later this year.
Some Haswell chips will put two die in a package. The second die will be an integrated north and south bridge chip connected to the main CPU using a new low power interconnect.
All Haswell chips will sport an on-chip voltage regulator. It will combine what was in previous CPUs as many as seven external voltage regulators made by third parties, lower the bill of materials and motherboard footprint, said Rani Borkar, general manager of the Intel Architecture Group which designs the company’s main processors.
Gartner Inc. pegs the market for Intel Vcore regulators at roughly $325 million. It is slowly declining due price erosion of the components and declines in the overall PC market, said Stephan Ohr, Gartner analys
Can INTC use its excess capacity to build SSDs and PCI-e SSDs? The HDD is on it's way out. I believe PCI-e SSDs will replace SSDs in the future. INTC SSDs are rock solid, so say the experts at Tom's Hardware. Can INTC do a leap frog on Seagate, use its excess capacity to make serious inroads into the PCI-e SSD market? INTC already stopped making motherboards. Motherboards are becoming a commodity (Taiwan makes excellent, cheap Mobos) but the SSD market is still in its infancy.
Thanks in advance for your help.
Boy I botched that prediction! Will you guys stop laughing at me? I want to be taken seriously. Please?
Canaccord issued an EARNINGS INCREASE for the YEAR and not a PRICE TARGET. The author did not know what he was even writing. The new 86 cents earnings estimate is still below the average.
If you read the report, Canaccord is raising GBX 52 which is 80 cents to GBX 56 which is 86 cents. It has nothing to do with PRICE TARGET. They are raising EARNINGS TARGET to 86 cents.
I believe that I may have severely underestimated the fragility of ARM's (ARMH) share price in the face of potential design win loss to Intel's (INTC) chips. In just a couple of days, shares of ARM Holdings have crashed from $50.56 to the most recent close of $45.82 following ARM's recent investor meeting. Morgan Stanley (MS) recommending shorting the shares on almost exactly the same reasons that have fueled my thesis (valuation, Intel threat, ASP erosion in smartphone space, etc.), which may have sparked this initial drop. However, I believe that we are now about to see a fundamental shift in sentiment that will do some very serious damage to ARM's multiple. The upcoming "Computex" event in Taipei, Taiwan will likely trigger the next leg down.
Intel has been producing chips on the 22 nm node since last year while its major competitors like Samsung, Global Foundries and TSMC (TSM) are still stuck in the 28/32 nm node. Intel is all set to produce the first chips on the 14 nm node in 2014, while TSMC might get to the 20 nm node by end of 2013.
Samsung's 28nm chip production is still lagging far behind rival TSMC, industry observers believe. Samsung currently makes the majority of its advanced chips for 32nm chip contracts placed by Apple, the observers said. Samsung's 28nm chip output remains limited due to insufficient yield rates, in contrast to TSMC's 28nm chip production that already reached commercial levels, the observers noted. TSMC, which does not provide 32nm process technology, has said that the company would triple production and revenues from 28nm wafers in 2013 compared with 2012. The foundry set a record capex of US$9.5-10 billion for 2013, also stepping up efforts to bring 20nm capacity online.
There are doubts whether TSMC or others will be able to get to 20 nm by 2013, as they do not have the process and manufacturing expertise of Intel. If these foundries fail to make the necessary technology advancements, then Intel will sweep the mobile devices market with its Atom chips. ARM stock will crater dramatically if this happens. Intel does not allow foundry services for chips made using the ARM architecture, even though its factory utilization was just 50% during the 4th quarter of 2012.
From Sneha Shah
Yeah, one of the fanbois on the London message board site filled his entire post yesterday by repeating "56" endlessly. He was pretty excited. I don't think he was quite as excited about the 8 percent drop in the stock at the same time. LOL
And what's up with Canaccord??? Talk about a totally embarrassing target increase.
At least several of the posters to the site have the brains to recognize the threat that Intel presents. The word is spreading...
have not been able to reply but numbers are show current and recent run rates and the news you think. I will have to listen again.
ARM Holdings Price Target Raised to GBX 56 at Canaccord Genuity (ARM)
Posted by: Pezhman Azimi Posted date: May 23, 2013 In: Analyst Articles - UK, Investing
Something is confused.
Investment analysts at Canaccord Genuity raised their target price on shares of ARM Holdings (LON: ARM) from GBX 52 ($0.80) to GBX 56 ($0.86) in a note issued to investors on Wednesday, Stock Ratings Network reports. The firm currently has a “buy” rating on the stock.
ARM Holdings (LON: ARM) traded down 1.41% on Wednesday, hitting GBX 1050.00. ARM Holdings has a 1-year low of GBX 463.60 and a 1-year high of GBX 1108.00. The stock’s 50-day moving average is currently GBX 576.4. The company’s market cap is £14.665 billion.
A number of other firms have also recently commented on ARM. Analysts at Prime Markets reiterated a “sell” rating on shares of ARM Holdings in a research note to investors on Wednesday. They now have a GBX 975 ($14.99) price target on the stock. Separately, analysts at UBS AG reiterated a “neutral” rating on shares of ARM Holdings in a research note to investors on Wednesday. They now have a GBX 950 ($14.60) price target on the stock. Finally, analysts at Jefferies Group reiterated a “buy” rating on shares of ARM Holdings in a research note to investors on Wednesday. They now have a GBX 1,300 ($19.98) price target on the stock.
Six investment analysts have rated the stock with a sell rating, eight have issued a hold rating, twelve have given a buy rating and one has issued a strong buy rating to the stock. The stock currently has a consensus rating of “Hold” and an average target price of GBX 890.23 ($13.68).
ARM Holdings (NASDAQ:ARMH): In light of Tuesday’s analyst day, Canaccord raised its estimates for the company after its management pointed out strong long-term royalty and market growth opportunities into high and low tier smartphones. Canaccord also believes it is well positioned to benefit from increasing emerging market feature phones, tablets, and high-tier smartphone refreshes. It rates the shares at Buy with a $56 price target, up from $52.
This dog is going to bite you in the a##.
--ok i know that's not a very insightful response - but it matches philip's level of analysis.
At the bottom of the "Complete Portfolio" slide (Eul's presentation), it says: +400Mu/year to Top OEMs
Is Intel expecting 400 million units shipment to OEMs, am I reading this right? That would be additional revenue of more than a billion dollars...adding about 4 to 5 cents to the EPS.
you are an absolute joke, beating up on ARMH all day, and the type who would short the low of the day. Just goes to show your total lack of trading skills, and its still above where you bght the put at 44.00 months ago