While Intel is about to see tougher server processor competition, no rival can match the breadth of its offerings, or its industry support. Just as the PC CPU market has been overdue for some real competition to challenge Intel’s hegemony, the same could arguably be said for server CPUs.
Category: CPU
Tyson’s New CEO: The Future of Food Isn’t Meat
Tyson Foods' new CEO is on a mission to change people's perception of the iconic brand-which has faced chicken abuse and price-fixing charges. Hayes says he is now pushing the 80-year-old meat processor towards sustainability, plant-based … The new CEO of one of the world’s largest meat processors, Tyson Foods Inc., sees plant-based protein as a big part of the food industry’s future.
SAPVoice: Why Platform, Not Pipeline, Will Save Your Business
Rapidly pacing the front of the room, voice bellowing, arms gesticulating, you’d think Erich Joachimsthaler, Founder of Vivaldi , was doing his best drill sergeant impersonation from Stanley Kubrick’s Full Metal Jacket . Alas, Mr. Joachimsthaler was nowhere near marine barracks; he kicked off a pretty great “Jam Session” called “Disrupt or Be Disrupted: Embracing Digital in B2B.”
Intel and Samsung’s Latest 4G Modem Launches Should Make Qualcomm a Little Nervous
Since Qualcomm has a near-monopoly position in the 4G LTE and 3G EV-DO modem markets, Apple and others have argued, phone makers have had little choice but to agree. and to a lesser extent Samsung are welcome news for Qualcomm, since their feature sets give Qualcomm more ammo for its claim that its chip customers have plenty of alternatives.
Paypal and Alphabet Spell it Out for Investors
In this episode of Industry Focus: Tech , they share the most interesting points from both reports, from the most important earnings numbers to little Q&A gems that shed some light on each companies’ long-term plans, and more. Motley Fool co-founders Tom and David Gardner have spent more than a decade beating the market.
Intel Corporation Might Finally Fix This Huge Flaw With Expensive Gaming Chips
Intel offers PC gamers chips with four incredibly fast processor cores , and it also offers them chips with between six and 10 processor cores , but each of these cores is much slower than the four-core chips. Although Intel does not provide sales data by individual chip model, I have a strong suspicion that even gamers with very deep pockets often opt for the super-fast quad-core chip rather than go for one of the more expensive chips.
VMware: Cramer’s Top Takeaways
In an “Executive Decision” segment, Cramer spoke with Pat Gelsinger, CEO, and Sanjay Poonen, COO of Customer Operations at VMware , the virtualization software pioneer with shares that are up 15% so far in 2017 after the company announced a $1.2 billion stock buyback. Gelsinger said that VMware was one of the first companies to turn one physical CPU into 10 virtual CPUs and today, 80% of all workloads are managed virtually since software is so much more efficient and flexible.
Why Intel Corporation’s Cannon Lake-EP and EX Server Chips May Be Dead
Skylake-EP and EX represent all new architectures built using the company’s 14-nanometer+ technology, while Cannon Lake-EP and EX were supposed to represent mild architectural enhancements of the Skylake-EP and EX chips, but with the benefit of being built on the company’s upcoming 10-nanometer chip manufacturing technology. Although I can’t make this prediction with 100% certainty, I strongly suspect that based on Intel’s most recent disclosures, Cannon Lake-EP and EX are dead.
Intel Corporation Expects to Grow Client Computing Group Profit Margin
CCG is Intel’s largest business by revenue, generating nearly $33 billion in sales during 2016. Most of that revenue comes from sales of processors and related components into personal-computer systems, although the company has seen reasonable success from the sale of chips that power cable gateways and, more recently, cellular modem chips into Apple ‘s At Intel’s Feb. 9 analyst day, company management went over its financial expectations for this segment for 2017 — and beyond.
Intel Corporation Lowers Long-Term Data Center Growth Forecast
After missing this target many times over the last several years — as Bernstein Research’s Stacy Rasgon pointed out in a recent note to clients, Intel only met or exceeded the 15% goal once in the last six years — Intel finally took down its long-term growth target at its Feb. 9 investor meeting. Let’s go over the company’s new financial targets, and look at the company’s rationale for bringing them down.
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Intel’s second-largest business unit by revenue, and arguably its most important business for the long term, is its data center group . The business is attractive for a couple of key reasons.
Samsung Galaxy TabPro S2 specifications, features leaked ahead of MWC 2017
As Samsung prepares for the upcoming MWC 2017 event in Barcelona, there have been a slew of rumors about the products that will be launched. Speaking about the expected devices, Samsung has been long rumored to launch the Galaxy TabPro S2 at MWC 2017 event on February 26. Successor to the Windows-10 powered Galaxy TabPro S which was launched at CES 2016, the Galaxy TabPro S2 has recently passed through the Federal Communications Commission in the US.
