Intel Corp (INTC)

[borusa]

El, are you seeing in you crystal ball any signs of Dell building a fab for Intel? Even just an announcement, you know, to slow the swirl around the drain??

[GolfFishSurf]

Yeah, he's probably right. I think Intel should be around $60 or so.

I was just pointing out that the Weed dude always throws out ridiculous and beyond-possible price predictions on a bunch of different tickers. This time it was somewhat close to reality, so it made me chuckle.

[JTROKS]

My son said AMD is setting the pace right now. My son is a gamer, CS major, builds PCs and all that geeky stuff.

[GolfFishSurf]

Why did you predict so low this time? Usually, you predict beyond-ridiculous values, so I would expect you to say something like $150 for this one.........

[weedtrader420]

Loading up INTC$ $80 TARGET PRICE WOOHOOOOOO

[Elmer Phud]

Parts is Parts...

[SteveSchiets]

Hey Koog, I confess it's hard not to try to say something about Lightwave here. But the Intel gang here knows about the problems in the industry today. The photonics industry is also Intel except they aren't doing a great job driving costs down.

Lots of players in the industry. Just like 50 years ago when IC was just a garage project. Many good posters on our board. Don't underestimate small cap investors.

[Koog]

I doubt many here are interested in Lightwave Logic although I'm sure you are a true believer.

[SteveSchiets]

Im very interested on the initiative Intel does with silicon photonics. I believe this is the way forward. Based on the interview i saw from Global Foundries it’s not so simply to mass produce this technology in a fab. Integration of this fairly new (15 years) photonics industry is difficult at best. Still Anthony Yu is hopeful this can be done. After pressing the reset button on the whole process. His fab in Malta is the perfect R&D possible.

[borusa]

I was wondering who fabs their GPU chip. I was thinking TSMC?

I know what you mean about the Religion. Many ways to go with that, some good some bad.

[SteveSchiets]

What do your hear about silicon photonics?

[drjohn]

He did an excellent job at VM ware, I follow him on twitter now, seems competent, comes off a little religious, that does not bother me, but I am sure it may bother some people. Intel needs Alderlake and their new discrete graphics to be at least triples and preferably homeruns.

I keep hearing rumors the discreet graphics will be close to 3080 performance at 499- 599 Dollars, if that's true both NVidia and amd will be in for some hurt.

[borusa]

Gelsey seem a friendly fellow and has a warm heart. I don't envy him for what he has been tasked with.

For a long time Intel had monopoly power and used marketing power and segmentation to make the most of what they had. I don't think they advanced the technology as much as they could have. In fact they did quite the opposite.

[drjohn]

https://twitter.com/PGelsinger?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1396874661447667712%7Ctwgr%5E%7Ctwcon%5Es1_&ref_url=https%3A%2F%2Fwww.tomshardware.com%2Fnews%2Fintel-tapes-in-7nm-meteor-lake

[drjohn]

Intel Tapes In 7nm Meteor Lake Compute Tile
https://www.tomshardware.com/news/intel-tapes-in-7nm-meteor-lake
Useful info from Tomshardware, I didn't believe that was possible anymore.

[The Whale]

I know...it's laughable.

[Koog]

So, a company co-writes a white paper with Intel promoting Intel's OpenVINO™ toolkit. That means the company is Intel's customer, not a partner. Oh, and the company's stock sells for 12¢ a share. They were fortunate that they got to co-write the white paper.

[FrankMD]

Gaurav Chandra M.D.
@drgauravchandra
Enzolytics and Intel publish thought leadership collaboration highlighting Intel’s AI Analytic tools, Enzolytic’s innovations and groundbreaking contributions to create universal, durable, and broadly effective treatment targeting virus.#ENZC #AI #Covid

Enzolytics and Intel publish thought leadership collaboration highlighting Intel’s AI Analytic tools, Enzolytic’s innovations and groundbreaking contributions to create universal, durable, and broadly effective treatment targeting virus.#ENZC #AI #Covid https://t.co/USnzYhcom6

— Gaurav Chandra M.D. (@drgauravchandra) May 14, 2021

[FrankMD]

INTC and ENZC? https://www.intel.com/content/www/us/en/healthcare-it/resources/enzolytics-whitepaper.html

[Koog]

Because they have MANY years of experience supplying embedded controllers to Bosch, GM, Ford and many others. They understand the intricacies of being an automotive supplier. From the 8061 to CAN and beyond. Engine controllers, ABS, car area network. And that is just a reportage of what they did in the 80's and 90's. I am retired now and don't have visibility into what's going on now.

