$AMAT$INTC top-3 countries are fighting for leadership in the most advanaced chips manufacturing. US is not in the list. Here is the chart of sales of #ASML - manufacturer of the most advanaced chips equipment. #neutral
President Biden says that The CHIPS for America Act will return Semi jobs to the US. Unfortunatelly, it will not. $50b is peanuts for the Semi capex. US needs $5T to get that done and return leadership in Semi which was lost several decades ago. #neutral
$INTC ‘Intel is back:’ New CEO’s plan to make chips for others excites investors.
This plan exited after-market investors yesterday so the stock was +6%, but today it's -0.35%. Reshore chip production more easy said than done! #neutral
Who is the reason of this auto semiconductors supply shortage? $INTC$MU$NXPI$TXN$MCHP#bullish
5
Adam Taylor 04:58 PM 12/18/2020
$INTC$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.
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Adam Taylor 04:57 PM 12/18/2020
Microsoft Designing Its Own Chips for Servers, Surface PCs
$INTC -10.3% after market - bad reaction for quarterly results and guidance. PC strength and sales of NAND division were not enough #bearish
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Barry Gardiner 03:03 PM 10/20/2020
Consolidation in #NAND sector: Intel $INTC is selling it's NAND business to SK Hynix Inc. #positive for $MU and $WDC in the US market and Samsung, Kioxia (former Toshiba) and SK Hynix abroad
Max Carey 03:30 PM 10/08/2020
$MU$WDC$INTC #NAND and #DRAM price trends are negative until at least 2021 Q2, especially for #NAND#bearish
Lisa Hoppe 12:05 PM 10/08/2020
$INTC John Bonini, Intel VP and GM of Client Computing Group Desktop, Workstations and Gaming just announced the next generation of core processors #bullish
"next generation 11th Gen Intel Core desktop processors (codenamed “Rocket Lake”) is coming in the first quarter of 2021 and will provide support for PCIe 4.0"
$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 PM 08/27/2020
$MU$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
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Ray McNamara 02:33 PM 08/14/2020
$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 PM 06/29/2020
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 PM 05/25/2020
$MU$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.
$INTC McAfee has hired Morgan Stanley and BoAML to prepare an IPO. Should be a good step for Intel to unlock value. #bullishwww.bloomberg.com/news/ar...-for-ipo via @technology
Kourtney West 05:55 AM 11/25/2014
$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.
