The Intel Execution in [2024]
- Thread starter Shifty Geezer
- Start date
Intel says Lunar Lake will have 100+ TOPS of AI performance — 45 TOPS from the NPU alone meets requirement for next-gen AI PCs
45 TOPS for next-gen AI PCs? Check.
Intel axes 13th Gen Core i5, i7, i9 K-series CPUs — lineup will be discontinued by May 24th 2024
So long Raptor Lake!
Nvidia blames Intel for GPU VRAM errors, tells GeForce gamers experiencing 13th or 14th Gen CPU instability to contact Intel support
Even Nvidia is aware of Intel's instability issues with Raptor Lake
Intel will have spent over $160,000,000,000 on new fabs, assembly, packaging, testing and R&D facilities by 2030
Big bucks on big projects equals big expectations. No pressure, then.
Brave investors will be getting onto Intel, as there's some massive upside potential here over the rest of the decade, but boy that's a huge gamble. I will say that building out more fabs is likely what Intel needs to do more than anything. They need scale. Even if their nodes aren't as good as promised/expected and they cant charge top price, they still need the ability to procure and satisfy a large number of customers and quantity. Because there's no going back from this. This is a 'failure is not an option' situation. They have to make the foundry business work. They've forced themselves into a 'spend big or go home' strategy.Intel will have spent over $160,000,000,000 on new fabs, assembly, packaging, testing and R&D facilities by 2030
Big bucks on big projects equals big expectations. No pressure, then.www.pcgamer.com
I honestly dont like it. Intel had no reason to be so confident in their execution to go betting the farm like this. I really feel if they wanted to do the foundry business thing, they should have gotten their fabs in order and competitive first, and then started making investments into expansion and external customers.
Intel CPU-dispensing vending machine game spotted in Japan — one user got a Core i7-8700 for $3
www.tomshardware.com
Intel CPU-dispensing vending machine game spotted in Japan — one user got a Core i7-8700 for $3
These machines are normally full of plastic toys.
That's enough money to buy a top end Nvidia graphics card, which is easier said than done.
https://wccftech.com/intel-q1-2024-earnings-the-company-posts-a-gaap-net-loss/
Intel's total segmental revenue amounted to $17.08 billion, including $4.369 billion in revenue recognized in its Foundry division. After accounting for intersegment elimination costs of $4.353 billion, the company's net revenue totals $12.72 billion.
Intel has reported non-GAAP gross margin of 45.1 percent vs. expectations of 44.5 percent. Moreover, the chipmaker has disclosed a GAAP net income of -$437 million. On a non-GAAP basis, the company has earned a net income of $759 million vs. consensus expectations of $580 million.
During the quarter, the company burned $1.2 billion in cash to fund its operations. Its cash and cash equivalents now stand at just below $7 billion.
Intel's total segmental revenue amounted to $17.08 billion, including $4.369 billion in revenue recognized in its Foundry division. After accounting for intersegment elimination costs of $4.353 billion, the company's net revenue totals $12.72 billion.
Intel has reported non-GAAP gross margin of 45.1 percent vs. expectations of 44.5 percent. Moreover, the chipmaker has disclosed a GAAP net income of -$437 million. On a non-GAAP basis, the company has earned a net income of $759 million vs. consensus expectations of $580 million.
During the quarter, the company burned $1.2 billion in cash to fund its operations. Its cash and cash equivalents now stand at just below $7 billion.
Similar threads
