$INTC$MSFT Microsoft has stepped up hiring of processor engineers in recent years, recruiting in the backyard of chipmakers such as Intel, Advanced Micro Devices Inc., Nvidia Corp. and among those cut adrift when Qualcomm Inc. abandoned its server chip efforts.
Adam Taylor 05:57 19/12/2020
Microsoft Designing Its Own Chips for Servers, Surface PCs
$INTC good overview of Intel's strategic decisions presented at Architecture Day on August 13, 2020. Some of the ideas:
- Refinement of 10 nm process due to initial problems
- No clear indication that 7 nm is the next step, instead 'next generation' term used. Some of the components could be built at external fabs (think TSMC?).
- New approach to SoC - build it from separate blocks tired to a task (purpose built client)
- Solid packaging roadmap
Max Carey 07:32 28/08/2020
$MU$WDC$INTC took a bit of market share in NAND market from Samsung in Q2 2020. Demand from Chromeeboks, next iPhone series and new consoles will increase, but high inventories at Server OEMs and PC OEMs will lead to overall oversupply on NAND market in Q3 2020 #bearishwww.dramexchange.com/Week...709.html
Ray McNamara 02:33 15/08/2020
$INTC Intel Architecture Day - must view/study. But I should recognise that the material is tough to comprehend for non-semi professionals
#NAND price forecasts are getting worse. Q3 price decline could reach 10%. $MU$WDC$INTC#negative
Max Carey 07:58 30/06/2020
Change of the trend in #NAND market! Urgent orders driven by COVID-19 are decelerating and #NAND market is gowing from tight supply to balanced supply and demand. Prices are expected to fall in Q3 and Q4 #negative for $MU$WDC$INTC
Max Carey 07:50 26/05/2020
$MU$WDC$INTC#NAND Q1 2020 bit demand stable QoQ, ASP increased so revenue is up to 8.3% mostly due to growth in demand from data centers - well ahead of flat expectations on February 21.
$4331$4332$4333$4335$4336$4337$4338 for those who don't know: here is the original press release from 2000 explaining why 7 Nasdaq stocks are traded on HKEx. "The Nasdaq shares are being admitted for trading only. They are not listed on SEHK. The Nasdaq Stock Market retains responsibility for the regulation of these companies to ensure that they meet the relevant listing requirements." www.hkex.com.hk/eng/newsc...news.htm
Intel Corporation designs, manufactures, and sells computer components and related products. The Company's major products include microprocessors, chipsets, embedded processors and microcontrollers, flash memory products, graphics products, network and communications products, systems management software, conferencing products, and digital imaging products.