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Intel Corporation Message Board

  • wallisweaver wallisweaver Jan 17, 2013 3:13 PM Flag

    Intel reportedly signs biggest foundry customer yet: Cisco

    Summary: Ahead of the quarterly earnings announcement this afternoon, Intel has reportedly signed the biggest customer yet for its growing foundry business.

    Sentiment: Strong Buy

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    • Communications to surpass computers as leading application for ICs

      Our friends at IC Insights in their study, "IC market drivers 2013: A study of emerging and major end-use applications fueling demand for integrated circuits," forecasts communications applications to pass computer applications as the leading end-use for ICs starting in 2014 and lasting through at least 2016. The IC communications market is forecast to grow 9.2% in 2012 to $90.0 billion from $82.4 billion in 2011, and increase 11.7% to $100.5 billion in 2013, breaking the $100-billion level for the first time. The total communications IC market is forecast to reach $114.4 billion in 2014, 4.6% more than the $109.4 billion computer IC market. From 2011 to 2016, the communications IC market is forecast to grow by a cumulative annual growth rate (CAGR) of 14.1%, reaching $159.5 billion at the end of the forecast period. The communications segment accounted for 31.2% of worldwide IC sales in 2011 and the computer end-use segment 41.7%. By 2016, these two segments will flip-flop, with communications forecast to represent 42.2% of the total IC market, compared to 34.0% for the computer segment.

    • Intel's venture into operating a foundry business unit might be off to a solid start, based on a new report.

      Bloomberg reported on Thursday that the hardware giant has inked a deal with Cisco, which would be Intel's biggest customer yet for made-to-order chips.

      Basically, Cisco would design the chips for its networking products while Intel would be responsible for actually manufacturing them.

      Reports and rumors about the chip maker's interest in a foundry business have been around for awhile now.

      Back in December, Intel CEO Paul Otellini commented that the company would be open to being a foundry for a strategic partner -- at least one that isn't a competitor.

      Speaking during the Sanford Bernstein investor conference that month, Otellini didn't name any names, but he seemed to shy away from listing Samsung as a potential client while remaining mum about Apple.

      Yet in this case, it looks like Cisco would fit the bill.

      Neither Intel nor Cisco have commented publicly on the new report yet, and Bloomberg cited a pair of unnamed "people with knowledge of the matter" as its sources for the story.

      We could hear more about this potential development this afternoon as Intel will be reporting fourth quarter earnings after the bell, followed by a conference call at 2:00PM PT/5:00PM ET.

      From Rachel King at ZDNet

      Sentiment: Strong Buy

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