Intel Corp (INTC)

[buyittradeit]

Ouch the ones not preforming to well at all. Seems Intel has a lot of work to do. I will hold off on a starter position for now. But I want to wait until the chart changes course a bit.
My goal is to scoop up chip stocks for the long haul. Minimum 2 years investment. DoD of the U.S. literally invented the internet and C.E.R.N. the www. But the public has run with these ideas for many years and have done very well. From smart phones to smart houses.

[ShawnyD]

Unpredictable times

[buyittradeit]

LOL I knew what you meant. I don't know but its right before the Nov 8 elections and her party has become unpopular. They need to be doing something before its to late.

[ShawnyD]

Pelosi***

[ShawnyD]

Good points for sure. I wonder what pelvis is up to in Taiwan…???

[buyittradeit]

CHIPS act will revive semiconductors some. Intel was the key lobbyist.

The dream of semiconductors came from the U.S. but greed took it overseas. This act will bring back some jobs and increase the value of our economy. May take a couple of quarters to bring back a fraction of the interest it once had.

Obviously the CEO has made some cultural moves as well as selling really cool assets like their drones. Drone shows are a amazing show of human capabilities. Since getting this grant there should be more contracts from the government laid out to the semiconductor industry. Only time will tale.

[ShawnyD]

Pump n dump lol

[joseph pareti]

in the days gone by, on the quarter earnings day this thread was brimming with new blogs and ideas: chipguy, elmer, and many others. There were folks who frantically transcribed the Q&A with Otellini or other execs. ALL LIVE.

Today it is dead. Just like the 'only-the-paranoid-survive' culture is dead.

Thank you, BK for making Intel 'inclusive' (and dead)

[buyittradeit]

Nope and the CEO was calling it the bottom of his business in an interview. Maybe $35 or a tad lower.

[Porterhouse10]

No bounce

[borusa]

The best seller you linked to is a two year old CPU that fits into a five year old AM4 socket.

Keeping the same socket for more than one generation is something Intel has promised they will do going forward. Just be glad Intel has the AMD model to copy.

Not sure what algo the retailers are using. Any search of top 10-20 x86 cpu shows AMD is the winner for those who build their own systems.

Intel sells components to OEM computer builder/ retailers. Intel also markets their components as if the boxes were all about Intel Inside. They get away with marketing that way cause they are a near monopoly. I'm sure you are aware of their marketing history. ding ding ding ding

Wasn't it AG who said, "only the paranoid sur ...".

[alan81]

The best seller you linked to is a two year old CPU that fits into a five year old AM4 socket. It started shipping when INTC was shipping 10th generation parts. Intel is now shipping 12th generation in volume. I suspect most of those are sold as upgrade CPU's rather than for new systems. AMD should be shipping 6xxx CPU's now with 7xxx on deck.
Alan

[borusa]

If you look at best sellers in systems Intel wins hands down.

Yes, pre-built PCs are mostly Intel. Intel is a big ship that takes time to slow down or turn direction. AMD / TSMC lack the capacity to supply a high percentage of the market. So, they are taking market share in the higher end stuff, as margins show, where Intel has been struggling. Oh, I know Intel is going to leap frog in year or three.

However, Buffy and I were talking about folks who are tech, more likely to roll their own.

[alan81]

How many of those are because people have an AMD system they are not happy with and are upgrading the CPU? If you look at best sellers in systems Intel wins hands down.
Alan

[borusa]

https://www.amazon.com/Best-Sellers-Computer-CPU-Processors/zgbs/pc/229189

[GOLDBUFFALO]

AMD claims alot of crap but the bottom line, computer junkies prefer Intel. Why? Because they always outperform and always mesh with equipment and operating systems almost flawlessly

[borusa]

Good post! Lets see how thing pan out.

[alan81]

Yes! You can double the amount of silicon, OR you can increase the power by a factor of four. Both of which will increase multithreaded performance by about a factor of 2. The Intel Golden Cove core is designed to clock very high, but in doing so can consume a lot of power. AMD does not have this capability in their current designs. This is one reason Intel won the NVIDIA design:
https://www.tomshardware.com/news/nvidia-switches-gears-chooses-sapphire-rapids-for-dgx-h100
Huang says the primary reason for switching CPU brands was the exceptional single-threaded performance Sapphire Rapids offers over the competition.
Many of the reviews that people reference to show very high alder lake power consumption also show the 24 thread alder lake outperforms the 32 thread Ryzen. Intel is using less silicon at higher power levels to compete.

An interesting data point is in the Intel Alder lake core I3 reviews. You will find with 4 big intel cores on Intel 7, versus 4 big AMD cores on TSMC 7 the Intel design has higher performance AND lower power than AMD.

Given the Linpak compute node on Frontier is TSMC N6, while for Aurora it is TSMC N5 we should expect better perf/watt on Aurora.
Alan

[borusa]

Doubling performance approximately increases power by a factor of 4, all else equal.

That holds true for raising / lowering clock speeds: all else equal. Which of course all else is not.

Doubling, creating two identical Frontier Systems would theoretically double both performance and power draw, ... what factor of four??

