Intel Corporation Message Board

ARM Holdings (NASDAQ:ARMH): In light of Tuesday’s analyst day, Canaccord raised its estimates for the company after its management pointed out strong long-term royalty and market growth opportunities into high and low tier smartphones. Canaccord also believes it is well positioned to benefit from increasing emerging market feature phones, tablets, and high-tier smartphone refreshes. It rates the shares at Buy with a $56 price target, up from $52.

or Covello or Shah lately ? guess not

any clue khitchdee ??

any news

Quanta Computer expects its notebook shipments in the second half of 2013 to increase by 50% from the first half, company vice chairman CC Leung said at an investors conference on May 14

At the 22 nm node, we estimate that superior electrostatics and reduced junction capacitance in FinFETs may provide a 13~23% reduction in delay relative to planar FETs. However, this benefit is offset by enhanced gate-to-source/drain capacitance (Cgs) in FinFETs. Here, we measure FinFET Cgs capacitance at 22 nm-like dimensions and determine that, with optimization, the FinFET capacitance penalty can be limited to

IAN KING – 09 MAY 2013

INTEL, the world's largest chipmaker and a major employer in Ireland, will appoint chief operating officer Brian Krzanich as chief executive officer next week, leaning on an insider to accelerate a shift toward mobile devices as the personal-computer age wanes.

The former factory manager will become the sixth CEO in Intel's history at the annual shareholder meeting next Thursday, when Paul Otellini, (62) steps down as CEO and director.

In opting for Mr Krzanich (52), Intel hewed to a tradition of hiring for the top job from within, backing a three-decade veteran who firmly grasps the complexities of making the chips that run more than 80pc of the world's PCs.

Yet, as Intel lags behind Qualcomm in the production of semi-conductors for smartphones and tablets, the decision not to appoint an executive who has expertise in mobile technology carries risks.

"A fresh set of eyes from an external candidate might have been a good move," said Cody Acree, an analyst at Williams Financial in Dallas.

"Intel has to be ultra-successful in another large market or in a lot of markets to re-invigorate your growth."

Mr Krzanich's main challenge will be jump-starting Intel's efforts to gain ground in the market for chips that run mobile devices.

The PC industry, Intel's stronghold, is facing its second consecutive decline in annual sales this year while tablets and smartphones continue to surge.

Intel has spent more than a decade and billions of dollars trying to gain a foothold in smartphones, yet chip

Citi Research's Glen Yeung: Better than ARM? "We suspect that Intel's Silvermont [micro-architecture] will provide better performance metrics than even ARM's vaunted Cortex A15...Expected to appear in tablets in [the second half 2013] and smartphones in [the first half 2014], Silvermont also has the distinction of being the first mobile chips (from any vendor) to benefit from tri-gate [3D] transistors...And like ARM's Cortex A15 core, Silvermont is a fully out-of-order architecture, a feature heretofore not present in Atom solutions...We view Silvermont as the basic building block for Intel's future mobile architectures."

Intel chip gives new hope for Windows 8 tablets
Analysts are encouraged by Intel's new Atom design. So future Windows Blue-based tablets powered by Intel's revamped mobile chips could provide a lift for Microsoft and its hardware partners.

by Brooke Crothers May 8, 2013 5:07 PM PDT
38 CommentsFacebook36Twitter185Linked In11More

Dell Latitude 10: Expect Windows Blue tablets -- packing quad-core Bay Trail processors -- that are as slim or slimmer than the Windows 8 variety.
(Credit: Microsoft)
Analysts are upbeat about Intel's new mobile chip design due later this year. That could mean a much-needed boost for Windows 8 tablets -- where many of those chips will land.
Imagine this: an ultraslim, light tablet with roughly twice the performance of any Atom-based Windows 8 tablet on the market now. (And that's the full version of Windows, not Windows RT.)
That could happen in the second half of this year.
So think of Windows Blue (or Windows 8.1) products similar to Samsung's 0.38-inch thick ATIV Smart PC 500T Tablet or Dell's 0.4-inch thick Latitude 10 with new Intel quad-core "Bay Trail" processors based on the overhauled Atom micro-architecture.
And smaller tablets, like Acer's rumored 8-inch tablet, should ultimately benefit too.
That can only be seen as good news for Windows 8 tablets, which haven't exactly been taking the market by storm.
Here'

Indeed, Intel is finally seeing some success in mobile after years of futility. “Our checks suggest mobile is garnering plenty of interest,” said Doug Freedman, an analyst with RBC Capital Markets. “Traction in mobile is upcoming, as the magnitude of design wins may be surprising to investors. We feel that even ahead of a more compelling leading-edge 14nm line-up in 2014, (as) Intel is today receiving a lot of interest from OEMs. There has been feedback from our handset ecosystem checks suggesting that Intel's 2014 ultra-mobile platform may be their best yet. This is especially encouraging given that the expectation on Intel’s success in ultra-mobile is very low.”

Intel Takes On ARM With 22nm Atom
Chip giant also bolsters security software line
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By Mark LaPedus

Intel Corp. this week took two steps to boost its efforts within its two key markets: microprocessors and security software.

Taking another shot to displace ARM Holdings in the mobile, tablet and other markets, Intel rolled out its new and long-awaited microarchitecture for its Atom processor line. And in another move, McAfee, a subsidiary of Intel, signed a definitive agreement to acquire Stonesoft Oyj, a developer of network firewall products, for approximately $389 million in cash.

On the processor front, Intel rolled out Silvermont. The technology is an umbrella microarchitecture that will serve as the foundation for a number of new Atom processors, based on its 22nm tri-gate transistor architecture.

The previous versions of the Atom processor line are based on its 32nm planar technology. With Silvermont, Intel takes the process lead in the markets addressed by ARM and its technology partners, many of which are still ramping up 28nm planar chips.

The Silvermont-based processor lines include the following product codenames: Bay Trail, Merrifield, Avoton and Rangeley. Bay Trail is geared for tablets, Merrifield is aimed for smartphones, Avoton is targeted for microservers, a

Last year, Intel’s mobile chief told me in an interview: “Windows 8 on tablets, Android on smartphones. Right now, I have as many people working on Windows 8 tablets as I have on Android phones… the way for us to succeed is to focus – through close collaboration with Google on Android, and Microsoft on Windows 8.”

Who knows whether Intel is actually telling the truth, though, or whether that’s just political posturing to keep the Wintel alliance healthy. We would be very surprised if Intel didn’t have some x86 Android tablets in its R&D labs.

Silvermont could be very exciting in the smartphone space, however. While Medfield wasn’t the fastest SoC on the block, it was fast enough – and as we’ve already noted, performance isn’t everything. Silvermont will be much faster than Medfield, while consuming less power. At this point we can’t say if Silvermont will beat the latest Qualcomm Snapdragon or Apple A-series SoCs, but it will almost certainly be fast enough to power a flagship smartphone, while hopefully not breaking the battery bank.

With Intel’s continued work on x86 Android, it now seems fairly certain that this will be the year that an Intel-powered smartphone finally arrives in the US market. If that phone is a success, Intel will finally have a mobile beachhead – and it will be then, and only then, that ARM will finally experience the big guns of Intel’s manufacturing mastery and promise to release a new Atom core every 12 month

silly

What quarter will be the first few percentage of revenues will come from 20-nanometer for TSMC?

Morris Chang - Chairman and Chief Executive Officer
What quarter will be the first 2% quarter?

Lora Ho - Chief Financial Officer and Senior Vice President of Finance
Well, based on our current estimation, it will be roughly second quarter 2014.