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Intel denies licensing deal with AMD.
INTC : Report: Intel denies story of license deal with AMD
10:44 pm, Wed, May 17, 2017
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Report: Intel denies story of license deal with AMD
May 17, 2017 10:44 PM ET|By: Jason Aycock, SA News Editor
Intel (INTC -2.2%) has thrown cold water on the report that it would license graphics technology from AMD, with a straight-up denial.
AMD (whose stock fell 12.2% today) had refused to comment on a report by Fudzilla. But Intel tells Tiernan Ray "The recent rumors that Intel has licensed AMD's graphics technology are untrue."
Fudzilla had said it was confirming the licensing deal, which it suggested was a logical result of the expiration of Intel's deal with Nvidia (NVDA -6.6%). AMD's stock rose 11.7% yesterday.
In the postmarket session tonight: AMD +0.5%; INTC +0.2%; NVDA +0.9%.
AMD stock is hyped up everytime it comes out with new CPU. When reality sinks it comes down to earth.
This pattern has been established and it did exactly that.
Stock market has spoken based on future guidance as well. It is down 30%+
It is old news.
I understand it but still all of us know that Intel has some of the sockets. The same way other users of these modems know that too.
That will force them to look into Intel modems for future use.
That is what I thought. Intel is selling these modems at cost for publicity sake.
You and andy are sick. Instead of getting into normal discussion, you both resorts to attacking the poster or Intel.
Behave.
Intel possibly could take 100% of modem business at Apple.
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http://blogs.barrons.com/techtraderdaily/2017/03/27/intel-could-take-100-of-qualcomms-iphone-biz-says-susquehanna/
Your response id always the same regardless of question. Your hatred for Intel will not destroy Intel.
I am shocked that AMD was not even part of S&P 500.
Isn't AMD part 8 core and 16 threads and Intel part is 4C/8 thread?
If that is the case comparison is not real.
Even in such a case AMD is not at par that speaks volume.
Please clarify if I am reading it incorrectly.
It is not ridiculous or out of ordinary. Intel/Micron parts use Floating process verses Samsung that uses Charge trap. I am not a semiconductor guy who knows the differences between these two. This was one of the reason Intel/Micron were late to the market. There are plenty of articles every where that one can read. I am not 100% certain who has the patents for this floating process Intel or Micron. But my guess would be it is Intel. That does not mean Micron can't use it. The joint venture between Intel/Micron was based on the fact that Intel will provide technology and Micron will provide fabs to make these parts. Broadly speaking.
I am going to list a few articles about this for everyone to read.
One is at Chipworks.com titled Intel/Micron Detail Their 3D-NAND at IEDM. It is one year old(dated Dec. 2015)
and second one is latest and it is at AnandTech titled
http://www.anandtech.com/show/10028/micron-3d-nand-status-update
You can make up your own mind. Intel has stated numerous times that its 3D Nand will be cheaper to produce and with much better performance.
For Flash and 3D-xpoint it is.
Agreed.
Micron depends upon Intel for technology. Of its own it could not come up with this technology. Its Intel R&D money which is talking.
Micron brought manufacturing powers to the table. Now that Intel has its own plant for manufacturing memory, it will be tough for Micron going forward. Even in flash Micron uses Intel IP.
I do agree with you on the last part of your response.
But folks invested in Intel in 2015 based on that article, that investment would be fine. If someone wants to invest today on that article, it may not be that good of an idea.
That article was written in 2015 and we are in 2017. So far it has not happened and it is too early to talk about that. Even this year 3XD Memory will be only $300M. It does not even register on radar of Intel revenue.
We should wait before this bears fruit.
This is very old stuff.
You are repeating the same old stuff. Does Panasonic does not know all this. There must be niche market for these things that is why Panasonic brought this item to the market place.
Just admit that you don't know everything.
No one is shooting the messenger. News was that panasonic is introducing that tablet. To discredit Panasonic and or Intel for things that shows personal judgement. In my opinion there should be honesty.
Yes Intel messed up in mobile. To say they are loosing its technical leadership is just wrong
It seems that you know everything. Product is joke as Panasonic has no clue on what products to bring to market. Intel management does not how to run the company. BK should resign. Intel process technology lead is in jeopardy. And many more.
If you are so smart and capable what r u doing here on this website.
Elmer,
It is quite obvious to every one except a few distinguished one that Intel has been always ahead and is ahead now. Foundries will never been able to catch Intel despite how much capex spending.
Your post clearly indicates that but the main poster here and on MF
will never accept it. His last a few posts show his ignorance of the subject.
In a way he is challenging Intel technology leadership without having any semiconductor experience.
We live in a world of fake news.
It seems that you are saying great thing about Intel with this release but in prior posts you were skeptical about Intel lead in process and Intel delaying 10nm parts and also delay in 7nm.
What has changed suddenly and overnight?
I am sure you knew about this release of so many CPUs. Just curious.
Based on slides posted by you, Intel is way ahead of foundries in process technology. And they are not even producing such complex CPUs to start with.
Article does mentions NVDA in reference to Audi cars.
Your response clearly states that TSMC/Samsung 10nm is not 10nm but close Intel 14nm. That rests the case. Intel has the lead and will have the lead.
Samsung/TSMC are not playing by the same rule.
Looks like a winner but does not use x86. Most likely ARMH chip or Mips.
