Tech "intel's f-----"

Oh my Intel is dying oh no lol.

"
Analysis: AMD set to come under serious pressure?

As we’ve recently seen, the rumor mill believes that AMD has stepped up its intentions with the incoming next-gen Zen 4 launch in an effort to get these Ryzen processors out the door in Q3. As we theorized earlier this month, this could be a reaction to the news that Raptor Lake might come in Q3 (which was floated in a previous rumor), and that Team Red may be aiming to steal Intel’s thunder.


However, if it’s true that Raptor Lake is due in September, and Meteor Lake could follow in the summer of 2023 – shifting to 7nm, and providing nearly as good a boost as Raptor Lake, according to MLID, even if the 14th-gen will purportedly focus more on mobile CPUs – then AMD will seriously have its work cut out to respond to that kind of pace of development.


While Ryzen has ruled the desktop CPU roost in recent times, Alder Lake has swung some momentum back Intel’s way since it launched, and it looks like Team Blue really doesn’t want to let up the pressure.""

https://www.techradar.com/news/inte...-cpus-could-launch-at-a-pace-thatll-worry-amd

You can bet from people I have heard from team blue is accelerating their development timelines thanks to renewed focus on home computing and graphics. It's obvious Intel learned its lessons with letting team red get the jump on them with SOC signing deals with console makers and completely throwing out bulldozer and going with a completely new design that many at the time questioned. Intel is very different and is willing to take risks like it was not doing before leading towards gaining back those areas that was lost to team red. Yes go ahead Rob post the latest stock price but remember AMD was in 2013 on its last legs at around 1.75 per share not know look at it. There is obviously a similar potential for Intel to gain some of its swagger with these new products.

https://www.techradar.com/news/inte...-cpus-could-launch-at-a-pace-thatll-worry-amd
 
rob mafia said:
propped by biden bucks. otherwise, yup. in the red for years.
Click to expand...

I just looked Intel back above AMD's stock price sky is falling. Realize Apple just pushed Intel an AMD's sh×t in again. 64 cores 800 gigabytes per second bus an up to 128 gigs of GPU memory unified but still. Apple claims it can smack around the RTX 3090. My point competition is good an a robust infrastructure includes TSMC is good for everyone.

Just got an RTX 3070 for only 15 percent above MSRP thanks Intel. No doubt a flood of GPU's on the market is a sign Nvidia an AMD are possibly getting product out ahead of release.Again a 3rd entry is good for the price an accessibility.
 
PEB said:
I just looked Intel back above AMD's stock price sky is falling. Realize Apple just pushed Intel an AMD's sh×t in again. 64 cores 800 gigabytes per second bus an up to 128 gigs of GPU memory unified but still. Apple claims it can smack around the RTX 3090. My point competition is good an a robust infrastructure includes TSMC is good for everyone.

Just got an RTX 3070 for only 15 percent above MSRP thanks Intel. No doubt a flood of GPU's on the market is a sign Nvidia an AMD are possibly getting product out ahead of release.Again a 3rd entry is good for the price an accessibility.
Click to expand...

...k. apple is so hurting amd that they just made a deal for amd GPUs. and a $5k-6k system better be better than a 3090.

troll smarter, not harder. i know that's antithetical to the wumao way, though.
 
Last edited:
rob mafia said:
...k. apple is so hurting amd that they just made a deal for amd GPUs. and a $5k-6k system better be better than a 3090.

troll smarter, not harder. i know that's antithetical to the wumao way, though.
Click to expand...
The reason why Apple buying AMD is because they had a falling out with Nvidia. They are still pissed that Nvidia was not willing to give them special status over other competitors. Nvidia GPU business is going big guns an their working on a competitor to M1.

They even tried to buyout ARM the parent company who controls ARM licenses that Apple uses. If you look into the reasoning it's hardly clear. Oh Samsung slowly getting their 5nm act together.

"Seong-hyeon Park, CEO of Rebellions, said, "More innovation cases will be created through cooperation with Samsung Electronics and Design House for the shared growth of the domestic semiconductor development ecosystem."

Rebellions announced that it is designing a chip using Samsung Electronics' EUV-based 5-nm process. The 5nm process can reduce the area by 25% compared to the 7nm process, increase power efficiency by 20%, and increase performance by 10% through semiconductor cell design optimization. This is the first time for a domestic fabless company to cooperate with Samsung Electronics on a 5-nano foundry process."

