Citing "upside seen in PC builds/shipments and data center demand," Maxim's Ashok Kumar thinks Intel (INTC +0.4%) will post Q4 revenue at the high end of its guidance range of $13.2B-$14.2B; the consensus ($13.72B) is nearly at the midpoint of that range.
Like others, Kumar thinks the corporate Windows 7 upgrade cycle is giving Intel a lift. With Microsoft ending Windows XP support in April, many firms are upgrading systems in advance. Kumar's remarks come a day after Digitimes reported TSMC is seeing order pull-ins from PC and smartphone chipmakers.
Meanwhile, Digitimes reports today Intel has scored mobile CPU wins from OEMs who have historically relied on MediaTek (popular with low-end Android OEMs), and is partnering with a variety of Chinese "white box" vendors.
The site previously reported Intel is planning to spend $1B in 2014 on marketing subsidies to drive Bay Trail adoption. The chip giant has set a goal of selling 40M tablet CPUs next year, up ~4x from 2013 levels.
Reviews for Intel's new Bay Trail Atom CPUs have been solid. ZDNet's James Kendrick, after trying out an Asus Bay Trail tablet: "This tablet feels as fast as any Core processor-equipped laptop or tablet I've used with Windows 8 ... Bay Trail doesn't feel like a stripped down mobile processor, it is as fast as any processor should be."
Does that performance spell cannibalization risk? Bay Trail CPUs list for $32-$37; many Core notebook CPUs go for over $100.
Previous: Intel planning flurry of 2014/2015 mobile CPU launches