Among the ruins – Intel mishandles its latest quarter
Intel’s seriously mis-communicated their very soft Q1 guidance. They sounded like a company with 90% market share in addressing their outlook, not one with 40%.
Intel’s seriously mis-communicated their very soft Q1 guidance. They sounded like a company with 90% market share in addressing their outlook, not one with 40%.
We used to assume that the economics of AI Inference would depend on Edge Inference, but we saw a lot to test that assumption at CES, which calls into question the uplift semis companies not named Nvidia can expect from AI.
The market for AI Edge Inference may not monetize well for the semis vendors.
So long as AMD has better GPUs than Intel and better CPUs than Nvidia they should have a seat at the table in the market for data center processors.
The numbers on data center processor revenue share are stark. Nvidia has been growing strongly for years and now dominates the league tables. The only question is really what is the new status quo for their share?
We looked at revenue and operating income per employee for the big semis companies, and since that was so much fun, we looked at another dozen companies. Broadcom and Apple are in a league of their own. It is good to have a software or licensing business.
How will Intel’s sales team adjust to the company’s new accounting scheme? A lot rides on this seemingly small change in accounting.
Apple’s M3 launch stood out for its focus on how people actually use computers, the lack of AI acronyms and the fact that they launched 3 chips all at once. It is only getting harder to compete with them.
Microsoft is opening up the market for Arm-based laptop CPUs. This is bad news today for Qualcomm, and potentially bad for Intel over the very long term
Tower Semi ended up with the steak knives consolation prize of a supply deal with Intel instead of an acquisition. The next few years are going to be very challenging for the company as competition and capacity increase across the sector.