It's not all about Intel if China invades Taiwan we are up deep sh#t. Samsung, Intel globalfoundries all have a piece to play. Oh fun fact 30 percent of the worldwide supply of neon an argon gas comes from Ukraine. Oh an nearly 70 percent of CPU an GPU's from Taiwan.
 
PEB said:
The reason why Apple buying AMD is because they had a falling out with Nvidia. They are still pissed that Nvidia was not willing to give them special status over other competitors. Nvidia GPU business is going big guns an their working on a competitor to M1.

They even tried to buyout ARM the parent company who controls ARM licenses that Apple uses. If you look into the reasoning it's hardly clear. Oh Samsung slowly getting their 5nm act together.

"Seong-hyeon Park, CEO of Rebellions, said, "More innovation cases will be created through cooperation with Samsung Electronics and Design House for the shared growth of the domestic semiconductor development ecosystem."

Rebellions announced that it is designing a chip using Samsung Electronics' EUV-based 5-nm process. The 5nm process can reduce the area by 25% compared to the 7nm process, increase power efficiency by 20%, and increase performance by 10% through semiconductor cell design optimization. This is the first time for a domestic fabless company to cooperate with Samsung Electronics on a 5-nano foundry process."

It's not all about Intel if China invades Taiwan we are up deep sh#t. Samsung, Intel globalfoundries all have a piece to play. Oh fun fact 30 percent of the worldwide supply of neon an argon gas comes from Ukraine. Oh an nearly 70 percent of CPU an GPU's from Taiwan.
Click to expand...

lolz!

taiwan fud AND neon fud?

<JagsKiddingMe>


protip: neon is a nothingburger. and everyone knew it a month ago, the day the white house inexplicably put out that bizarro/crappy pr. no one gives a fuck about neon. lolz


lolz @ CONSTANTLY spamming wumao anti-taiwan FUD bullshit and weird nationalist bullshit... and then pretending to be so offended when i called you out for it. it's your MO. it's pretty much all you do. it's seriously ~50% of the posts i see from you.

i get it - you hate taiwan. you made that laughably clear with all these incessant anti-taiwan posts for the last year.
 
rob mafia said:
lolz!

taiwan fud AND neon fud?

<JagsKiddingMe>


protip: neon is a nothingburger. and everyone knew it a month ago, the day the white house inexplicably put out that bizarro/crappy pr. no one gives a fuck about neon. lolz


lolz @ CONSTANTLY spamming wumao anti-taiwan FUD bullshit and weird nationalist bullshit... and then pretending to be so offended when i called you out for it. it's your MO. it's pretty much all you do. it's seriously ~50% of the posts i see from you.

i get it - you hate taiwan. you made that laughably clear with all these incessant anti-taiwan posts for the last year.
Click to expand...
"

You're desperate to keep with this constant I hate Taiwan stuff at least I put it with a capital T l seeing it is a Country.

Mar 3 from FT

Russia’s invasion of Ukraine threatens to pile further pressure on chip manufacturing as a squeeze on the supply of rare gases critical to the production process adds to pandemic-related disruptions. Ukraine supplies about 50 per cent of the world’s neon gas, analysts have said, a byproduct of Russia’s steel industry that is purified in the former Soviet republic and is indispensable in chip production. Manufacturers have already been reeling from shortages of components, late deliveries and rising material costs, with companies that rely on chips, such as carmakers, facing production delays as a result. Many companies, including US manufacturers Applied Materials and Intel, have said constraints would persist into 2023. Demand for raw materials is also expected to rise by more than a third in the next four years, as businesses such as the world’s biggest contract chipmaker Taiwan Semiconductor Manufacturing Company increase production, said consultancy Techcet. “We are in great trouble. We have no rare gases to sell,” said Tsuneo Date, who runs Daito Medical Gas, a pressurised gas dealer north of Tokyo."

Japan listed it as a major issue towards producing chips it is used and I guess you know more the Financial Times?


https://www.ft.com/content/ac8733c4-bfea-4499-8a48-4997a77ad33f
 
PEB said:
"

You're desperate to keep with this constant I hate Taiwan stuff at least I put it with a capital T l seeing it is a Country.

Mar 3 from FT

Russia’s invasion of Ukraine threatens to pile further pressure on chip manufacturing as a squeeze on the supply of rare gases critical to the production process adds to pandemic-related disruptions. Ukraine supplies about 50 per cent of the world’s neon gas, analysts have said, a byproduct of Russia’s steel industry that is purified in the former Soviet republic and is indispensable in chip production. Manufacturers have already been reeling from shortages of components, late deliveries and rising material costs, with companies that rely on chips, such as carmakers, facing production delays as a result. Many companies, including US manufacturers Applied Materials and Intel, have said constraints would persist into 2023. Demand for raw materials is also expected to rise by more than a third in the next four years, as businesses such as the world’s biggest contract chipmaker Taiwan Semiconductor Manufacturing Company increase production, said consultancy Techcet. “We are in great trouble. We have no rare gases to sell,” said Tsuneo Date, who runs Daito Medical Gas, a pressurised gas dealer north of Tokyo."

