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Intel Corporation (INTC) 2024
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As one would expect, ASML disagrees with that assessment, with the company's CFO telling Bits and Chips that orders are matching the company's expectations and that SemiAnalysis has underestimated the value of reducing process complexity by avoiding costly double- and quadruple-patterning. He also said that one could simply speak with Intel about the complications imposed by double-patterning, a reference to Intel's failures with 10nm which were at least partially due to a lack of EUV technology, to gain an understanding of the difficulties. In fact, Intel is the lead customer for High-NA today, having recently received the first parts of the first High-NA machine shipped to a customer. Let's take a closer look at the issues. Weer een interessant artikel over ASML in relatie tot INTC (meer van hetzelfde, ja, maar blijft interessant).ASML fires back at accusations that its next-gen High-NA EUV chipmaking tools are too expensive Anton ShilovJanuary 31, 2024www.tomshardware.com/tech-industry/ma...
INTEL DELAYS $20 BILLION OHIO PROJECT, CITING SLOW CHIP MARKET CONSTRUCTION ON INTEL'S TWO FACTORIES NOW SLATED TO BE FINISHED IN LATE 2026
nine_inch_nerd schreef op 2 februari 2024 08:46 :
INTEL DELAYS $20 BILLION OHIO PROJECT, CITING SLOW CHIP MARKET CONSTRUCTION ON INTEL'S TWO FACTORIES NOW SLATED TO BE FINISHED IN LATE 2026 Intel voorbeurs heeft er iets last van: -1,4%
Uit de INTC newsroom. Beetje PR, maar ook techniek...The Future of the AI PC Starts With The Intel Core Ultra Processor youtu.be/dg069R8l0Uw?si=Rmu0JK0ZxC1RbwIN
nine_inch_nerd schreef op 2 februari 2024 08:46 :
INTEL DELAYS $20 BILLION OHIO PROJECT, CITING SLOW CHIP MARKET CONSTRUCTION ON INTEL'S TWO FACTORIES NOW SLATED TO BE FINISHED IN LATE 2026 Dat moet in de nieuwe cyclus vruchten af gaan werpen , die zal zo rond 2027 beginnen , verwacht nog wel wat positief nieuws rondom die twee nieuwe fabrieken , daar gaan ze nog wel wat mee spelen .
Analist Patrick Moorhead... OK, I got word back from Intel on the Ohio fab. Here's my take:The main cause for the perceived “delay” was due to an overly ambitious deadline set in 2022. Achieving a fully functional fab within 3 years would have been an extraordinary feat in a new state without Intel fabs. There have been no alterations to the construction schedules. When P Gelsinger mentioned that Intel was progressing as planned on the earnings call, he was referring to the construction timeline, not the operational readiness of the fab. There were no deliberate slowdowns - no waiting for chips or anything of that sort. Any rumors of a chip production slowdown did not originate from Intel. Allemaal fijn en wel, maar the impact did its work.
Ja l....n kunnen ze als de beste .
Sanford C. Bernstein & Co herhaalt het houdadvies voor Intel Corp maandag 5 februari 2024 - 05:44u - Het houdadvies van vrijdag 5 januari 2024 wordt herhaald. $42
Ter info...Leuk om eens te lezen, maar niet bijzonder. Morgenmiddag ex-dividend: $0.125 Intel Corp's Dividend Analysis Mon, February 5, 2024 at 11:04 AM GMT+1Understanding the Implications of Intel Corp's Upcoming Dividend Intel Corp (NASDAQ:INTC) recently announced a dividend of $0.13 per share, payable on 2024-03-01, with the ex-dividend date set for 2024-02-06. As investors look forward to this upcoming payment, the spotlight also shines on the company's dividend history, yield, and growth rates. Using the data from GuruFocus, let's look into Intel Corp's dividend performance and assess its sustainability. finance.yahoo.com/news/intel-corps-di...
Faraday Announces Plans to Develop Arm-based 64-core SoC on Intel 18A Technology Hsinchu, Taiwan, Feb. 4, 2024Faraday Technology Corporation (TWSE: 3035), a leader in ASIC design services and IP solutions, announces its collaboration with Arm and Intel in spearheading the development of a 64-core System-on-Chip (SoC) utilizing Intel 18A technology. This innovative SoC seamlessly integrates Arm® Neoverse™ Compute Subsystems (CSS), delivering unparalleled performance and power efficiency tailored for the construction of scalable hyperscale datacenters, infrastructure edge, and advanced 5G networks. www.faraday-tech.com/html/News/pressR...
