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Intel Corporation Message Board

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  • This stock has a lot of room to grow.

    Sentiment: Buy

  • I came up short, only made $1,250 on my last trade. Want some of that? PennyStock101 (org). Do a Google search for them!

  • Profit, gains, winnings! Thats all I know after joining PennyStock101 (org). A lot of haters on this board but they have been making me big money for the past few months. All smiles over here!

  • Reply to

    Micron

    by semi_equip_junkie 14 hours ago

    “To be frank, we cannot achieve the applications and system needs without developing a really good packaging technology,” said Graham. “We’re not going to achieve these bandwidth capabilities. We’re not going to achieve the reliability needs. We’re not going to overcome some of the scaling challenges without developing some of these new technology methods. If you look at Hybrid Memory Cube, that’s been the lead vehicle for Micron in order to develop these package technologies for future emerging memories.”

    Got it???
    blowhead won't - he still is still on his chart trip

  • Always has to retest, Get ready for Wall Street to scare you again

  • Reply to

    Micron

    by semi_equip_junkie 14 hours ago

    Challenges to the Longevity of DRAM

    Graham also spoke about the impacts of DRAM process complexity, noting that as the industry scales from 50nm to 30nm and then to 20nm, complexity drives really significant upticks in the number of mask levels, by over 35 percent. The number of non-litho steps per critical mask level is up a staggering 110 percent, going from 30nm to 20nm. Clean room space per wafer output is up over 80 percent. Since acquiring Elpida in 2013, Micron says is is getting ahead of its original plan on hitting the 20nm yield. Keeping cost per bit down is a key goal and Micron believes it can enable this by facilitating the scaling path to sub-15nm DRAM. Specifically, Graham noted 1Xnm is driving over a 30 percent improvement in cost per Gb over 20nm.

    DRAM is still the primary memory inside nearly every computer, from mobile phones to datacenter servers to supercomputers. But with scaling challenges, improvements have already started slowing. There are also power concerns with DRAM main memory systems accounting for about 30-50 percent of a node’s overall power consumption. These points are all highlighted in a recent journal article written by authors Jeffrey S. Vetter and Sparsh Mittal (of Oak Ridge National Laboratory). The duo then set out to examine what the future might hold for non-volatile memory systems in extreme-scale high performance computing systems.

    “For DRAM, there are possible improvements from redesigning and optimizing DRAM protocols, moving DRAM closer to processors, and improved manufacturing processes,” they write. “In fact, this integration of memory onto the package in future systems may provide for performance and power benefits of about one order of magnitude [5]. Second, emerging memory technologies with different characteristics could replace or complement DRAM [13, 15, 19, 24].”

    In another part of the paper, Vetter and Mittal write: “Moreover, as the benefits of device scaling for DRAM memory slow, it will become increas

  • In a packed session at IDF 2015 in San Francisco last week, Scott Graham, Micron’s general manager of Hybrid Memory, discussed some of the key themes occurring in the memory landscape from Micron’s perspective.

    “It’s an exciting time in the industry and there’s a lot going on with memory development in system architecture and software architecture and how they combine together to provide system solutions in the server, mobile computing and embedded and networking environments,” he offered as prelude.

    Noting that Micron has a portfolio that spans across platforms and sectors, Graham asked the primarily developer audience to consider how they can use these new and existing memory technologies to develop platforms to solve complex challenges out in the industry.

    As the focus in computing moves from the compute bottleneck to the data bottleneck with the slow down of Moore’s law and the proliferation of data, memory and storage technologies are more important than ever. And while HPC certainly has some unique challenges and specific requirements, many concerns related to price, performance and system balance are shared across the larger computing market.

    Memory is more diversified than ever and Micron has several technologies and products that are optimized for power and performance and target HPC, including Hybrid Memory Cube, solid state drives, NVDIMMs, 3D NAND, and most recently 3D XPoint, which it developed with partner Intel. The non-volatile memory process technology, unveiled last month, is being heralded by its backers as the first new memory category since the introduction of NAND flash in 1989.

    3D XPoint, said Graham, previewing content to come later in his presentation, delivers 1000X the performance of regular multi-level cell (MLC) NAND and 10X higher density than a conventional volatile memory, such as DRAM.

    The Update

    Graham went on to deliver a technology update for the four key technologies that undergird Micron’s portfolio: DRAM, NAND, package technology (aka Hybrid Memory Cube), and new memory technology (aka 3D XPoint).

    In terms of DRAM, Graham said the product continues to come along nicely with strong progress for 20nm yield. And Micron has 1Xnm development underway in Asia and 1Y/1Znm in the US.

    For NAND, 16nm TLC NAND is also ramping up, but Micron will be focusing their efforts more on 3D NAND. First generation 3D NAND is on track for production now, and Micron will move to second generation next year.

    Micron notes its 3D packaging technology, which has been productized in the HMC line, continues to mature. The company is currently manufacturing HMC generation 2, and will be launching HMC generation 3 over the next year to enable even higher density and bandwidth. Graham reviewed that on the networking side, it is being used in data packet processing and in data packet buffering and storage applications. For the high performance computing space, HMC is used for very high-speed, high-bandwidth technology transactions.

    “To be frank, we cannot achieve the applications and system needs without developing a really good packaging technology,” said Graham. “We’re not going to achieve these bandwidth capabilities. We’re not going to achieve the reliability needs. We’re not going to overcome some of the scaling challenges without developing some of these new technology methods. If you look at Hybrid Memory Cube, that’s been the lead vehicle for Micron in order to develop these package technologies for future emerging memories.”

