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Intel Corporation Message Board

ideal_invst 32 posts  |  Last Activity: Sep 9, 2014 4:47 PM Member since: May 9, 2011
  • Reply to

    Intel 14nm yields worrisome

    by backbay_bstn Aug 11, 2014 12:22 PM
    ideal_invst ideal_invst Aug 11, 2014 12:42 PM Flag

    14nm technology is qualified and in volume production. Yes, the 14nm yields are slightly below 22nm yields (5-10% per Patrick Moorehead's article in Forbes) at the same stage but NOT worrisome.

    14nm chips are about half the size of 22nm chips and the cost of transistor has actually come down more than in prior process nodes.

    You should either explain fully or wait till you have complete information. Perhaps you should have asked "your" model first.

  • Asus Zenfones with Intel Atom have been selling very well in emerging markets....

    =========================

    Asustek Computer has posted consolidated revenues of NT$40.190 billion (US$1.34 billion) for July, increasing 18.51% sequentially and 12.29%. January-July consolidated revenues rose 2.47% on year to NT$255.723 billion.

    Asustek's brand sales revenues for July stood at NT$36.781 billion, growing 19.27% sequentially and 14.26% on year.

    According to the Chinese-language Economic Daily News, Asustek's notebook and smartphone shipments in July increased on month by 10% and 30% respectively.

    Source: Digitimes

  • Intel Event: 08/11/14 -9:00 AM PT

    Speakers:
    Rani Borkar – Vice President, Platform Engineering Group
    Mark Bohr – Senior Fellow, Technology & Manufacturing Group
    Stephan Jourdan – Intel Fellow, Platform Engineering Group

    Webcast link available at:
    intcDOTcom//eventdetail.cfm?eventid=149021

  • ideal_invst ideal_invst Aug 8, 2014 10:51 AM Flag

    Alex, good info. Russ has also been commenting on the fact that couple of VPs emphasized NVM (non-volatile memory) at the Investor's Meeting in November last year.

    There is something cooking and I would love to get some info on this asap!

  • If I understood Russ Fischer right, he has been hypothesizing that Intel has made the recent massive investments in fabs over the last few years with a view to adding DRAM on the CPU/SoC itself. But for this, Russ could find no other credible reason for Intel to add such huge capacities which is several times over normal CPU/SoC demand.

    The attached article, and especially the last sentence, indicates that Russ Fischer's thesis may be right.

    ================================================

    Intel's Embedded DRAM: New Era of Cache Memory
    Arabinda Das, Senior Technology Analyst, Techinsights

    Extract:

    So by adopting the eDRAM instead of the SRAM, Intel has reduced the real estate needed for its cache memory.

    The eDRAM has enormous possibility for continued shrinking, with some minor modifications. For example, the fin pitches can be reduced to match the pitch of the logic area. The fin's radius of curvature could also be made same as the logic fin dimensions to increase the channel length and provide a better control of the gate. The capacitor height could be made taller to increase the capacitance. In brief, Intel's 22nm process has room to further scale its eDRAM cell at the 22nm lithography node to further increase the memory density with high retention and high reliability. This is what is probably done in the new embedded DRAM discussed in ISSCC 2014, where the memory is 1Gb and the process is still 22nm. It can be expected that in the future, the embedded memory would not only take the load of the cache memory but may also take, with a large memory density, the share and the role of the standalone DRAM.

    eetimesDOTcom/author.asp?section_id=36&doc_id=1323410

  • Reply to

    When is the dividend increase announcement?

    by backbay_bstn Jul 20, 2014 9:05 PM
    ideal_invst ideal_invst Jul 21, 2014 1:12 AM Flag

    I agree. Due to the aggressive buyback, I do expect Intel to increase the dividend to 0.25 per quarter. It is a bit steep (11.1%), but with increasing PC sales due to XP and Windows 7 EOL, reduction in contra revenues over the next few quarters, possibly more design wins for Core M and XMM7260, Intel may be able to handle the increase without too much difficulty. Such dividend increase may also signal increasing confidence on the part of executive management for the next several quarters.