You don't owe it to Intel. They are paying for their mistakes, hoping for the CHIPS Act, bail out. All while paying out big dividends pretending there are no problems. Never let the left hand know what the right hand is doing.

[borusa]

That's funny, every where else AMD delivers about the same or better performance for around half the power. Your proclamations in defense of Intel are in error.

Another delay or two and there won't be any point to SPR or Aurora. It's easy to raise the performance estimates if you never deliver.

[alan81]

Doubling performance approximately increases power by a factor of 4, all else equal. If Aurora were downclocked to achieve the 1 exaflop we see with frontier we would expect about 15MW...
FYI,
Alan

[borusa]

Wikipedia

Aurora will have over nine thousand nodes, with each node being composed of two Intel Xeon Sapphire Rapids[14] processors, six Xe GPU's and a unified memory architecture which will make a single node have a maximum computing power of 130 teraFLOPS.[15] It will have around 10 petabytes of memory and 230 PB of storage.

The machine is estimated to consume around 60 MW[/b].[16] For comparison, the fastest computer in the world today, Frontier uses 21 MW while Summit uses 13 MW.

******************

Tom's HW

Intel's 4th Generation Xeon Scalable Sapphire Rapids processor was originally meant to ship in 2021, but Intel delayed it to early 2022 — eventually moving high-volume availability of the processor to mid-2022. After shipping the initial production release qualification (PRQ) Sapphire Rapids processor models to select customers in Q1, the company moved high-volume availability again, to the second half of this year (which could have been interpreted as July or August). Apparently they're now delayed further, which probably means fall given that Intel's volume ramp will continue into 2023.

[borusa]

Earnings report in about a month, .... patience.

[Afterhoursearnings3]

I would like 30, but will likely be willing to buy at 33. Buy and hold forever.

[ShawnyD]

This is turning into a terrible investment lol

[Porterhouse10]

$38.29

[Porterhouse10]

Yup

[Porterhouse10]

$38 I'll buy some, no hit $38, no buy

[drjohn]

Nvidia Switches Gears, Chooses Sapphire Rapids Over AMD EPYC
https://www.tomshardware.com/news/nvidia-switches-gears-chooses-sapphire-rapids-for-dgx-h100

Intel needs a little bit of good news.

[borusa]

I like to consider hedging my larger bets when I see stock prices at the top of the channel. Has been like a small bonus, like a dend. Just a small bet through options. When I am wrong the loss is more than offset by the principal gains.

I guess that is my way to capture some realized gains.

[alan81]

I ignore all posts on all boards that make short term stock price predictions.
--Alan

[borusa]

Shares under 45.20 Sold out, trickle up begins. Clear reversal on the graph. Looking to $47-48.50 in short term. Possible breakthrough back to 50$+ in a week term.

Amazingly bad call

[borusa]

Did you notice the latest GW Bouche gaff, he meant to speak of the attrocities in Ukraine but ihadertantly blurted out Iraq, as if the abundance of his heart held sway.

I hae been patiently awaiting Elmer's moment of truth, but grow old waiting.

[alan81]

The uncertainty continues, with weak Q2 guidance. Will Intel really have a strong H2 as forecast to make up for H1 shortfalls? We will see.
Alan

[joseph pareti]

It looks like the share price is coming closer to the $39 level at which I dumped ALL my shares in 2017 when I finally got p***d off of BK's tenure.

[InvestedMindset]

45.70 high Resistance. Pull back to 45.40 range medium low Resistance as small profits are gathered currently by impatient traders. Wall of Low resistance back to the 45.25 (buy) range. BUT!, it looks like we’re recreating the 45.25 resistance at the 45.40-45.50 range. -could break in any direction, but lack of buy power currently points to continue the lowering trend.

[InvestedMindset]

Shares under 45.20 Sold out, trickle up begins. Clear reversal on the graph. Looking to $47-48.50 in short term. Possible breakthrough back to 50$+ in a week term.

[InvestedMindset]

Rebound on deck as statistical bottom low is now. Buy zone is here. Currently at 45.15, a vastly profitable position.

[Leezee Life Strategies]

Me likes that :)

$$$UNQL

[Lowjack]

As long as infinity is $10.

[Lowjack]

As long as infinity is $10.

[Leezee Life Strategies]

Mmhmmm ;)

TO INFUNITY & BEYOND!

$$$UNQL

[Nivea67515]

A coiled spring!!!

[InvestedMindset]

COVID PRODUCTION RESTRICTIONS LIFTED.. FINALLY! Trickle start, but the ball is rolling. It’s the beginning to the new era. New tec on deck, and The Chip Source has resumed production. Cheers to Everyone who helped along the way.

https://www.channelnewsasia.com/business/taiwan-firms-china-hub-make-uneven-restart-covid-19-curbs-2635011

[Lowjack]

ROFL!

Thanks Steve.

[DewDiligence]

Re: PFAS coolant for chip manufacturing

Comments on #msg-168493114? TIA

[JohnCM]

Terrible ...

[alan81]

Earnings in about three weeks. Likely to move big (up or down) after that
Alan

[Lowjack]

Probably going to lose that support at $44. Whole lot of headline risk on the way(not Intel's fault).

[brandon17617]

I’m up to my eyeballs in $INTC calls