The chipmakers’ 3D XPoint next-gen memory offers a middle ground between expensive DRAM and relatively slow NAND flash memory. It’s great for games, analytics and possibly more.
Category: Intel
Intel Should Remain Dominant in Server CPUs, but AMD and Qualcomm Just Made Things More Interesting
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.
Overnight Tech: Tech firms back teen in transgender rights case |…
MORE TECH COMPANIES TAKE ON TRANSGENDER RULING: Major technology companies including Apple, Amazon, Twitter and Intel on Thursday officially signed an amicus brief in support of a Supreme Court case regarding protections for transgender students. The brief, organized by the Human Rights Campaign , is in favor of a suit brought by transgender student Gavin Grimm.
Why Intel and Samsung’s Latest 4G Modem Launches Should Make Qualcomm a Little Nervous
This column originally appeared on Feb. 24 on Real Money, our premium site for active traders. Click here to get great columns like this.
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.
Do Women Need Ivanka Trump to Break the Glass Ceiling?
Yesterday’s roundtable between President Trump, Canadian Prime Minister Trudeau and nine top female executives was arranged by Ivanka Trump. The first daughter is rapidly emerging as a champion for women at work, particularly those of the entrepreneurial and leadership variety.
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.
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.
Intel’s Growth Strategy Is Decent, But Could Create Openings for AMD and Qualcomm
The chip giant hopes to offset PC and enterprise server weakness with cloud, IoT and flash memory growth. But the strategy could create opportunities for AMD and Qualcomm.
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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.
Intel Pledges $7 Billion Arizona Investment in Trump Meeting
Intel Corp. Chief Executive Officer Brian Krzanich said the semiconductor maker will invest $7 billion to complete a chip factory in Chandler, Arizona, becoming the latest company to use a meeting with President Donald Trump to tout spending and job-creation plans that were already in place. Krzanich, speaking Wednesday in the Oval Office, called the investment an expansion of Intel’s presence in Chandler that will finish a plant — already under construction — capable of advanced 7-nanometer chip production.
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.
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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.
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.
Why Intel Corporation Is Expecting Another Slow Year for Its Data-Center Group
In the past, the company had set a long-term revenue compounded annual growth rate in this business of 15%, although the company has clearly been unable to hit that target over the past couple of years, recording around 11% growth in 2015 and 8% growth in 2016. Heading into 2017, Intel is now expecting revenue growth in the “high single digits” for DCG — well below its previous 15% target, and even lower than the more relaxed “double-digit growth” goal that management has referred to in the past and now appears to aspire to for the future.
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.
Intel Corporation’s Capital Returns Strategy
Put simply, Intel has guided for significantly higher capital expenditures for the year, something that’s likely going to reduce the free cash flow that the chipmaker will generate during the year. During the company’s most recent earnings call, new Intel CFO Robert Swan described the chipmaker’s capital returns strategy in a reasonable amount of detail.
Western Digital, Seagate and eBay: Jim Cramer’s Views
Cramer shares his views on Western Digital and Seagate being just plain old buys, and how some companies are having some very good quarters. Jim Cramer shares his views every day on RealMoney .
Intel’s Earnings Were Solid, but Its Guidance Raises Some Questions
Weak enterprise server demand, tougher competition from AMD and rising capital spending could partly offset the success of various growth initiatives. A stabilizing PC market is proving to be a nice tailwind for Intel .
Here’s Why Intel Corporation Didn’t Raise Its Dividend
In a previous column , I went over several potential reasons why the company may have opted not to boost its dividend. Now that the company has announced its full-year earnings results for 2016 and, more importantly, issued its financial guidance for 2017, it’s quite clear why the chip-maker held off on giving its shareholders raises.
‘The explosion in data is so great that it’s almost like, if you have storage space, we’ll take it!’
If you didn’t know any better, we were back in 1999 when Intel and Microsoft and Western Digital and Seagate were hot as freshly shot cannonballs, because we figured out how to get some “high speed” lines to connect personal computers to the world wide web. Of course, those companies are, with the exception of Intel, really very different beasts now.
