I believe it is just intellectual laziness. Ashraf is not interested in TSM as an investment so he is not that concerned about its prospects/threats as he would be about a stock he owns.
In the same way it got into servers starting as a novice and eventually turning into market leader ... by consistently showing greater performance/price/power improvements than its competition year in year out. Cherry Trail will keep the excellent low power cpu characteristics but add a Haswell type gpu to maybe even pull out a lead against all the ARMy which will make it a very desirable design for customers.
p.s. you and many others here are far too abusive to A.E. just because he takes critical views at time of Intel decisions and choices. You can disagree with him civilly like Wallis without getting offensive and it does not reflect well on those who do.
I tend to believe Alexander''s theory that Intel buybacks are being used prudently to support key TA indicators, in this case the 50 day moving average.
Covered in after-hours lol
16:12 $ 1.40 High 1,624
16:12 $ 1.40 High 4,052
16:12 $ 1.39 Low 100
16:12 $ 1.40 High 100
16:12 $ 1.40 High 1,724
The moving average support pressure is building up, it will overcome this BS and big, today was just a foretaste.
Sounds like it is more convenient to port Silvermont to 28nm than it is to port XMM 7260 to 22nm. XMM 7260 will likely be the last Intel modem done on TSMC 28nm, 14nm trigate looks next for this line.
All the short-term moving averages are under the stock price and they are all rising now every day.
There are two known resistance points above the price now, 1.5 ± 0.04 and 1.63 ± 0.05 according to StockConsultant but I don't believe they will hold out for long under this sustained dynamic upward pressure. It has taken 3 years for the chart to look this good again in this stock.
MeeGo was a great technical success and shaping up to be a great business one too, so much so that MSFT had to buy Nokia Mobile to kill it.
' so sorry it's not about the x86 anymore'
It is for this company because it still generates 100% of the profits here unlike your fantasy ARM chips.
'ARM capitulation ??... must be why INtel is forced to spend Billions in bribes to compete'
It is not using it to compete but DESTROY lol ! Ask AMD how this story turns out in the end ;-).
'That's why they are reluctantly opening their fabs'
Not that reluctantly when you get to fab four digit FPGAs at device level pricing.
'part of the formula is keeping the fabs filled...'
No, just making easy money. Fab fitting out can be modulated to match demand easily enough which is why GMs have recovered.
'Will be at 100% capacity when they capitulate to ARM...'
No post of yours is complete without an idiotic troll one-liner. Intel has enough latent capacity to never really be at 100% and the only capitulation that is going to take place is ARM mobile market-share to x86 which will happen very quickly now as Intel is forcing the pace to weed out the poor ARM licensees. There are no ARM products on the horizon good enough that will force Intel to throw Core and Atom away because that is what your mad delusional comment implies.
It is FREE for ATOM as the CORE family profits have already paid for Fabs and Process technology all the way down to 10nm. 10nm ! When will foundries see that lol ?!
The problem I have with Project Denver is its specification, marry a desktop HPC chip with a low power mobile one and make it perform well at both tasks. I am not saying it can't be done but it is not the easiest task to undertake with such conflicting requirements. Show me lol ! There is as much chance of it succeeding as there is of it being canceled and it is supposed to have been in development for years already.
Yes Ashraf and I did cover and prove it weeks ago. Here's another datapoint, Samsung sell a similarly sized A6 die to Apple for $13 at a 40+% foundry margin, what is their raw die cost ?
Intel's Fab utilization is currently around 80% (according to Analyst Day presentations) which is around the historical average. Fab utilization is fine and ready for a big tablet ramp in 2014 and a big phone ramp in 2015.
We know that Cherry Trail has sixteen Gen 8 EUs as opposed to Bay Trail's four Gen 7 EUs, at least a quadrupling of gpu horsepower on a later gpu spec. This is Haswell-esque gpu performance.