  • From Seeking Alpha (via email)

    Global PC shipments fell only 1.7% Y/Y in Q2 to 74.4M, says IDC. That's much better than the firm's forecast for a 7.1% drop, and smaller than the 4.4% and 5.6% declines respectively seen in Q1 and Q4. Gartner is even more positive, estimating shipments rose 0.1%, thus ending a long string of declines.

    Unsurprisingly (especially given INTC's Q2 guidance hike), IDC thinks business PC upgrades stemming from Microsoft's (MSFT) ending of Win. XP support helped out. But it also says consumer demand was better than expected, with sales of low-end PCs (inc. Chromebooks) improving amid slowing tablet growth.

    Sales in the U.S. and EMEA (two high-ASP regions) rose, while Asia-Pac (exc. Japan) still fell by nearly double digits. IDC now thinks full-year industry growth "could get closer to flat, rather than the May projection of -6%."

    IDC's Q1 share data points to industry leaders gaining at the expense of smaller players: Lenovo (LNVGY) 19.6% share, +270 bps Y/Y. H-P (HPQ) 18.3%, +190 bps. Dell 14%, +180 bps. Acer (ACEIY) 8.2%, -10 bps. Asus (ASUTY) 6.2%, +30 bps. Everyone else 33.6%, -690 bps. HPQ +0.6% AH. Other names with strong PC exposure: AMD, NVDA, MU, STX, WDC, HTCH

  • ideal_invst ideal_invst Jul 2, 2014 5:41 PM Flag

    Alex, no worries...your original point stands, I was just adding a bit of clarification.

  • ideal_invst ideal_invst Jul 2, 2014 5:32 AM Flag

    Alex: I think the author meant the comm chip (LTE-XMM series by Intel) replacing Qualcomm's - there have been other similar rumors to this effect. But I agree with you - by being inaccurate, the author has made the rest of the information suspect and shaky as well.

  • ideal_invst ideal_invst Jun 24, 2014 5:38 PM Flag

    Cool, that would teach the shorts who got in during that period not to try that again :)

  • Chips for server systems are an extremely lucrative business for Intel INTC +1.59%, one that has drawn a crowd of competitors. But some are choosing to pick other battles.

    The latest is Samsung Electronics 005930.SE +1.74%, one of the most prominent makers of mobile phone chips based on technology licensed from ARM Holdings ARM.LN 0.00%. The South Korean company hired a number of server-chip specialists from Advanced Micro Devices AMD -0.82% and other companies, though it never publicly announced plans to try to enter the market.

    But Samsung recently decided to drop the server chip effort and discontinue work being carried out by a team in Milpitas, Calif., a person familiar with the situation said.

    That’s not far from a longtime outpost for Samsung’s chip unit in San Jose, where the company is building a new research and development center.

    “In response to recent changes in the business environment and the emergence of new R&D opportunities, Samsung Semiconductor has refocused some of its R&D efforts,” a spokeswoman for the company said. “The scope of the new campus project will not be affected.”

    Another company leaving the server-chip push to others, at least for the moment, is Nvidia NVDA -0.77%.

    The well-known maker of graphics chips, which developed a line of ARM chips called Tegra that is aimed at tablets and smartphones, used the 2011 Consumer Electronics Show to announce an effort to develop a more powerful offering in an effort called Project Denver. A company blog post at the time said the future product would extend “the range of ARM systems upward to PCs, data center servers, and supercomputers.”

    blogsDOTwsjDOTcom/digits/2014/06/24/samsung-nvidia-shy-away-from-server-chip-battle/

  • Reply to

    Run to $32?

    by intel_fanboy Jun 24, 2014 12:18 PM
    ideal_invst ideal_invst Jun 24, 2014 12:38 PM Flag

    Alexander: Would you like to be surprised? I'm sure you will take it.

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