Should You Sell Qualcomm After Apple’s $1 Billion Lawsuit?
Back in 2008, Sprint deployed its first WiMax network, a 4G standard which wasn’t heavily dependent on Qualcomm’s patent portfolio. Intel championed theuse of WiMax chips, but Qualcomm opposed WiMax in favor of its upcoming LTE standard — which it could generate more licensing fees from.
Intel Corporation Doesn’t Raise Its Dividend
The lack of a dividend increase could give us some insight into Intel’s thinking around its cash generation and use during 2017. At $1.04 per share, at a share count of approximately 4.74 billion, Intel is paying out roughly $5 billion in dividends per year.
Intel Shares Advance in After-Hours on Earnings Beat, Upbeat Guidance
Intel beat Wall Street’s expectations for the fourth quarter of 2016 and gave a positive outlook for the fiscal first quarter and the full year. Intel reported stronger-than-expected results for the fourth quarter of 2016 after Thursday’s closing bell, helped in part by growth in its data center unit.
Better Buy: Intel Corporation vs. NVIDIA Corporation
After such a stellar run, it could be argued that NVIDIA stock is overvalued. On the flip side, Intel, similar to NVIDIA, is putting its efforts and resources into conquering new high-growth markets.
Apple, Inc. Had to Get In Bed With Qualcomm Because of Verizon
The original iPhone launched as an AT&T exclusive, and AT&T’s 3G network is built on GSM. The Mac maker was still paying licensing fees to Qualcomm But things got a lot more complicated in 2011, which is when Apple and Qualcomm really took their relationship to the next level.
What Investors Should Expect When Intel Corp. Reports Fourth-Quarter Earnings
The semiconductor giant is slated to post fourth-quarter results after the closing bell on Thursday, Jan. 26. Here’s what investors should look for in this update. Intel’s official guidance for the fourth quarter points to revenue rising approximately 5% year over year, stopping at $15.7 billion.
Apple’s $1 Billion Lawsuit Against Qualcomm Has to Be Music to Intel’s Ears
Like Qualcomm’s disputes with regulators, the company’s legal battle with Apple is complex and could take time to unfold. That could pave the way for a stronger Apple-Intel partnership.
Apple’s $1 Billion Lawsuit Against Qualcomm Has to be Music to Intel’s Ears
But the fact Qualcomm is also the world’s largest mobile chip supplier, and still counts Apple as one of its largest customers, throws a unique wrinkle into this battle — one that, depending on how the dispute unfolds, could work greatly to Intel’s Just three days after the U.S. FTC filed an antitrust suit against Qualcomm that alleged the company had a 5-year modem exclusivity deal with Apple that featured patent royalty rebates, Apple has announced it’s suing Qualcomm for allegedly withholding close to $1 billion in rebates as retaliation for cooperating with South Korean regulators in their own Qualcomm probe. Last month, South Korea’s Fair Trade Commission fined Qualcomm $853 million for several alleged practices.
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In other words, it signaled to investors that it was ready to get more serious about trying to make money from building chips for other chip design houses. Over the past several years, some companies have announced manufacturing deals with Intel’s contract chip manufacturing division, called Intel Custom Foundry .
ASML Stock Hits All-Time High After 4Q Earnings Beat, Robust Order Book
A SML Holding NV shares surged Wednesday after the Samsung Electronics and Intel chip supplier reported better-than-expected fourth-quarter sales and profit. Veldhoven, Netherlands-based ASML said sales hit a 1.9 billion for the three months ending in December, translating into net income of a 524 million and earnings per share of a 1.23.
3 Questions for Intel Corporation on January 26
Although the company is planning to host its financial analyst day shortly thereafter, on February 9, during which the company will go into deeper dives into each of its business units, there are still several questions I’d like to hear answered during the company’s upcoming earnings call. Here are three.
Where Will Qualcomm Inc. Be in 10 Years?
But the next decade could be tougher for Qualcomm, which faces stiff competition in mobile chips and regulatory pressure to lower its royalty rates. Let’s take a closer look at how Qualcomm is addressing these challenges with new strategies, and where they might take the chipmaker over the next 10 years.
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.”