Xiaomi Goes All-In On Retail to Revive China Smartphone Sales
After pioneering online flash sales in China to reach the top of the smartphone market, Xiaomi Corp. is turning to old-fashioned retail to arrest its slide. The phonemaker will roll out a chain of about 1,000 brick-and-mortar stores under the Mi Home banner over the next three years, as co-founder Lei Jun mimics a strategy that’s helped the Oppo and Vivo brands leapfrog Xiaomi to the top of China’s smartphone market.
4 Key Quotes From Amd Ceo Lisa Su
Ryzen, the company’s new CPU, aims to go toe-to-toe with Intel AMD reported its fourth-quarter results in January, concluding its fifth consecutive year of losses. The situation could improve dramatically this year if Ryzen and Vega drive market share gains, something the market is already pricing in.
Why Advanced Micro Devices Still Has Room to Run Higher
AMD shares have seen stellar gains since the company reported strong fiscal first quarter results last week, but there are reasons to think it can appreciate even more. Shares of the chipmaker have climbed more than 30% in the days since AMD reported stronger-than-expected fourth-quarter results last Wednesday.
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Market-intelligence firm CB Insights has compiled a list of the major acquirers of private artificial-intelligence companies over the last five years. This list reveals well-known tech giants making large investments to increase their capabilities in AI.
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Market-intelligence firm CB Insights has compiled a list of the major acquirers of private artificial-intelligence companies over the last five years. This list reveals well-known tech giants making large investments to increase their capabilities in AI.
AMD Shows Progress as Ryzen Launch Looms
The company beat analyst estimates across the board when it reported its fourth-quarter results, driven mostly by its Polaris graphics cards. The PC CPU market also treated AMD a little better, with client processor sales improving compared to the third quarter.
Intel Corporation Thinks It Can Gain Share in FPGAs in 2017 and Beyond
Altera has been part of Intel for a while now, now operating as the latter’s Programmable Solutions Group . On Intel’s most recent earnings call, management provided quite a bit of information about how the business did in 2016 and what it expects from it during 2017 — let’s go over it.
1 Key Reason NVIDIA Corporation Stock Could Fall
Large-cap stocks simply don’t increase 280% in a single year without a clear and meaningful catalyst. That’s exactly the case with graphics semiconductor giant NVIDIA As you’ll see, NVIDIA’s central role in several of the fastest-growing markets in technology should fuel its continued revenue and profit growth for years to come.
AMD’s Last Report Before Ryzen: What to Expect
Ryzen, its upcoming high-end CPU, will launch sometime during the first quarter, and Vega, its new high-end GPU, is set for some time during the first half. AMD is expected to grow revenue during the fourth quarter compared to the prior-year period, but a steep decline compared to the third quarter is also expected.
Apple’s iPhone Sales Will Dominate Earnings But You Should Pay Attention to Other Key Areas
The December quarter is always a big one for the iPhone. But this time, it’s also very important for the Mac, the Apple Watch and other businesses.
The Chronological History of How Qualcomm Became the Most Powerful Apple Supplier Ever
This was not a pleasant relationship — at least according to Apple. Instead, this relationship was skewed significantly in favor of Qualcomm, and there wasn’t a whole lot that Apple could do since the iPhone fundamentally relies on cellular connectivity.
The Chronological History of How Qualcomm Became the Most Powerful Apple Supplier Ever
This was not a pleasant relationship — at least according to Apple. Instead, this relationship was skewed significantly in favor of Qualcomm, and there wasn’t a whole lot that Apple could do since the iPhone fundamentally relies on cellular connectivity.
Report: NVIDIA Corporation’s in-House Graphics Cards to Affect Partners’ Profitability
In the past, the company would build what are commonly referred to as “reference design” graphics cards. These are add-in-boards that incorporate NVIDIA’s graphics processors that are sold to end users, who then plug them into their computers.
NVIDIA Corporation Volta Architecture Rumor Emerges
A while back, Fudzilla reported that Volta, like Pascal, will be manufactured in TSMC’s 16-nanometer technology. This rumor made sense, considering Volta is probably going to be launched too early to be manufactured on TSMC’s 7-nanometer technology, and it’s unlikely that NVIDIA would use TSMC’s 10-nanometer technology for high-performance graphics processors, as the 10-nanometer technology is widely viewed as a “stop-gap” technology aimed squarely at mobile processors.