[PeteBob]

Can you share your insight as to why you feel Intel would be a viable supplier to an automotive company?

[Koog]

Possible foundry business for Intel?

Ford Redesigning Parts to Use More Accessible Chips, Weighing Direct Deals with Chip Foundries

http://www.fxempire.com/news/article/ford-redesigning-parts-to-use-more-accessible-chips-weighing-direct-deals-with-chip-foundries-729730

[dirtydozen911]

good day to add a tad.......just grabbed 500 $55.16....gla

$$$$$$$$$$$$$$$$$$$$$$$$ INTEL $$$$$$$$$$$$$$$

[borusa]

That is some sage advise. Thanks for stopping by.

[Freeparking100]

Been trying to tell people. The tech game is about staying hungry, the moment complacency sets in you are history. Intel will only stay relevant cuz China is about to take over Taiwan (tsmc) and AMD will be screwed. Whole semi space about to sell off. Shorting intel is crowded now but plenty of room lower. Everyone is flat footed on Amd still. Might be the best short in the space. Can act as a hedge for your longs cuz the China Taiwan situation is the catalyst to end the globalization p/e applied to the entire stock market.

[fastpathguru]

Let’s have some fun with math now. AMD’s Epyc CPU sales were up $356 million by our math comparing Q1 2020 to Q1 2021, and Intel’s Data Center Group sales were off $1.43 billion. Some of Intel’s revenue decline is due to increasing price competition from AMD (and some from homegrown Arm servers at Amazon Web Services), and some of it is due to the fact that a CPU sale lost also takes away chipset sales and in some cases a motherboard sale, so there is a multiplicative effect. Intel can counterbalance that by tossing in network interface cards or FPGAs into a CPU and chipset sale for a bigger bundle, but at a much-reduced price. Our point is that a dollar gained by AMD is not a dollar lost to Intel – it is many dollars lost. And, as we have said before, this sets a new ceiling for pricing and that money per unit never comes back. Ever. Ask the failed RISC/Unix server businesses of Sun Microsystems and Hewlett Packard.

https://www.nextplatform.com/2021/04/28/amd-hits-intel-below-the-belt-in-the-datacenter-wallet/

fpg

[fastpathguru]

The trick will be getting the cash to return enough to pay the dividend.

Intel is reducing/suspending stock buybacks.

They're also asking for $10B(!) in subsidies to expand capacity in Europe. Quite a big "ask", given their recent conflicts...

Might not be the most, erm, competitive offer Europe sees.

fpg

[xetex]

Interesting: Gelsinger asks EU to pay full cost of European fab

https://www.electronicsweekly.com/news/business/gelsinger-asks-eu-pay-full-cost-european-fab-2021-04/

This is what Gelsinger wrote:
https://www.ft.com/content/34b07427-6bca-431d-8406-62762fc46941

[alan81]

I don't expect INTC to move too much either way so a short position is relatively safe. The trick will be getting the cash to return enough to pay the dividend.
Alan

[Unkwn]

True.

[alan81]

I do think we will see more of this in the future... but it is not clear Intel has started to drop ASP's yet. There is also some loss to ARM.
Alan

[Unkwn]

You have to consider that AMD competes on price in the datacenter, especially at the high end. This means that Intel had to lower prices but AMD stll wins designs because of the better performance and efficiency. You can't just substract AMD's gain from Intel's losses. Intel feels the competition double, by losing units sold but also by having to compete on price. Especially painful in the high margin server business. This can become an avalanche quickly.

Disclosure: I went short INTC (small position) now because of exactly this.

[alan81]

I don't think we have too much visibility into that. Intel is shipping a lot of low power network edge products. The reviews always compare the fastest highest end products, but that is not representative of what is shipping overall.
Alan

[fastpathguru]

Might be a bit more even if you measured in perf/watt/$...

fpg

[infamous]

this is nothing but a long term buying op. if someone doesnt realize that, they need to take investing 101! INTC

[alan81]

Keep in mind INTC data center dropped about $1.5B YOY, while AMD gained about $350M, so indeed... most of the drop was not competition but the market. It will be interesting to see what we get going forward.
Alan

[Unkwn]

Although I haven't had time to dig into the numbers, it appears AMD had a decent quarterly earnings report.

