missed by $20 -30 million - "sharply" lower
Intel shipping $20 to 30 million would be nothing.....
IDF 2014: Intel Starts Shipping Edison Compute Module
Intel reveals plans for the future of Edison development platform, ahead of its European launch in October
On September 15, 2014 by Max Smolaks 0
Intel has started shipping the Edison compute module – a tiny development board that features 1GB of RAM, 4GB of flash memory, built-in wireless and a dual-core Atom CPU capable of basic processing tasks – to customers in the US.
I would say companies that are best positioned for "Internet of things" would be either microcontroller companies or analog companies, and the reason why is because that's really what you need in order to develop the semiconductor for "Internet of things." So companies like Microchip (MCHP), Texas Instruments (TXN), Silicon Labs (SLAB), these are companies that have publicly announced that they are investing heavily into the "Internet of things" markets.
well - MCHP advanced products capacity constrained....
Device and Cloud Connectivity
Edison's small size, relatively low cost and wireless computing capabilities make it a useful building block for a range of uses, according to Intel.
Built with a 22-nanometer Intel Atom SoC, the Edison module features a dual-core, dual-threaded 500 MHz CPU and a 32-bit, 100-MHz Intel Quark processor MCU. It includes dual-band Wi-Fi and Bluetooth Low Energy for both device-to-device and device-to-cloud connectivity.
some people might not know the difference between a micro controller and a microprocessor
- all of MCHP's stuff is based on ARM - and MCHP's advanced products are capacity constrained ....
maybe things are changing......
May 30, 2013 · Microcontroller, Analog Companies Best Positioned for "Internet of Things" Trend: Microchip (MCHP), Texas Instruments (TXN) and Silicon Labs (SLAB ..
How are you?
Mr. Monday AM quarterback -
you bought Intel under 20 and sold for pocket change -
I think INTC dividend is more than "competitive" - consequently it makes sense to buy back -
that's why Intel has fabs in Ireland and Israel
Litho is BIG ticket item and its sold by ASML
Intel always hedges - usually they have ALWAYS two suppliers or at least split up the business among two suppliers -
I wonder whether the TEL AMAT merger will go through - all the big players don't like it
IMHO the Samsung investment will focus on memory and I tried to explain why - you might have noticed or not - Samsung did not disclose what the fab will be used for -so you have to do your own research
No - I am not concerned - growth prospect for memory look very good
WW is probably not perfect BUT a lot better than sewer rats like you - LOL
still raving about FAB 42 and NO dividend increase....looser
brainless moron - just like Intel you should have bought ASML
Halt die Klappe
as an Intel shareholder I support and benefit from capex short as well as longterm -
it's a very simple concept and far too complicated for you to understand
Intel increases Dividend - I win
Intel spends on Capex - I win
Should this confidence be a concern to Intel shareholders?
you could always "hedge" by buying equipment stocks - Intel shorts too dumb to understand that concept.
1.) the investment will spread out over 3 year time period
2.) Samsung has to prioritize -
before Intel shorts get too excited they should realize "mobile" does not justify this kind of investment - to be specific Samsung foundry + captive business
3.) growth prospect for mobile DRAM and NAND are excellent
4.) toolsets for logic (foundry / captive) are very, very different compared to NAND, DRAM (memory)
logic consists of 12 plus layers of metal (Interconnects) - memory NOT - big difference IOW you can NOT switch from memory to logic (foundry) on the fly
Intel can change from SoC to CPU on the fly - they can run SoC and CPU side by side (because ythey are both logic device)
5.) conclusion : the new Samsung fab is probably going to manufacture memory chips -
NAND device are also going to use a 3D approach and capital intensity is going up, up, up
A NAND / mobile DRAM combo
even changing from DRAM to NAND and vice versa is NOT trivial
all bullish on chip equips - I said it years ago ...buy equips and Intel....
Life is good
Intel shorts don't have a pot to pee in....
remember beingreen or whatever - switched to apology - all roadkill.....
and waldblow the market timer got probably stopped out again with another loss ,,,
where are you?
two wars on credit card - a stinking mess created in Iraque due to lying propaganda ...
