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Yes. Agreed. That gives a reference point.
wbmw,
What else you expect from TSM if some one asks you a question as to how you are going to catch up Intel. Layout a schedule o power point and we will catch up Intel in 3-4 years and here are the details.
To me that is what it looks like.
Exactly what I was going to say that. What did Intel did to him that he is so negative about Intel.
Where u been? Did u notice that Michael Dell was at Intel IDF to collect additional $6B?
WBMW,
He is bean counter. That is what I remember about him( he stated it himself). You have shown tremendous patience to explain and show him how this R&D at Intel or for that matter at other companies work and he does not get.
Intel did not introduce watch. In fact it opted for bracelet with some fashion houses.
There is Intel on one side who spends Billion to stay ahead of every one else and on the other hand IBM wants to give you Billion to take things of its hand. The other manufacturers like TSMC, Samsung will be in the similar position in a few years.
That looks very nice.
Yes. Intel is not in bracelet business. These fashion houses will try this market with these two models and if successful probably will introduce additional models.
But this bracelet was designed by top designers house. They must know what they are doing, one would guess. Intel provided the technology part of it. Otherwise there is no reason to do the partnership.
Only time will tell.
You are no BK or even close it. Anyone can second guess it.
I don't recall that you were not even second in running of becoming Intel CEO.
I agree with you. BK Q&A at Citi's conference gives his view of where Intel would be in 10 years.
You are trying to write Intel obituary and at the same time wants to promote your ARM baby.
You cant be serious.
Now these tablets are dead because they have Intel inside. till yesterday you were all over that Intel ATOM is no where.
Please make up your mind.
I think the smoke is coming out of your mouth and it is full of Intel hatred. Keep it up.
How were u going to miss opportunity to bring Dell back in discussion?
Pathetic.
Intel to introduce luxury smart bracelet
---------------------------------
http://www.cnet.com/news/intel-poised-to-launch-luxury-smart-bracelet-at-barneys/
Based on HP comments about personal computer sales increase.
You are entitled to your opinion. First rule of investment is to not to have emotions to the company you are invested in.
Investments have to be on its merit. You want to use your gut feelings as one criteria that is fine with me.
I did not ask for data. I am sure one can massage the number any way one wants.
The truth will not change and facts will not change. AMD did write its own obituary and you did not deny it either.
There are no emotions in investment.
Then what happened. AMD wrote its own obituary. That is how the drama payed out.
That is the fact truth.
There is a contradiction here the way some of you trash Intel. It appears that you should be shorting Intel with your money and not with your pen.
Fair enough. If you are timing that way and believe Intel will not exist, that is your prerogative.
Techno_bull,
These guys lie everyday. On one hand there are long Intel then ARM will take over.
When the argument does not go in their favor, they need to go.
They can't accept the fact that Intel is here to stay.
The other day you said that you are long Intel. Why? If ARM is going to rule and replace x-86, are you not throwing money away. Or you don't believe in what you write or state.
Wthdik2,
Market has already spoken. Since core M was announced Intel stock has gained significantly. Accept it and move on.
Spaarky, Leave something for him live on. He would have great difficulty justify his existence.
Another Forbes article on Broadwell processor
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Intel Just Put Mobile Processor Competitors On Notice, Broadwell Is No Joke
In cased you missed it, earlier this week, Intel INTC -0.44% let slip with new details on their forthcoming low power mobile processor, code named Broadwell-Y and now known as Intel’s new Core M family. To give you the quick-take view, based on Intel’s new low power 14nm process technology (a chip manufacturing process significantly smaller and lower-power than virtually any manufacturer in the world currently), Intel has taken their mainstream notebook processor microarchitecture and shrunk it down (a die shrink) to address tablets and ultra-light 2-in-1 designs. Where previously only Intel’s Atom architecture could compete in “fanless” tablet designs, Core M and Broadwell-Y can now mount a serious attack on this high growth market. Intel’s Broadwell and Core M family are a very big deal for the company and will allow Intel to compete with the full force of their strong suit CPU architecture, in designs they could not address in the past, due to power consumption and heat.
First, let’s discuss the architecture and then we’ll discuss what impact it will have on the market and retail products slated to arrive as early as this coming holiday shopping season. Broadwell is the follow-on to Intel’s Haswell line of 4th generation Core series processors. It shares the same chip architecture but with Intel’s migration from a 22nm manufacturing process technology, to their new bleeding-edge 14nm process node, Broadwell and specifically the “Broadwell-Y” variant, will have much lower power consumption but at better performance overall with additional graphics processing resources. Again, historically, Haswell and Intel’s low power Core series processors have only really played in notebooks and larger 2-in-1 hybrids like Microsoft’s Surface Pro 3, at best. Standard tablets and the lightest, fanless designs were traditionally not an option for Intel’s successful Core series architecture, that is until Broadwell-Y came along.