Qualcomm’s Lucrative Licensing Model Jeopardized by FTC Scrutiny
Qualcomm Inc. built itself into the world’s biggest and most profitable smartphone chipmaker by using a simple formula: selling billions of dollars worth of semiconductors while raking in fat profits from licensing fees tied to the underlying technology. That lucrative model is under siege on a growing number of fronts — most recently this week when the U.S. Federal Trade Commission accused Qualcomm of using its dual businesses to thwart competition in the $100 billion market for phone chips.
Qualcomm sued in US over claims of unfair phone chip patent deals
Qualcomm, the world’s biggest producer of mobile phone chips, forced Apple to exclusively use its products in return for lower fees, US regulators claim. Details of the alleged deal were listed by the competition watchdog, the Federal Trade Commission, as part of a lawsuit against the chipmaker.
Dairy farmers replace ‘way too cute’ cartoon cow in logo redesign
The Dairy Farmers of Canada’s former symbol for Canadian-only milk products has been around for decades. The new look is meant to be less cute and more professional.
Intel Corporation’s Optane Cache for PCs Sounds Cool If It Works
With the launch came new chips from Intel as well as new motherboards using the company’s new Z200-series motherboard chipsets . The main new feature that came with the Z270 chipset is support for the company’s new Optane memory technology.
The Personal Computer Market Plunged 5.7% in 2016
Market research company IDC announced on Jan. 11 that the category of products that it refers to as “traditional [personal computers]” dropped 1.5% year over year during the fourth quarter of 2016 and by 5.7% over the course of the entirety of 2016. IDC said that the first quarter of 2016 was “still constrained by high inventory, free Windows 10 upgrades, and difficult comparisons to commercial replacements in 2014 that were fueled by the end of support for Windows XP.”
Why Mobileye Considers Itself a Leader in Autonomous Driving
In an interview, a Mobileye executive discusses his company’s autonomous driving alliances and what makes its processors and software unique. With autonomous cars all the rage at CES 2017, it wasn’t hard to find test vehicles using Mobileye’s technology.
Mobileye Outlines Why It Considers Itself an Autonomous Driving Leader
BMW, which announced at CES it plans to deploy 40 autonomous test cars in 2017 that feature Mobileye and Intel I talked with Mobileye Chief Communications Officer Dan Galves about how his company, the biggest supplier of vision processors for driver-assistance systems, is positioned in the budding autonomous driving hardware market. And what the company considers its main strengths relative to the competition.
Intel Joule shipments blocked in key countries, pending certification
If you can’t find Intel’s Joule developer boards in your country, it’s because shipments have been held up. Intel’s Joule 570x and 550x are powerful computer boards that can be built as a PC, or be used to build robots, drones, or smart devices.
Why Apple Inc. Should Update the MacBook Pro Lineup in the Spring
Both the 13-inch and 15-inch variants saw significant overhauls, including new track pads, faster processors, brighter and more colorful displays, and even the inclusion of a new touch bar on higher end 13-inch and all 15-inch models. The machines represented nice steps forward for the MacBook Pro lineup, which hadn’t seen substantial updates for quite some time.
Intel Corporation PC Chief Talks Manufacturing Strategy
These chips, as would be expected, deliver improved performance and power efficiency relative to the company’s sixth-generation Core processor family. What is interesting about these chips is that they represent a third wave of products manufactured in the company’s 14-nanometer manufacturing technology, which was first used to build the company’s fifth-generation Core processors.
Top Takeaways From CES 2017: Nvidia Struts Its Stuff While Intel and Samsung Look for Growth
Intel gave a first-hand look at VR’s potential and Samsung added to its smart home bet, but Nvidia stole the show by announcing impressive new partnerships and initiatives. In their own ways, Intel and Samsung’s big news events on CES 2017’s press day carried with them important subtexts about where growth in their largest businesses has flattened, and how the companies are looking to respond.
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Can the memory chip specialist build on this success with another fantastic performance in 2017? First, I have already taken a look at the potential downside for us Micron investors. In short, the risks involved in owning Micron next year are significant but also limited.
5 Things Micron’s Management Wants You to Know
The company’s first-quarter results beat expectations, and its guidance for the second quarter foretells a return to exceptional profitability. While Micron’s first-quarter numbers give investors a good idea of where the company stands, management provided additional information during the earnings conference call.
2 Things to Watch From Qualcomm Inc. in 2017
Although the company’s stock price is up about 34% year to date , its financial results in its most recent fiscal year were uninspiring. Qualcomm closed its fiscal year on Sept.