Yes, let's look at some numbers instead of chart babble .

AMD did well. Here's the snippet that Intel investors should maybe worry about the most:

Now turning to our Enterprise, Embedded and Semi-custom segment. Revenue increased 286% year-over-year to $1.35 billion, driven by strong growth in both semi-custom and EPYC processor sales. Semi-custom revenue declined by a single-digit percentage sequentially, which is better than typical seasonality. We expect semi-custom sales to remain strong throughout 2021, driven by significant demand for the latest generation Sony and Microsoft consoles.

In server, we delivered another quarter of record server processor revenue as EPYC processor sales more than doubled year-over-year and grew by a strong double-digit percentage sequentially.

Sales of both our second and third gen EPYC processors increased sequentially as growing adoption of our second gen offerings was complemented by third gen EPYC processors successfully ramping into production across multiple cloud and enterprise customers. Third gen EPYC processors offer 25% more performance per watt compared to our previous generation, and deliver both, per-socket and per-core leadership across database, ERP, data analytics, Java, virtualization, cloud and supercomputing workloads.

Cloud demand was particularly strong in the quarter as Tier 1 providers expanded their EPYC processors deployments to power more of their internal infrastructure and introduced 11 new AMD powered instances.

We expect the number of AMD powered instances to double by the end of the year to 400 as Microsoft Azure, Amazon, Google, IBM, Oracle and Tencent significantly expand their offerings with third gen EPYC processors.

For the enterprise, Cisco, Dell, HP Enterprise, Lenovo, and Supermicro all announced plans to expand their AMD-based offerings, with more than 100 new third gen EPYC processor powered server platforms that deliver superior performance and total cost of ownership.

In HPC, we built momentum with new high-volume wins, including the National Center for Atmospheric Research, Sweden’s Institute of Science as well as a unique on-prem and cloud solution for the United Kingdom’s national weather modeling service that will be the world’s most powerful weather and climate forecasting supercomputer.

Taking a step back, I’m very pleased with the progress we have made in our data center business over the last several years as each new EPYC processor generation has ramped significantly faster than the previous generation.

We have established AMD as a trusted strategic partner to the largest cloud enterprise and HPC customers, based on developing and consistently delivering a leadership multi-generation CPU roadmap.

2021 marks an inflection point in terms of the scale, ecosystem support and customer adoption of our EPYC and Instinct processors.

In the first quarter, data center product revenue more than doubled year-over-year and represented a high-teens percentage of our overall revenue. We expect data center product revenue to grow significantly as we go through the year, driven by our strong pipeline of new cloud, enterprise and HPC wins.

We significantly accelerated our business in the first quarter and now see higher growth for the year, driven by increased customer adoption for our products, overall market strength and additional supply from our supply chain partners.

If Intel had a different tone on their call, now you know why. To me it seems a bit odd that Intel claims that market conditions made for their decline in the data center and not competition. I think, at a certain point, outright lying to your shareholders does more harm than just stating the truth.

Intel's cash cow is faltering. Be aware of that (no matter what the chart "tells" you).

[borusa]

He looks great!

[Koog]

Although I haven't had time to dig into the numbers, it appears AMD had a decent quarterly earnings report.

[infamous]

this is perfect entry for INTC here. loving these retraces! INTC

[Unkwn]

No comments on the lastest report? Especially the DCG numbers? Only trader babble here ...

[xetex]

Elmer is here: https://bit.ly/2QzpJDE

[borusa]

What ever happened to Elmer Phud? He used to spend time many a day, defending rebates to Dell. Although we opposed each other over issues, I hope he is getting along well.

[dirtydozen911]

nice progress here this week.........next week we poke our heads thru $70

$$$$$$$$$$$$$$$$$$$$$$$$$ INTC $$$$$$$$$$$$$.....gla

[borusa]

The share price has been going up. Something to bring you back to earth. Note Intel is mention near the bottom.