    Graham went on to review the benefits of Micron’s in-package memory, stating that it helps to achieve bandwidth, efficiency and form factor all in one package. “If we have the ability to take DRAM and stack it on top of a logic layer and SoC and be able to control that DRAM with that SoC, it allows us to overcome scaling challenges. Being able to combine these technologies together, gives us unprecedented memory bandwidth that keeps pace with multiple CPU cores, and DRAM alone is not going to do that. This all allows for increased savings in energy/bit, density in a small form factor, higher performance and lower energy, and compelling RAS features,” Graham continues.

  • Reply to

    Why Intel will spend $16.7 billion on Altera

    by wallisweaver Aug 28, 2015 10:29 AM

    Programmable chips are thirty years old.

    you're so dumb - I can't believe it

  • I've been banking in the last 2 months thanks to Godzilla Alerts i buy their alerts once every like two weeks and they mostly always have momentum stock alerts! really suggest to google them & sign up!

    Sentiment: Strong Sell

  • Reply to

    Why Intel will spend $16.7 billion on Altera

    by wallisweaver Aug 28, 2015 10:29 AM

    Programmable chips are thirty years old. They are also slow and have a limited lifetime. There is another word for programmable chips ... flash. Flash memory is basically free now. Wallis, you need to take a one hour course in, "I'm stupid and have no idea what I'm talking about."

  • Reply to

    Why Intel will spend $16.7 billion on Altera

    by wallisweaver Aug 28, 2015 10:29 AM

    It's pretty obvious that intel relied on Wally's technology expertise before closing the deal. Who says message boards aren't a powerful influence on a company's decision?

  • Not a bad week for chips considering the circumstances

    From: Cary Salsberg Read Replies (1) of 10920

    As Fisher says, the last leg down and the first leg up are driven by psychology and emotion, not fundamentals

  • But that doesn't matter, because Intel is FILTHY. Or so I've heard.

    Sentiment: Buy

  • So global chip sales are not falling off a cliff after all - and even better the inventory issue has been already addressed.(no surprise in the days of SAP and Oracle)
    But the chart looked so bad - if I recall correctly Fleckenstein was talking about inventories and even saturation - flexibility curve of demand - the lower the cost/price of chips the more applications - that's basic economics.... crude moved more 10% within 2 days...not supply and demand ...just traders inflicting huge swings....
    and the SOXX chart looked so bad...some times I wonder.... the chart supposed to look forward but it seems to be trailing

    For 4Q15, IC Insights forecasts that the quarterly pure-play foundry market will show a higher than normal growth rate of 4 percent. With most of the inventory adjustments that held back growth in the first half of the year expected to be completed by the end of 3Q15, 4Q15 is forecast to register enough growth to boost the quarterly pure-play foundry market to over $12.0 billion for the first time

  • The quarterly pure-play IC foundry market has recently displayed a seasonal pattern in which the best growth rate takes place in the second quarter of the year and a sales downturn occurs in the fourth quarter. Given that about 98 percent of pure-play foundries’ sales are to IDMs and fabless companies that will re-sell the devices they purchase from the foundry, it makes sense that the pure-play foundries’ strongest seasonal quarter (second quarter) is one quarter earlier than the total IC industry’s strongest seasonal quarter (third quarter).

    However, as shown in the figure, 2015 is not expected to display the typical pure-play foundry quarterly revenue pattern. Although 1Q15 registered its usual weakness, 2Q15 showed a sequential decline, rather than an increase. In 2012, 2013, and 2014, second quarter pure-play foundry revenue showed strong double-digit growth. In 2Q15, results were decidedly atypical with a 2 percent decline in pure-play foundry sales. The primary reason behind the 2Q15 sales decline was the 5 percent 2Q15/1Q15 revenue decline by foundry giant TSMC. TSMC’s 5 percent sequential decline was equivalent to a $366 million drop in its revenue.

    For 4Q15, IC Insights forecasts that the quarterly pure-play foundry market will show a higher than normal growth rate of 4 percent. With most of the inventory adjustments that held back growth in the first half of the year expected to be completed by the end of 3Q15, 4Q15 is forecast to register enough growth to boost the quarterly pure-play foundry market to over $12.0 billion for the first time.

  • Wally still thinks a message board can affect stock prices, and only one poster with thirty aliases is creating problems fo him.

  • I used to work for ML. It didn't matter whether I was right or wrong, as long as I generated trades. Probably still the same. But I think they're on the right side of this one.

  • Reply to

    RBC on Intel....

    by shortsp500 Aug 28, 2015 10:23 AM

    Sigh. How many more times must we read junk like "Intel's exposure to the PC market is still around 60%" when DCG accounted for 65% of profits in the most recent quarter, and is accelerating?

    This sort of slop can be excused coming from casual laymen who are not familiar with the company and only repeat what they have read somewhere. I would have thought RBC might have a higher standard, such as read the 10-Q's, listen to the cc's.

    Sentiment: Strong Buy

  • Reply to

    Why Intel will spend $16.7 billion on Altera

    by wallisweaver Aug 28, 2015 10:29 AM

    It's ridiculous. Spending all that money, when all Intel needed to do was read yahoo message boards to see what a bad idea it is.

    Sentiment: Strong Buy

  • He even alphabetized each ID. OH Oh OH my goodness! The man is DISEASED. LOL! Off to town for sushi, saki, and LAUGHS.

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