Broadwell-HighLevel
A couple of the intrinsic benefits of a die shrink are lower power consumption and faster transistor switching speeds. The above slide depicts a number of benefits with Intel’s move from it’s 22nm 3D Tri-Gate technology to its second generation 14nm 3D Tri-Gate technology. In short, Intel has been able to reduce idle power consumption of their processor (when the system isn’t under load) by 60 percent and also has reduced the total TDP or Thermal Design Power by more than 2X. Couple the power savings with a few silicon tweaks to things like their FIVR (Full Integrated Voltage Regulator), increased L2 buffer cache and a few additional graphics cores, (because they have the extra silicon real estate at 14nm), and you’re left with combined, net CPU and graphics performance gains. And all of this was achieved while enabling a chip that was previously relegated to much larger devices, but is now able to sip power at low enough levels that it can function in a tablet form factor.
Broadwell-Board-Area-800
Broadwell is on the right in this shot; Haswell, Intel’s previous generation for notebooks, is on the left. A picture, as they say, is worth a thousand of what I bang out every day on the keyboard. Size matters. Okay, I’ll ease up on the cliche's. What’s impressive here is that Intel is claiming that the little guy on the right offers, in general, a 5 percent boost in CPU performance and 20 percent more graphics horsepower. To reiterate, this is over and above what they previous achieved in a notebook-targeted processor, but now can achieve this in a fanless tablet design.
Intel's "Llama Mountain" 12-inch Tablet Reference Design
Intel’s “Llama Mountain” 12-inch Tablet Reference Design
Intel wasn’t specific about the price points they can hit with Broadwell-Y and their Core M series of processors, beyond noting that, for tablets and 2-in-1 hybrids, it would target the higher-end of the mid range or premium segments. I pried more for detail and they were pretty tight-lipped but my gut tells me we’ll see this in devices at the high-end of the tablet market, at say $499 and up. Think iPad Air kind of thin, but with high resolution displays and more features. Core M-powered devices won’t compete with low-end 7 – 10-inch Android slates but in the premium tablet segment (devices like the Samsung Galaxy Tab S, iPad Air etc.) Intel could really make inroads.
The real question is timing. Technically, Intel is late with Broadwell and other manufacturers like NVIDIA with their Tegra K1 family have caught up. Forbes contributor and industry analyst Patrick Moorhead notes, “There are two ways to look at this. Glass half full says that 22nm was the best yielding process in recent history so anything close to it is good. Glass half empty says that they are behind and product should have been here in volume by now. Only Intel knows for sure. What we do know is that 14nm Broadwell is “healthy,” and the process and Broadwell is in volume production.”
Personally, I think the indicators are aligning well for Intel and Q4 will mark a continuance of the company’s surge in sales and revenues. We’ve already heard rumblings from major OEMs like ASUS, Lenovo and others that are planning Broadwell-Y Core M 2-in-1 devices and tablets. My opinion is that Intel’s 14nm process hitting volume production finally signals the next round for the company in the tablet and ultralight arena, and they’re coming out fired-up and swinging.
Intel’s 14nm Broadwell is a game-changer and they’ve put their competition officially on notice.
A position by Soro funs. Significant increase
----------------------------------------
SOROS FUND MANAGEMENT UPS SHARE STAKE IN INTEL CORP <INTC.O> BY 160.4 PCT TO 3.9 MLN SHARES
See price target by some of these analysts. Extreme optimism or extreme pessimism. Take your pick.
-----------------------------------------------
Intel: Bulls Cheer ‘Watershed,’ ‘Mailed Fist’ in 14-Nano; Too Late? Asks Raymond James
After Intel (INTC) yesterday discussed some key forthcoming chips, “Broadwell” for PCs, and a lower-power part for laptop designs that can be thin and light and avoid having a fan to cool them, called “Core-M,” the Street is debating what it means for Intel’s positioning.
The parts are distinguished by using Intel’s chip-making technology for transistors measuring 14 nanometers.
Core-M is expected to arrive in devices by this holiday season, while the higher-power Broadwell parts will come sometime in the first half of next year. VentureBeat’s Dean Takahashi was on the scene covering the press event, and AnandTech’s Jarred Walton offers the site’s usual excellent deep dive into the details.
