U.S. Markets closed

Intel Corporation (INTC)

NasdaqGS - NasdaqGS Real Time Price. Currency in USD
Add to watchlist
64.19-1.03 (-1.58%)
At close: 4:00PM EDT

64.19 0.00 (0.00%)
After hours: 5:26PM EDT

Sign in to post a message.
  • L
    Lion's Share
    Estimates put peak densities (million transistors per mm2) at:

    TSMC 16nm 28.2
    TSMC 10nm 52.5
    TSMC N7 is 91
    TSMC N5 is ~171
    TSMC N3 is ~290

    Intel 14nm 37.5
    Intel 10nm 101
    Intel 7nm ~200-250

    Note that these are peaks. Critical logic isn't made at peak densities.

    From Ian Cutress of Anandtech.
    Intel 10nm is denser than TSMC's so called 7nm. One of the biggest marketing gimmicks in semiconductor industry.
    And that's why it is fair to assume Intel's house is in order once they are manufacturing 10nm.
    The nanometers don't mean much, its a marketing gimmick.

    Search for relevant tweet if interested in more details. Even if 7nm capacity at TSMC is freed up, Intel has not much to fear.
  • j
    jon_am_i
    Let me get this straight... nvidia grace cpu will be coming out 2023 and will be for a niche market... meanwhile intel GPU that rivals nivdia top of the line GPU is coming out this year and potentially replace all gaming PCs and data center GPU... having said that don’t you think Intel should be trading at$600 and Nvidia at $65?
  • C
    Cornerlot
    INTC is like the Wizard in the Bearing Sea. Its the biggest and oldest boat in the fleet and comes back with its tanks stuffed worth double of that of its competitors. Always got buoy chasers looking to profit off their back. Crab in the tank is money in the bank!!
  • L
    Lion's Share
    Grace server CPU will create only minuscule opportunity (if at all, in 2023) for nVIDIA where GPUs may be used with processors, x86 vendors have nothing to worry about it. In fact, it is other way round. With Intel's Ponte Vecchio to be released soon, nVIDIA may lose some GPU market to INTC. Intel Habana AI training chips are already being used in Amazon AWS and now in San Diego Supercomputer. And there are analyst on Wall St. who see this:

    As per Barron's:

    New Street Research analyst Pierre Ferragu took a different view. “We call [its] bluff,” he wrote in a Tuesday note. To Ferragu, the data-center chip can only capture a small piece of business tied to Nvidia GPUs (graphics processing units) in big data-center systems. The chip won’t expand the addressable market, and the potential opportunity is “an order of magnitude smaller” than the GPU business.

    Let this dust settle, INTC will be rising again for many reasons, Intel GPU being one of them.
  • T
    TOM
    $AMD conversation
    It's clear $intc attempts to quietly change its business to become a pure fab player like TSMC, diversifying its chip designs x86 that have no chance to compete with AMD, and future ARM made by AMD too and others. But it will be a long and risky journey with $10s of billions spending not guaranteed to make a profit.
    New Intel's CEO continues previous CEO's move to stop depending on x86 chips only at a more extreme level. X86 could be sold in a few years, but not known if the contract fab business can replace the revenues lost.
    Why risk such adventures? Sell Intel's shares now, buy AMD is the prudent choice to fo as AMD has successfully transformed its business to become the chips designer for the world with the Xilinx's merger.
    Don't be fooled!
  • T
    TOM
    $AMD conversation
    Pay close attention to this AMD roadmap leak. If 5nm Zen4 comes out for Jan 2022 CES, it means EPYC Genoa is coming next year too! $intc is finished!
    "AMD Roadmap Leak: Major Platform, Graphics Changes Coming in Zen 4"
    https://www.extremetech.com/computing/321796-amd-roadmap-leak-major-platform-graphics-changes-coming-in-zen-4
  • T
    TOM
    $AMD conversation
    New Microsoft announced Surfaces laptops BASHING $intc !
    "Microsoft wasn’t very clear on how consumers will know to pick between the AMD or Intel models. But it said the AMD models will offer better gaming performance and will be more appealing for people working with photo and video software given the boosted graphics. Part of that decision will be made for you depending on how much you want to spend. The entry-level model only comes with an AMD chip, for example."
    Ha... Microsoft has just advised to select AMD as Intel is second best! WOW
    https://www.cnbc.com/2021/04/13/microsoft-surface-laptop-4-price-release-date-intel-amd.html
  • C
    Cornerlot
    You buy the dip. INTC will bring the chips!
  • C
    Cornerlot
    So the AMD bulls are here attempting to persuade or belittle the INTC investors into switching stock ownership. Lol. AMD went from 97 to 79 and lower. I will stick with the cash machine INTC. AMD guys should worry about their own stock positions. Laughable!!!
  • J
    John
    Pat Gelsinger responds to Nvidia Hotair on toms hardware.