(just like Goebbels lied when claiming Poland was attacking the 3rd Reich)
it's a miracle that Obumer was able to turn this around
Global semiconductor sales continue to climb in August
The Semiconductor Industry Association (SIA), representing U.S. leadership in semiconductor manufacturing and design, today announced that worldwide sales of semiconductors reached $28.4 billion for the month of August 2014, an increase of 9.4 percent from the August 2013 total of $26 billion and an uptick of 1.3 percent over the July 2014 total of $28.1 billion. Year-to-date sales through August are 10.1 percent higher than they were at the same point in 2013. All monthly sales numbers are compiled by the World Semiconductor Trade Statistics (WSTS) organization and represent a three-month moving average.
“The global semiconductor market continued to demonstrate broad and sustained strength in August, and sales remain well ahead of last year’s pace,” said Brian Toohey, president and CEO, Semiconductor Industry Association. “Demand is strong across nearly all semiconductor product categories, and the industry has now posted sequential monthly growth for six consecutive months, thanks in part to continued strength in the Americas market.”
Toohey also noted that continued U.S. semiconductor industry strength bodes well for the overall U.S. economy. He cited an SIA whitepaper released this week that found that the U.S. semiconductor industry is one of the top contributors to U.S. economic growth of any domestic manufacturing industry. To learn more, read the SIA whitepaper here.
Regionally, year-to-year sales increased in Asia Pacific (12.3 percent), Europe (10.9 percent), and the Americas (7 percent), but decreased slightly in Japan (-1.7 percent). Sales were up compared to the previous month in the Americas (2.3 percent) and Asia Pacific (1.7 percent), held flat in Japan, and decreased slightly in Europe (-1.3 percent). Sales increased across all regions for the three-month period from June to August compared to the previous three-month period from March to May.
most shorts are too stupid to figure out an upturn - than they wait and short.
Intel shorts are very weak - most depend heavily on charts and extrapolate from the past not able to detect changes
Fleckenstein is prime example - in 20 30 years he has learned nothing
we all know Capex is "controlled" by a handfull of players compared to dozens 20 years ago -
the chance of building overcapacity has diminished and capital intensity is going up IOW
more $ capex per waferstart -
LAM up -- see Samsung - should be one of Lam's key customers - probably why they are up so much
I stay away from chipmakers with exception of Intel -
analog has good growth potential but I am not up to date.
IRF was bought by Siemens with a very high premium
Rode my bike to Mono Lake (120) ....you know Whoa Nellie Deli aka Mobil gas station?
Is Kirby (Lifewater surf shop) still around?
you will never see this kind of hyping from Intel
as I said before ARM foundries are dogfighting for ARM business
, and chip stocks are the worst tech stocks to have in a recession.
your losses are even worse - you could not resist and shorted chip equipment stocks - I know exactly how your (short) brain works - just go to the KLAC board - a lot of chart suckers like you shorted it and they are roadkill.
You lost a ton of money - far more - you are pathetic and in panic mode
you are incapable to adjust to a changing environmemt because you are trapped within you shortsided
perception - you could a Fleckenstein - you are at the same wavelength like Fleck and you lost money on chip stocks - and that's why you are bitter -
I read your posts - because it helps me to understand "where you are coming from" and I profit from it because when all the chart suckers like you screamed short KLAC I went long -
do you notice ?
he's posting here constantly - must be nervous
he probably got stopped out at least a 100 times and lost a ton
he repeats himself confirming that he is indeed senile -
South Korea is falling further behind in its chip design industry compared to China, whose market growth is getting stronger, a report said Sunday.
China's fabless industry grew 28.1 percent last year from the previous year, marking sales of $5.76 billion, according to the report from the Korea Institute for Industrial Economics and Trade. The increase raised the country's global market share from 6 percent to 7 percent.
South Korea recorded $1.74 billion in sales, an increase of 2.6 percent, for a world market share of 2.1 percent, a fall from 2.3 percent in the previous year.
Fabless companies provide integrated chip designs but have no manufacturing facilities of their own. They place orders with foundries.
The KIET report said there are some 500 chip design companies in China, with the industry getting full support from the state.
The country, which has the biggest demand for semiconductors, still relies heavily on foreign firms to meet its demands but is trying to become competitive in chip design, driven by expanding low-end smartphone market at home, the report said.
"China's chip imports amounted to $231.3 billion last year, up 20.4 percent from a year before," #$%$ Dae-young, a researcher at KIET, said. "The Chinese government is hoping to localize the semiconductor industry so that it can lessen the import of chips whose amount is bigger than imports of crude oil." (Yonhap)