# Version Announced Country System Description
1 Genoa 03/04/20 USA EI Capitan/Lawrence Livermore-LLNL,EPYC+Instinct
1 Milan 04/07/21 Japan KAGAYAKI, JAIST, EPYC 35,840 cores
2 Milan 02/26/21 Sweden Dardel, KTH Royal Inst of Tech, EPYC+Instinct
3 Milan 02/23/21 Spain AEMET, EPYC 50,000+ cores
4 Milan/Rome 02/08/21 Netherlands SURF, EPYC+A100
5 Milan 01/27/21 UK InstaDeep, Kao Data's Harlow campus, EPYC+A100
6 Milan 01/27/21 USA Cheyenne, NWSC of NCAR, EPYC 2482 nodes+A100 82 nodes
7 Milan 10/21/20 Finland LUMI/Snow, CSC-IT Ctr, EPYC 200k cores+Instinct
8 Milan 10/19/20 Australia Setonix, Pawsey SupCpt Ctr, EPYC 200k+ cores+750 Instinct
9 Milan? 10/13/20 Japan Earth Simulator 4, JAMSTEC, EPYC+A100
10 Milan 06/22/20 Germany Mistral, DKRZ, EPYC 3000 nodes
11 Milan 06/05/20 USA Anvil, Purdue Univ, EPYC 1000x128 cores+16x4xA100
12 Milan 06/02/20 USA Jetstream 2 Cloud, Indiana Univ, EPYC 57k cores+360xA100
13 Milan 05/07/19 USA Frontier/Oak Ridge-ORNL, EPYC+Instinct
14 Milan 04/20 USA Perlmutter/Lawrence Berkeley-LBNL/NERSC-9, EPYCx3000+A100x6000
1 Rome 02/11/21 Czech Tsubasa, CHMI, EPYC 48 nodes 7002+NEC Vector Engine
2 Rome 02/11/21 UK COSMA 8/DiRAC, U of Durham, EPYC 360 nodexdual 64 core 7H12
3 Rome 12/14/20 Bulgaria Discoverer, Sofiatech, EPYC 7H12
4 Rome 12/11/20 USA Andes, OLCF/Oak Ridge-ORNL, EPYC 7302
5 Rome 11/16/20 USA NVIDIA SuperPOD, EPYC 7742 20k cores+A100
6 Rome 11/16/20 Switzerland Alps, Swiss National SCS, EPYC 7742 128k cores
7 Rome 11/16/20 Japan Ohtaka, ISSP of U of Tokyo, EPYC 7702 215k cores
8 Rome 11/16/20 USA Aitken 2, NASA/Ames Research Ctr/NAS, EPYC 7742 131k cores
9 Rome 11/16/20 India PARAM Siddhi-AI, C-DAC, EPYC 7742 42k cores+A100
10 Rome 11/16/20 Italy Davinci-1, EPYC 7402 38,400 cores+A100
11 Rome 11/16/20 USA TinkerCliffs, ARC of Virginia Tech, EPYC 7702 332x2x64=41,984 cores+V100
12 Rome 11/16/20 USA RedRaider, HPCC of Texas Tech U, EPYC 7702 264x2x64=30,720 cores+V100
13 Rome 11/16/20 USA Mangi, MSI of U of Minnesota, EPYC 164x32=20,992 cores+V100
14 Rome 11/04/20 USA Mammoth(HPC cluster)/Lawrence Livermore-LLNL,EPYC 64x128 cores
15 Rome 10/20/20 USA Chicoma/Los Alamos-LANL, EPYC 7H12/76k cores
16 Rome 10/15/20 Czech Karolina, VSB - IT4 Innovations, Technical U of Ostrava, EPYC+A100
17 Rome 10/01/20 Slovenia Vega, IZUM, EPYC 7H12
18 Rome 10/01/20 Japan Deigo, SCDA of OIST, EPYC 7702/456x128 cores
19 Rome 09/29/20 Luxembourg MeluXina, Luxprovide, EPYC
20 Rome 09/09/20 NW/SD/CD Northern Data AG, Norway/Sweden/Canada, EPYC+Instinct
21 Rome 07/21/20 USA HiPerGator, EPYC+148xA100
22 Rome 06/29/20 USA Bell, Purdue Univ, EPYC 7662 448x64x2 cores+MI50
23 Rome 06/24/20 Germany Goethe University, CSC A+ server, EPYC 7002+MI50
24 Rome 06/24/20 Belgium Flemish Supercimputer Ctr VSC,Ghent University, EPYC 7H12
25 Rome 06/22/20 Switzerland CERN, LHC, EPYC 7742
26 Rome 06/22/20 USA Selene, SuperPOD, EPYC 7742 556k cores+A100
