Chinese economy is strong than many people think. It's slowing and exports are slowong but consumer spedning will increase substantially in coming months and Interest rates falling (3 cuts in last 2 months) will increase spending. Wait for 2 months and See.
Amazon Engineer Says ARM Chips Lag Intel in Innovation
AWS Distinguished Engineer James Hamilton says Intel is outpacing ARM chip makers in processor development.
Chip makers that leverage ARM's architecture are falling behind Intel's rate of innovation of processors for servers, according to an executive with Amazon Web Services.
Intel, the world’s largest chip maker, has forecast that data centre revenue in India will increase by 15 per cent in the next three years, primarily from the government, academia sectors and cloud service providers. The company said it’s working on steps to support this demand as the computing performance of technology has to go up. “Computing performance has gone up four fold in the last few years,” said Srinivas Tadigadapa, Director of enterprise solutions, Intel South Asia. - See more at: http://indianexpress.com/article/business/business-others/intel-sees-15-revenue-growth-from-india/#sthash.AHWYv2Ee.dpuf
From Intel's 1Q 2015 earnings report.
DCG 1.701 Billion
Total 2.615 Billion
1.7/2.61 = 65 % Operating income from DCG
For 2Q2015 with CCG gropu decling 5-7%, and DCG expanding by 15 %, you get about 70%
of operating income from DCG.