    "Intel's latest Xeon processors integrate AI-accelerating technologies under the umbrella name DL Boost, which currently includes such instruction set extensions as AVX512_VNNI (Cascade Lake and Ice Lake) and AVX512_BF16 (Cooper Lake only). Both have proven to be quite competitive in general (at least according to tests conducted by Intel) and when dealing with optimized algorithms, they can make Intel's CPUs outperform Nvidia's GPUs by up to 15 times."
  • T
    TOM
    $AMD conversation
    A joke. .. so nVidia's has announced a PLAN to make servers ARM CPUs competing with $intc ... oh sure Intel's no ARM development. Competition is with AMD which has a lot of advanced IP in ARM plus the Samsung rDNA Exynos partnership on 5nm fab should be out soon. No, this is the typical BS that trying to get clueless retail investors to buy nVidia's shares. AMD has a long history of ARM based servers, developed their own the K12 and hold an ARM architecture license allowing them to develop their own ARM compatible CPUs just like AMD can do that with Intel's x86. I'm expecting AMD to launch ARM datacenters CPUs THAT ARE SOCKET COMPATIBLE WITH THEIR EPYC and use SAME IO CHIPLET as EPYC connected with an ARM 5nm chiplet from Samsung through infinity fabric! Do you understand how simpler it's to have the same server boards that could fit both Zen and ARM servers? Everything else is the same? With AND's engineering team plus Xilinx's there is no comparison with nVidia's just starting to develop an ARM processor product. Look at past nVidia's ARM APUs - horrible and stuck within Nintendo Switch. Plus some used for automotive applications. No nVidia's no talent to make CPUs especially compared with AMD. This should jump AMD's shares way higher, of course Intel's toast.
    https://www.reuters.com/article/nvidia-arm/nvidia-announces-arm-based-grace-server-chip-in-direct-challenge-to-intel-idUSL1N2M51J6
  • T
    TOM
    $AMD conversation
    $intc yet to be launched Ice Lake is dead lol
    "AMD Ryzen 9 5900 & Ryzen 7 5800 Zen 3 OEM Desktop CPUs Launched – 8 Core Features Impressive Performance, Value & Overclocking Potential For A 65W Chip"
    https://wccftech.com/amd-ryzen-9-5900-ryzen-7-5800-zen-3-oem-desktop-cpus-launched-8-core/
  • F
    Fred
    on the Tuesday, 21 September 1999 a island-wide earthquake hit Taiwan and destroyed over 50.000 buildings, a new strong earthquake is long overdue. If it happens then INTC will be above $200 in a blink of an eye. On the other side, if you hold TSM, AMD, NVDA you should be aware of this risk, Sure, it is a very low risk over a single day, but a increasingly high risk for the next years...
  • L
    Lion's Share
    Speaking looely, nVIDIA's new server processor's major is to ensure high bandwidth communication between CPU and GPU for training and specialized AI applications using NVME link. Needless to say, the incumbent x86 processors in servers won't support this over pcie for a competitor.

    Few points to be noted. Without this feature, the writing on the wall for nvidia is loss of GPGPUs for AI in HPC/servers as both Intel/AMD have their own CPUs and server (Intel about to launch) GPUs. This has a real risk of putting nvidia in disadvantage. Ponte-Veccio, does 41 TOPS in FP64 TODAY in Silicon as opposed to nVIDIA's best Ampere's 11 TOPS of FP64. Indeed, as Pat Gelsinger pointed, it's a reaction by nVIDIA to stop INTC/AMD to eat into its server GPU market, NOT the other way round. The market, as usual, is irrational and prone to pump.

    The first purported silicon will be available in 2023 and remember it will be competitive (BIG IF) only for certain AI workloads (Not all). A realistic competitor is due by 2025.

    What's the chance the first Silicon will succeed? ZERO!!
    Server Silicon is not a joke. Amazon worked on graviton for 5 years and only a few months back the processor has some semblance of competitiveness in BENCHMARKS, selling and making money from them is YEARS YEARS away. AMZN can put them into their own AWS, nvidia has to show profits by selling them ASAP.

    How difficult it is to get a competitive silicon for CPU? Ask Samsung.
    They had their Exynos SoC with custom ARM cores being designed for years into their OWN mobiles and other hardware. Yet, with all the multi-year effort in Austin Research Center, they could not beat Snapdragon for their flagship phones. And Samsung, let me tell you, is one heck of competitive company. None other than ex-AMD head of Opteron lead that development for a decade!

    Plus, Intel is coming up with Ponte-Vecchio, and many more EMIB/Foveros packaged devices and they have till 2025 to deliver.

    In summary, nvidia's so called processor is first of all targeting only a subset of workloads in servers, their chances of competitive silicon are low and selling them is not a given. Competitors are not going to sit idle.

    If at all, I believe this is nVIDIA's shot at protecting its server GPU turf from INTC/AMD, not the other way round. The market reaction of clueless jokers on Wall St is of course foolish. Where is the money on table from the CPUs anytime soon?
  • H
    Hellrai$er
    Nvidia is up 3.09%, AMD is up 2.05%, Intel is down 0.28%

    Is is clear to see who is the king of tech, the runner-up and the old dying dinosaur.

    $NVDA $AMD $INTC
  • A
    Anonymous
    If/when China tries to take over Taiwan, game over for AMD and Nvidia, while INTC goes to $200+
  • A
    Anonymous
    $TSM conversation
    SambaNova, AI chip designer are going IPO, big one. I just read that they use $TSM not $INTC to make the chip. If SambaNova goes public then TSM will be even more valuable to other customers. I felt good after reading that article today.
  • A
    Ali
    So if INTL announces that they will produce GPUs, will INTL start trading at 80 PE and NVDA at 12?
  • J
    JeffG
    The CPU, named Grace after the late pioneering computer scientist Grace Hopper, is designed to work closely with Nvidia graphics chips to better handle new computing problems that will come with a trillion parameters. Systems working with the new chip will be 10 times faster than those currently using a combination of Nvidia graphics chips and Intel CPUs. The Swiss National Supercomputing Centre and U.S. Department of Energy’s Los Alamos National Laboratory will be the first to use the chips in their computers, Nvidia said Monday at an online event.
  • T
    TOM
    $AMD conversation
    This is unbelievable! Even though Microsoft is using last gen mobile AMD's APUs vs $intc paper tiger 11th gen, in their Surface pro 4, they STILL ADVICE customers to choose AMD over intel for better higher performance, and cost if using gaming, video editing erc!
    WOW Intel's Tiger Lake is a flop per Microsoft!