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Ashraf Eassa

 
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  • Intel: Latent Profitability [View article]
    You're welcome, Cincinnatus.
    Jul 23 05:05 PM | Likes Like |Link to Comment
  • Intel: Latent Profitability [View article]
    Cincinnatus

    Here's the thing you need to know about Intel's processes. Even though they broadly classify them as "SoC" and "General Purpose", each broad product is built with a "customized" process.

    So, for example, Core M will be built on a slightly differently tuned process (i.e. for lower leakage, lower max clocks) than what Broadwell-DT and Broadwell-EP will be built on. Within each process "class" the designers can choose different performance/leakage transistors and the metal stack can be differently configured depending on what kind of cost/density you're looking for.

    It's pretty cool stuff, IMO.
    Jul 23 02:14 PM | 4 Likes Like |Link to Comment
  • Intel: Latent Profitability [View article]
    Cincinnatus

    " They're not trying to manufacture Xeons on a low power SoC process. In fact historically at Intel the low power process has lagged the high performance process."

    Interestingly enough, I believe Broadwell SoC (for microservers) will be out in late 2014/early 2015 -- well ahead of the traditional Xeons. This I would assume is the higher power process, too, but it does show that full SoCs can be built on it, contrary to what some would like us to believe :-)
    Jul 23 02:02 PM | 2 Likes Like |Link to Comment
  • Intel: Latent Profitability [View article]
    Cincinnatus

    "Don't you need to qualify that by whose process is being discussed?"

    Yes, that was a small lapse on my part. Cost/transistor is going DOWN for Intel, but up for the foundries according to Handel Jones as well as a number of the fabless companies (NVIDIA and Broadcom are on record in stating this).
    Jul 23 02:01 PM | 2 Likes Like |Link to Comment
  • Apple rallies post-earnings; Street focuses on margins, iPhone 6 [View news story]
    I don't doubt it!
    Jul 23 11:59 AM | Likes Like |Link to Comment
  • Intel: Latent Profitability [View article]
    Cincinnatus

    It is a common misconception that the leading edge is more expensive. On a per wafer basis, yes, but per transistor it is cheaper thanks to area scaling.

    There is a reason Intel is bringing online a bunch of 14nm factories simultaneously later this year and will transition its highest volume products first (Braswell/Cherry Trail/Broadwell ULX/ULT).
    Jul 23 11:49 AM | 5 Likes Like |Link to Comment
  • Apple rallies post-earnings; Street focuses on margins, iPhone 6 [View news story]
    The Xiaomi Mi4 is not "all metal".
    Jul 23 11:45 AM | 3 Likes Like |Link to Comment
  • Intel: Latent Profitability [View article]
    oak8292,

    "If both Nvidia and AMD are both denied leading edge it may actually improve profitability for both."

    If AMD and NV are denied "leading edge" then Intel, which will forge ahead on the leading edge, will improve its iGPUs to the point of obsoleting the dGPU market.
    Jul 23 11:44 AM | 4 Likes Like |Link to Comment
  • Intel: Latent Profitability [View article]
    TechResearch

    "AMD's Radeon HD 7970 manufactured at TSMC 28nm HP (high performance) which was a high k metal gate process launched on Dec 22, 2011 with retail availability on Jan 9, 2012"

    Certainly true, but when did we see the first 28nm HKMG low power process (HPm) based chips come from TSMC? Snapdragon 800 in mid-2013. I think this is the point that Cincinnatus is trying to make.

    Also, from a personal perspective, I remember trying to buy a Radeon 7970 at launch -- availability was very scarce. Even the GTX 680 (which launched in April) was in very short supply. So, while TSMC technically got these chips made for early 2012 launch, really big volumes -- if memory serves -- weren't available until much later.
    Jul 22 10:42 PM | 1 Like Like |Link to Comment
  • Intel: Latent Profitability [View article]
    wow&wow

    The dirt cheap chips are smaller and have lower cost structures.
    Jul 22 04:19 PM | 1 Like Like |Link to Comment
  • Intel: Latent Profitability [View article]
    TechResearch

    "btw AMD CS made $2 million profit in Q2 2013 on $841 million revenue but made $9 million profit on $669 million in Q2 2014. "

    Yes, but this was probably due to significant R&D/SG&A cuts, and not due to any significant product gross margin uplift. Be very careful with interpreting these numbers.

    "Anyway the fact is AMD's revenue was up Q-o-Q so its not as you predicted where you said that AMD CS will continue to shrink."

    Will have to do some more analysis later.
    Jul 21 02:23 PM | 1 Like Like |Link to Comment
  • Intel: Latent Profitability [View article]
    TechResearch

    "btw AMD was up on CS revenue q-o-q but down y-o-y . I don't think you can conclusively say Intel took share in consumer PCs. "

    Could you help me with the math here? If PC units were down, let's call it low single digits (1-3%) year over year, and if Intel's units were up ~9% while AMD's were down >20% (revs were down 20% but it saw ASP up, so units are down by >20%), could you construct a mathematical scenario that illustrates a flat-to-up share for AMD?
    Jul 21 01:56 PM | 4 Likes Like |Link to Comment
  • Intel: Latent Profitability [View article]
    Next stop? Mobile profitability.
    Jul 21 01:32 PM | 5 Likes Like |Link to Comment
  • Intel: Latent Profitability [View article]
    TechResearch

    "you remain a silly intel pumper."

    Are you a "pumper" if you are making a legitimate fundamental case and then those fundamentals play out? Intel is now trading at multi-year highs, TSMC's 16 FinFET is delayed until late 2015 for start of production, and the market share trends that many Intel bulls (including yours truly) called for vis-a-vis AMD and Intel are playing out as expected.

    The term "pumper" is reserved for those who do not make a plausible fundamental argument -- do not throw this term around lightly. Fundamentals rule the day here, and the recent move that you are seeing is due to earnings and revenues moving up.
    Jul 21 12:45 PM | 20 Likes Like |Link to Comment
  • AMD Fell Short Of Expectations, So What Now? [View article]
    Nope. CPU space is filled with ARM-based competition.
    Jul 18 12:11 PM | 2 Likes Like |Link to Comment
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