Replies to post #125756 on Intel Corp (INTC)

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In what universe is QCOM forecasting a lower 2014?

Of the three companies listed here - Intel, Qualcomm, TSMC - only one will NOT be growing next year.

Fact of the matter is, Intel blew it for 2014. These 40 million whitebox tablets simply don't matter since Intel won't be making a single dime on any of them.

Also, if Bay Trail couldn't win sockets profitably, Merrifield stands no chance. Moorefield could be much better, but who knows what Qualcomm will come up with to ruin the fun there.

Cherry Trail is 2014's glimmer of hope.

[chipguy]

Why are TSMC & Qualcomm forecasting lower utilization/weaker 2014

For TSMC the ongoing shrinking of the discrete GPU market is probably
costing them quite a few wafer starts.

For Qualcomm perhaps the huge build-out of LTE infrastructure is now
over its peak and IP revenue will drop proportionately as it tails off.