Drexel Hamilton’s Rick Whittington reiterates a Buy rating on Intel, and a $50 price target, writing that the company is ”Brandishing The 14nm Mailed Fist.”
Intel is “the only logic company still on Moore’s Law improving performance, diminishing cost curve, with others falling further behind,” he writes, noting that “14nm half the die size in XY axis has longer, thinner Z fins, Intel is leading with inherently higher yielding small, low power mobile parts.”
Jefferies & Co.’s Mark Lipacis reiterates a Buy rating and a $45 price target, writing that the unveiling is a “watershed” for the company, “as we believe it is the first process node where Intel will have both a transistor density and cost advantage.”
“We ultimately believe this will lead to share gains in tablets and handsets.”
Aside from just transistor size, what’s important to Intel, notes Lipacis, is the fact that Intel has already been ahead of competitors such as Taiwan Semiconductor Manufacturing (TSM) in making chips that have 3-D transistors, which it calls “TriGate” and which the industry broadly refers to as “FinFet”:
Intel’s 14nm sees better- than-normal scaling, achieving >2x improvement in perf per watt, compared to the historical 1.6x per gen. In addition to being 1yr ahead in FinFET, Intel expects to have greater transistor density at 14nm (volume now) compared to competitors’ 14/16nmFF (volume in 2015?). Intel was clear in its expectation that greater density translates to a lower cost per transistor relative to competition. Intel’s 2nd-gen tri-gate uses taller and thinner fins, improving drive current (performance), translating to fewer fins per circuit, resulting in better scaling (lower cost) and capacitance reduction (lower power).
Lipacis sees opportunities for Intel to further distance itself using its manufacturing edge:
Having overcome the yield challenges of 14nm 2nd-gen tri-gate using advanced double-patterning techniques, we would not be surprised to hear Intel announce an advancement on III-V materials that further extends its manufacturing lead on future process technologies.
Not everyone is satisfied.
Raymond James’s Hans Mosesmann reiterates an Underperform rating on Intel today, writing that Intel is trying to create a firewall with Core-M against the low-cost parts of competitors using technology from ARM Holdings (ARMH): “Core M, in our view, is Intel’s attempt to create an impregnable barrier for ARM-based players to penetrate platforms above the tablet space. Alternatively, low cost versions of mainstream Core and/or Atom variants (e.g., Bay Trail today) may not be doing the job as hoped or needed.”
But the timing of this is questionable, and Intel is late to market relative to where it should be, thinks Mosesmann:
Much about Core M is not known as test platforms where tech bloggers can play with and benchmark may be months away. This tells us that Intel is cutting it close in terms of timing for the holidays. We also do not know about clock speeds, which would give away a better feel of trade-offs between performance (valued in traditional PC/servers) and efficiency for Broadwell generally. Apples-to-apples mainstream Core Broadwell will hit the market sometime in 1H15, which we view as a year late relative to last year’s Haswell (22nm) launch. What this may do to Intel’s tick-tock product cadence with the upcoming Skylake processor in 2015 will be interesting to watch, but we would say that product positioning and/or transitions are in flux.
Intel shares today are down 16 cents, or half a percent, at $32.86.
I am glad you are long in Intel. I wish you all the best.
You can make the same argument in reverse. NVDA did this today to counter Intel news to dampen the effect of the same.
Market reaction in today's stock market spoke in favor of Intel.
You are so bitter about Intel success that any news by Intel hurts you.
This was already planned. Even yesterday some one had posted that the announcement is coming during this conference.
Great article. a lot of technical information-features, yield and cost etc.
Intel will cut mobile losses in 2015
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3:42 PM ET
Intel Can Cut Mobile Losses in 2015, With or Without Apple, Says Susquehanna
By Tiernan Ray
Susquehanna Financial Group’s Chris Caso today reiterates a Neutral rating on shares of Intel (INTC), and a $30 price target, writing that his talks with management last week suggest to him Intel has a good chance to reduce losses in its mobile chip division, currently running at about $1 billion per quarter.