27 Rome 05/19/20 USA Azure Cloud, Supercomputer with OpenAI, EPYC 285k cores
28 Rome 04/21/20 USA Northern Data AG, Texas, EPYC+Instinct
29 Rome 04/02/20 USA Bridges-2, PSC, EPYC 7742 504x2x64 cores+V100
30 Rome 02/20/20 USA GFS, EPIC/NWS of NOAA, EPYC 7742 2560x2x64
31 Rome 02/17/20 USA Narwhal, DSRC of Navy, EPYC 7##2 290k cores+V100
32 Rome - USA Warhawk, AFRL DSRC, EPYC+V100
33 Rome 01/13/20 UK/Italy Data Center of ECMWF, Weather Forecasts, EPYC 7742
34 Rome 01/07/20 Luxembourg AION, U of Luxembourg,
35 Rome 11/28/19 China BJ Super Cloud Computing Ctr, A??, EPYC 7452 6000x32=192k cores
36 Rome 11/18/19 USA Expanse, SDSC at UCSD, EPYC 7742 93,184 cores+V100
37 Rome 11/18/19 Switzerland Euler VI system, ETH Zurich, EPYC 7742
38 Rome 11/18/19 Germany TSUBASA, Deutscher Wetterdienst(DWD), Weather forecasting service
39 Rome 11/14/19 France Taranis, CNC+ECA, Meteo France, France, EPYC 7742 - 295k cores
40 Rome 11/14/19 France Belenos, CNC+ECA, Meteo France, France, EPYC 7742 - 295k cores
41 Rome 11/14/19 Germany JUWELS, a booster, Forschungszentrum Julich, EPYC 7402 449k cores+A100
42 Rome 11/05/19 UK Vulcan/AWE, UK Ministry of Defence, EPYC 7542
43 Rome 10/30/19 SPAIN X430A5, IFISC, UIB, SPAIN
44 Rome 10/14/19 UK ARCHER2/UKRI, U of Edinburgh/EMEA, EPYC 7742 748k cores+next gen GPU
45 Rome 08/07/19 USA Freeman, TI-18/ERDC/DSRC, EPYC 7542 79k cores+Nvidia GPU
46 Rome 08/07/19 USA Betty, TI-18/US Army ARL, EPYC 7542+Nvidia GPU
47 Rome 08/07/19 USA Fawbush+Miller/US Air Force Weather Agency with Oak Ridge-ORNL
48 Rome 06/07/19 USA Big Red 200/Indiana U, for AI, EPYC 7742 672x2x64+V100
49 Rome 06/06/19 Norway Betzy, Uninett Sigma2, Norway, EPYC 7742 1344x2x64=172k cores
50 Rome 06/03/19 France Joliot-Curie, CEA/TGCC-CENCi, EPYC 7H12 2500/160k cores
51 Rome 11/16/20 France Spartan 2, Atos/France, EPYC 7402 23k cores+A100
52 Rome 11/13/18 Germany Hawk/HLRS-University of Stuttgart, EPYC 7742 699k cores+192 A100
53 Rome 11/12/18 Finland Mahti, CSC-IT Ctr, Phase one Intel+EPYC 7H12 180k cores

https://finance.yahoo.com/quote/AMD/community?p=AMD

[xetex]

Arm Ltd debuts new chip technology aimed at overtaking data centers

https://reut.rs/3m2UtbI

[xetex]

"Intel's push into foundry services may seem odd, given its recent struggles with manufacturing, but it may be the only way to justify the massive investments Intel will have to make to regain its manufacturing edge. And foundry services could become a highly profitable business in its own right for Intel if everything goes according to plan."
https://bit.ly/39uDwBX

if everything goes according to plan
and if not?

[borusa]

DIRTY BASTIDS WILL ROB YOU AND RAPE YOU...L

They are going to replay the Foundry music, WHILE THEY RAPE AND PH*** US ...

[fxsho2008]

ALOT OF TUTE BUYS DISCLOSED TODAY

[drjohn]

Sleepy joe wants to give welfare to INTEL, don't look a gift horse in the mouth.