Seeking Alpha

Ashraf Eassa

View as an RSS Feed
View Ashraf Eassa's Comments BY TICKER:
Latest  |  Highest rated
  • Sales Of Tablets With Core Processors May Be A Tailwind For Intel In Q1 [View article]
    No problem. Now you understand why the ARM threat is actually far more serious than some give it credit for.

    Intel can't afford another "miss" with its 14nm products. They need to start taking market share (with unequivocally superior products) at 14nm to begin cutting off the R&D air supply to these competitors. Time really is of the essence because, as I've shown, we're already at 2010/2011 laptop performance in our phones and accelerating.
    Mar 16 11:05 AM | Likes Like |Link to Comment
  • TSMC's Rebuttal Of Intel's Scaling Advantage Is Just Qualitative, Not Quantitative [View article]
    @ author

    There's actually a simpler way to think about this.

    Intel's graph was essentially talking about M1 pitch (which is a key determinant of density in a logic device), which TSMC has confirmed does not change in moving from 20nm -> 16FF. TSMC does see a slight reduction in SRAM cell size in going from 20nm -> 16nm so in that sense Intel's graph wasn't accurate, but I don't think that was the point.

    If the chart were talking about SRAM cell size, Intel 22nm would compare much more favorably on density against TSMC 28nm than it does.
    Mar 16 10:59 AM | 2 Likes Like |Link to Comment
  • Sales Of Tablets With Core Processors May Be A Tailwind For Intel In Q1 [View article]
    OK, so the Krait you're looking at is a 1.5GHz dual core Krait 200. The top end Snapdragon 800 today is a quad core 2.5GHz quad core Krait 400 (the Krait architecture has evolved significantly since the 2011 processor your reference).

    So crudely speaking let's assume 30% per-clock performance improvement from Krait 200 -> Krait 400, then assume twice the cores and a move from 1.5GHz -> 2.5GHz.

    Quantifying it:

    1.5GHz -> 2.5GHz brings you from 9880 to 16400
    Per core uplift of 30% brings you from 16400 -> 21320
    Doubling your cores brings you from 21320 -> 42640.

    Peak theoretical performance of the Krait is now 1/3rd of your very best desktop-oriented 95W PC chip. I realize these estimates are crude, but this does illustrate my point that you're not so far off from PC performance as you think with these ARM processors ;-)

    Also, I claimed that a dual core low end Bay Trail (Intel Pentium N2805, for example) is the low end PC chip I'm talking about. The Silvermont core in Bay Trail is roughly equivalent to a Krait 400 found in Snapdragon 800, but there are half of them.

    So, there are actually smartphones with more performance than low end Intel powered notebooks and desktops. In fact, Intel's own Merrifield inside of a mobile phone should be roughly equivalent in performance to its low end Pentium/Celeron PC processors for notebooks.
    Mar 16 12:15 AM | Likes Like |Link to Comment
  • Sales Of Tablets With Core Processors May Be A Tailwind For Intel In Q1 [View article]
    "An ARM based desktop today would be like an old 80486 chip around the turn of the century - not a lot of demand for those today."

    Sorry, but this is nonsense. There are desktops today that ship with dual core Bay Trail-D chips which actually offer lower performance than a quad Cortex A15 implementation found in a phone. These are low end desktops, I grant you, but Qualcomm/NVIDIA/Samsung ARM-based chips - if they weren't restricted by the X86 requirement of full Windows 8.1 - would be quite formidable in the low end where Intel and AMD play today.
    Mar 15 11:43 PM | Likes Like |Link to Comment
  • Intel Is Late, But It Didn't Miss Mobile [View article]
    Really? Because QCOM - the most profitable mobile chip player - generates ~$3.3B in EBIT from chips (including non-AP stuff), so ex-modems it's <$3B.

    Intel's PC business generates $12B in EBIT and its server biz generates $5.3B+.
    Mar 14 04:11 PM | 1 Like Like |Link to Comment
  • Intel Is Late, But It Didn't Miss Mobile [View article]
    I suppose ARM missed the server market by not aggressively pursuing it until recently...;-)

    Some consistency, please?
    Mar 13 10:36 PM | 1 Like Like |Link to Comment
  • Intel Is Late, But It Didn't Miss Mobile [View article]
    Kafkaesque2,

    So you're claiming that smartphones/tablets will disappear and that Intel will never, ever be able to sell chips into this market? A market that is very desperately looking for a strong second source to Qualcomm?

    :-)
    Mar 13 03:33 PM | 1 Like Like |Link to Comment
  • Ambarella's CEO Discusses F4Q 2014 Results - Earnings Call Transcript [View article]
    Right ;-)
    Mar 13 01:52 PM | Likes Like |Link to Comment
  • Sales Of Tablets With Core Processors May Be A Tailwind For Intel In Q1 [View article]
    I own a Dell Venue 8 Pro and an iPad mini with Retina Display. I very rarely use the Venue 8 Pro, but use the iPad mini very frequently.
    Mar 13 01:23 PM | 2 Likes Like |Link to Comment
  • Behind The Scenes With Dream Team, CytRx And Galena [View article]
    Wow. Superb work!
    Mar 13 01:11 PM | 2 Likes Like |Link to Comment
  • Galena Biopharma: Numerous Red Flags Suggest A Significant Overvaluation [View article]
    Great call!!
    Mar 13 12:58 PM | Likes Like |Link to Comment
  • Intel Is Late, But It Didn't Miss Mobile [View article]
    The iPhone 5s or a Galaxy S5 is already faster than a MacBook Air from 2010.
    Mar 13 12:44 PM | 1 Like Like |Link to Comment
  • Intel Is Late, But It Didn't Miss Mobile [View article]
    "Yeah, I'm thinking of the economics rather than the physics. What happens to Intel as an investment if they and the rest of the industry can't get below 10nm?"

    I doubt that'll be the case, but if it is, then it'll be a boring one indeed ;-)
    Mar 13 12:42 PM | Likes Like |Link to Comment
  • Intel Is Late, But It Didn't Miss Mobile [View article]
    When you buy a $20 phone with a TSMC-built Intel modem in it, Probably $5-6 goes to TSMC, $1-2 goes to Amkor or another OSAT, the rest goes to Intel.

    The royalty paid to Qualcomm is a % of the smartphone, not the modem.
    Mar 13 12:12 PM | Likes Like |Link to Comment
  • Intel Is Late, But It Didn't Miss Mobile [View article]
    A lot farther. According to Kelihn Kuhn, we've got about 20 more shrinks to go before we run into truly fundamental limits, but we may end up limited by lithography equipment before we are limited by physics.
    Mar 13 12:10 PM | Likes Like |Link to Comment
COMMENTS STATS
8,697 Comments
13,365 Likes