Intel should see less of a burden in subsidy dollars in 2015, which it has been using to help make its chips more competitive. Also, he thinks the company may see more success with its baseband wireless chips versus Qualcomm (QCOM) with or without business from Apple (AAPL):
INTC expects improved profitability in their mobile/ communications business in 2015 as they begin to sell some product against existing losses. INTC is losing about $1 bln a quarter now in mobile, with the business being impacted by the fall off of 3G business as the market transitions to 4G in addition to the well-publicized contra revenue in tablets. However, next year INTC has several tailwinds: 1) Contra revenue will diminish greatly in 2015, though perhaps not go away entirely; 2) the company will sell some 7260 baseband chips starting in 3Q (while INTC did not comment on design wins, our own conversations with Samsung indicated they intended to use INTC’s 7260 in the mid-range of their lineup); and 3) INTC will begin to sell SoFia (integrated AP/baseband for smartphones and tablets), although they have modest initial expectations for SoFia in 2015. We believe INTC is also targeting AAPL as a potential customer, which seems logical since AAPL used an Infineon modem in their early 3G phones. Given the timing of when the 7260 was sampled to customers (in early 2014) we think this makes the 7260 at least eligible to be considered for the iPhone 6s cycle in 2015. And even if 7260 doesn’t get wins in iPhone, it will apply pricing pressure to QCOM since this is their first real competition. The first SoFia chip, a low cost dual core processor for the low end 3G market is due out in 4Q14. It will be followed by a quad-core LTE product in 1H15, and then a quad core 3G product done in conjunction with Rockchip a quarter later. Initially Sofia will be produced at TSMC on 28nm before being brought in-house in 2016, and eventually moved to INTC’s 14nm process. INTC expects to achieve better profitability in their comms business in 2015 as SoFia ramps and contra revenue fades.
Note that Caso’s remarks are more bullish than remarks today by Cowen & Co.’s Timothy Arcuri on the subject of baseband, and Apple.
For the stock to go higher, Intel stock depends on a continue rebound in PC sales, thinks Caso. He notes several arguments the company made in defense of a continue return to health for PCs:
In addition, they believe improved products with more attractive form factors and extended battery life are driving the large installed base of older PC users to finally upgrade their systems (INTC previously noted that there was an installed base of 600 mln PCs more than 4 years old). INTC believes tablets are exhausted in mature markets, with people who want one already owning one. They think tablets are not yet exhausted in emerging markets, with those markets maybe 6-9 months behind. In addition, INTC indicated that they are hearing good things on Window Threshold (aka Windows 9), which fixes many of the issues on Windows 8 and believes it could be a driver for the industry when it is released.
Intel shares today are up 45 cents, or 1.4%, at $33.05.
http://blogs.barrons.com/techtraderdaily/2014/08/11/intel-can-cut-mobiel-losses-in-2015-with-or-without-apple-says-susquehanna/
These chips/processors are available today to various OEMs. Yes product will be available from OEM later this year. Intel even admitted it was late by 6 months. These are facts and are here for everyone to read and grasp.
No one else has even shown 22nm 3D process.
I was at Intel at the same time but in MSO(memory system operation) and Intel development system. These group used Intel semi products for memory board like SBC etc. It also used Intel bubble memory products.
Yes, Intel sold 20% of itself to IBM to stay in business. Japanese DRAM makers were threatening its existence. And Intel moved on to microprocessors.
I just posted Intel announcement on 14nm and product availability.
Besides the point-yes. Game over and move on.
SANTA CLARA, Calif.-- Intel Corp. gave details of its latest advance in manufacturing technology, a milestone that arrived after a delay of more than six months due to technical problems.
The first chip based on the new production process, called the Intel Core M, will be targeted at tablets and other devices that operate without a cooling fan but are as thin as 9 millimeters or less.
Rani Borkar, a vice president in Intel's platform engineering group, said the chip, based on a design called Broadwell, will offer seven times the performance of earlier chips on graphics tasks and twice the speed in conventional computing tasks. She added that hardware designers could offer twice the battery life while using batteries that are half the size of current versions.
Intel's latest manufacturing process creates chips with circuitry measured at just 14 nanometers, or billionths of a meter. Smaller transistors and other features tend to pack more computing capability into a smaller space, prompting a race by semiconductor makers to keep shrinking their technology.
The company's last production process also is its second to include what the industry calls FinFETs, a kind of three-dimensional structure that differs from the conventional design of earlier transistors. It first appeared in Intel chips using a 22-nanometer processor that went into volume production in late 2011.
The pace of miniaturization, which has doubled the number of chips on a typical chip every two years or so, is named after Intel's co-founder. But Moore's Law, as it is called, has shown signs of slowing in recent years.
Intel had initially expected to begin churning out the 14-nanometer chips in high volume at the end of 2013, but last fall said it wouldn't make that schedule because of technical issues it didn't explain in detail.
While the initial chips based on the new process will be targeted at portable devices, Intel executives stressed that the technology will gradually be introduced in all kinds of products, including large server systems and desktop PCs.