Ter info.Gartner, IDC Think AI PCs Will Rule The PC Market In A Few Years By Dylan Martin February 7, 2024, 12:45 PM ESTGartner says AI PC shipments will double this year and then double again in 2025, when such devices are forecasted to make up 43 percent of total PC shipments. Meanwhile, IDC projects that AI PCs will represent a majority of PC shipments by 2027, thanks in large part to advanced NPUs expected to debut later this year from Intel, AMD and Qualcomm. www.crn.com/news/computing/2024/gartn...
UPDATE 1-German court rules against Intel in patent row over chips Wed, February 7, 2024 at 7:57 PM GMT+1 (Adds R2 CEO statement in last paragraph.)BERLIN, Feb 7 (Reuters) - A court in Germany has issued an injunction against the sale of some of Intel's chips, in a patent dispute between the U.S. tech giant and a U.S. rival that filed the complaint. The regional court in Dusseldorf ruled in favour of the California-based R2 Semiconductor in a case involving voltage regulators, a court spokesperson said, confirming an earlier report in the Financial Times. The court has ordered Intel to refrain from applying the patent in question in Germany, the spokesperson said. "We are disappointed with the Regional Court of Duesseldorf's decision, and we intend to appeal," an Intel spokesperson said in an emailed response to Reuters. The spokesperson said that R2 had already filed an unsuccessful suit against the company in the United States and had since "shifted its campaign against Intel to Europe".
Ter info. Update.US chipmakers don't have enough workers. Biden hopes a new $5 billion plan will help. Ben WerschkulFri, February 9, 2024 at 2:27 PM GMT+1finance.yahoo.com/news/us-chipmakers-...
Met dank aan @Closer.High-NA: zo bouwt ASML het grootste kopieerapparaat ter wereld. Wie gaat ‘m kopen? www.nrc.nl/nieuws/2024/02/09/high-na-... NB en reminder: INTC heeft er 6 gekocht!
Largest U.S. Pension Bought Up Intel, Nvidia Stock Calpers doubled its stake in [b]Intel stock , and scooped up Nvidia and Disney shares. The pension trimmed its Netflix investment.[/b]finance.yahoo.com/m/5c8884fa-b6fe-3f4...
Media Alert: Intel at MWC Barcelona 2024 Feb 12, 2024 • 1:00 PM ESTAt MWC Barcelona 2024, Intel will demonstrate breakthrough innovations across a full spectrum of new hardware, software and services – bringing AI Everywhere – for the network, edge and enterprise. (Credit: Intel Corporation) Intel brings AI Everywhere across network, edge and enterprise. SANTA CLARA, Calif.--(BUSINESS WIRE)-- At MWC Barcelona 2024, Intel will demonstrate breakthrough innovations across a full spectrum of new hardware, software and services – bringing AI Everywhere – for the network, edge and enterprise in collaboration with the support and enablement of more than 65 pioneering customers and partners. www.intc.com/news-events/press-releas... Ze moeten een inhaalslag maken en 'groot nieuws' is dan belangrijk. ;)
Meer van hetzelfde, maar wel het vertrouwen dat ook ASML geeft in Intel's strategie.ASML's High-NA chipmaking tool will cost $380 million — the company already has orders for '10 to 20' machines and is ramping up production www.tomshardware.com/tech-industry/ma... ASML has previously revealed that its next-generation High-NA extreme ultraviolet (EUV) chipmaking tool would cost over twice as much as its existing Low-NA EUV lithography tools, but didn't provide specifics. Now ASML has revealed that its High-NA Twinscan EXE lithography machines will cost around $380 million (€350 million), reports Taipei Times. In contrast, existing Low-NA Twinscan NXE EUV systems cost around €170 million ($183 million), though their prices depend on exact models and configurations. Additionally, ASML told Reuters that it has taken "10 to 20" orders to date from companies, including Intel and SK hynix, and plans to build 20 per year by 2028.
Media Alert: Intel to Provide Updates on Foundry Business and Process Roadmap at IFS Direct Connect Feb 14, 2024 • 4:15 PM ESTIntel will provide updates on its foundry business and process roadmap at IFS Direct Connect, Intel’s flagship foundry customer event on Feb. 21 in San Jose, California. (Credit: Intel Corporation) Event attendees will hear from distinguished speakers throughout the day; morning keynote will be livestreamed. SANTA CLARA, Calif.--(BUSINESS WIRE)-- Intel announced today that it will provide updates on its foundry business and process roadmap at IFS Direct Connect, Intel’s flagship foundry customer event on Feb. 21 in San Jose, California. This press release features multimedia. View the full release here: www.businesswire.com/news/home/202402...
Ter info en een leuke stand/lijst. Return On Invested Capital (ROIC) 5y average ROIC by company in the semiconductor sector from best to worst
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