Intel, AMD, Micron: Buy on Bullish PC Signs, Says Wells
By Tiernan Ray
Wells Fargo’s chip analyst David Wong today reiterates an Outperform rating on shares of Intel (INTC) and several other PC-related chip names, citing data for the month of August from Taiwan-based assemblers of notebook computers that showed a “solid” recovery.
“We think a recovery in global chip sales may have begun,” writes Wong.
He’s “positive on the semiconductor sector overall,” he writes, and “We think that several chip stocks with exposure to the computer (PC and server) segments still have very reasonable valuations, and so, in our view, could well be significant outperformers in an environment of improving computer demand,” including Intel, AMD (AMD) and Micron (MU).
Wong cites the upbeat data point for August:
That is correct. Soft Bank of Japan has already submitted bid to buy out and ARM Holdings has agreed to that.
Intel Modems Could Be In More Than Half Of iPhone 7s: Cowen
By Teresa Rivas
Cowen & Co.’s Timothy Arcuri and his team reiterated a Market Perform rating on Intel (INTC) Monday, but raised his earnings estimates and boosted his target price by $4 to $36, writing that the Apple (AAPL) iPhone 7 win for the firm might be more fruitful than expected.
He writes that Intel’s design win for the 7360 modem in the new iPhone was always a positive, but that new checks show that Intel products will now be in in more than half of iPhone 7 units, which would translate into about 100 million to 110 million units for Intel. That’s double his previous expectation of just 25% share for Intel.
Great article comparing Intel KNL and NVDA GPU.
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http://www.forbes.com/sites/moorinsights/2016/06/28/can-intels-new-knights-landing-chip-compete-with-nvidia-for-deep-learning/
Moster chip-aanounced by Intel for HPC.
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http://www.computerworld.com/article/3079514/computer-hardware/intels-next-monster-24-core-chip-is-made-for-high-performance-computers.html
I know exactly what you are implying. I did not mention anything about investing in AMD. I was just proposing to the other poster that if he is so much in love with it and hate Intel so much then why not short Intel.
Why not buy Intel puts if one believes it has a risk of going down because AMD or for that matter any other companies?
Did you pay attention to these 2 paragraphs:
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Jim McGregor, Tirias Research principal analyst, expects Samsung and TSMC to continue to battle it out but also run into some of the same challenges Intel faced when ramping 14nm.
“Both these guys are ramping aggressively with ARM-based products. That really shows the strength of the ARM architecture,” McGregor told EE Times. “If you had to compare process to process, when Intel gets to 10nm they’ll probably still have the most aggressive process of any of them, but Intel hasn’t shown their ability to be an effective foundry,” he said.
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The above statement has nothing to do with BK's position at Intel.
You are missing the point. Fad means that folks change phone every time new model comes out. One needs to have the latest. This process lasts a few generations.
It happened to PC and it is happening to smartphones and there is no denial to that.
TSMC drops on iphone shortfall. Quite clear smart phone fad is coming to end. And it will have deep implications for Qualcomm, apple, and other components suppliers.
In the meantime some die hard enemy of Intel are bashing Intel for spending $10B on mobile.
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http://www.investors.com/news/technology/taiwan-semi-invensense-stumble-on-apples-iphone-shortfall/
Very well said Chipguy. It does not matter what others players are doing and spending and whether they are successful or not. For some Intel is bashing boy.
Products based on Goldmont cores were also announced yesterday as well.
It was claimed by someone who has not posted for a while here that Intel is way behind in its integration of Altera FPGA. Here is an announcement from Intel.
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Intel starts baking speedy FPGAs into chips
Intel is packing Altera Arria 10 FPGAs with Xeon E5-2600 v4 processors in a multichip module
Agam Shah
IDG News Service Apr 13, 2016 9:26 AM
With rivals Nvidia and AMD both offering graphics processors, Intel is now deploying screaming co-processors of its own in the form of FPGAs.
FPGAs (field programmable gate arrays) are extremely fast chips that can be reprogrammed to do specific tasks. Intel last year acquired Altera for $16.7 billion as it started thinking beyond CPUs and stressing co-processors for demanding computing tasks.
Intel recently started shipping server chips paired with FPGAs as part of a pilot program. The company is packing Altera Arria 10 FPGAs along with its Xeon E5-2600 v4 processors, code-named Broadwell-EP, in a multichip module. The Xeon E5 chips were introduced last month.
Over time the FPGA technology will be integrated in the "same piece of silicon die as the CPU," an Intel spokesman said.
The shipment announcement was made at the ongoing Intel Developer Forum in Shenzhen, China.
FPGAs are being used by Microsoft to deliver faster Bing results and by Baidu for image search. FPGAs are less flexible than GPUs and execute tasks based on functionality programmed into a chip. FPGAs can be faster than GPUs on specific tasks, but are also very power hungry.
Intel plans to put FPGAs in cars, robots, servers, supercomputers and IoT devices. The chip maker has provided examples of how FPGAs could be programmed for genomics, or how the chips could tackle specific functions in a car. Integration of the FPGA into a chip will bring down power consumption and provide a direct path of communication with the CPU.
FPGAs are also being used in communications equipment, a market that Intel is chasing as 5G deployments are expected to grow exponentially. Intel's components and equipment could also be the backbone of many IoT installations, which already use FPGAs to connect devices with cloud services.
I just the following article. This states that Intel is using Micron parts for the same SSD drives. I am not sure what is going on.
http://www.pcworld.com/article/3050340/intels-new-super-fast-ssds-top-out-at-2tb.html