Japan listed it as a major issue towards producing chips it is used and I guess you know more the Financial Times?


https://www.ft.com/content/ac8733c4-bfea-4499-8a48-4997a77ad33f
Click to expand...

ermagerhd

neon is a nothingburger. it never was relevant.

neon is fucking harvested from the air. it can be done anywhere on the planet. dumber, it can be recycled from the fabs. dumber, this was stated a month ago. dumber, even tsmc stated this. a month ago.

dumber, even taiwan stated this. a month ago. which reuters reported on. https://www.reuters.com/markets/eur...act-ukraine-war-chip-supply-chain-2022-02-26/

fucking wumao hurrrrrrrrrr durrrrrrrrrrrrrrrrrrrrrr

<BidenShutIt>
 
rob mafia said:
ermagerhd

neon is a nothingburger. it never was relevant.

neon is fucking harvested from the air. it can be done anywhere on the planet. dumber, it can be recycled from the fabs. dumber, this was stated a month ago. dumber, even tsmc stated this. a month ago.

dumber, even taiwan stated this. a month ago. which reuters reported on. https://www.reuters.com/markets/eur...act-ukraine-war-chip-supply-chain-2022-02-26/

fucking wumao hurrrrrrrrrr durrrrrrrrrrrrrrrrrrrrrr

<BidenShutIt>
Click to expand...
I know that it is harvested from the production of aluminum where a sizable supply comes from Eurasian countries the impact will be felt because people have to find other sources to make up losses troll.
 
PEB said:
I know that it is harvested from the production of aluminum where a sizable supply comes from Eurasian countries the impact will be felt because people have to find other sources to make up losses troll.
Click to expand...

uDNqsKs.gif


imagine STILL trying to spread fud about... neon. after being decisively btfo. by the taiwanese government's own statement.

peb doesn't have to imagine.
 
PEB said:
Yeah I saw the statement oh wait
76483415.jpg


TSMC likely to avoid problems see above.

https://www.taipeitimes.com/News/biz/archives/2022/02/15/2003773114
Click to expand...

this was one week before the link i posted, which directly responded to this.

congrats at stretching that HURR DURR into a HURRRRRRRRRRRRRR DURRRRRRRRRRRRRRRRRRRRRRRRRRRRRR

{<jordan}

the gift that keeps on giving.


(btw, duv is more affected. not that it should be significant even for duv. but the one most impacted by this would be... can you guess?)
 
"
Intel has filed confidentially with the Securities and Exchange Commission for an initial public offering for Mobileye, the chip maker’s autonomous unit, the company said Monday.

The filing is no surprise: Intel (ticker: INTC) announced late last year that it was planning a mid-2022 IPO for Mobileye, which it acquired in 2017 for about $15 billion. Mobileye makes software and chips for both advanced driver assistance systems (ADAS) like lane departure warnings and pedestrian detection and avoidance, and full-on autonomous driving.

Intel previously has said it expects to maintain a majority stake in Mobileeye. It would almost certainly use the proceeds from the public portion of the transaction to help fund its aggressive push to build more chip factories. In December, The Wall Street Journal reported that the pending offering could value Mobileye for more than $50 billion. If that holds it would represent about a quarter of Intel’s current market capitalization of just under $200 billion.

In 2021, Mobileye had revenue of $1.4 billion, up 43% from the previous year, with operating profit of $460 million, according to Intel’s most recent earnings report. If similar growth is assumed for this year, revenue would be about $2 billion, with an implied valuation of about 25 times current-year revenue.

Just after Intel announced its plan to take Mobileeye public late last year, a flurry of analyst notes addressed the potential valuation.

New Street Research analyst Pierre Ferragu wrote at the time that a valuation of more than $50 billion “makes sense to us,” with the implication of trading at more than 50 times estimated 2024 estimated pretax earnings.

Northland Securities analyst Gus Richard also wrote at the time that a valuation in the $50 billion range made sense to him. Richard expects Mobileye to become both a supplier of autonomous driving technology as well as a fleet operator and service provider. He sees tremendous value in the data that the company has collected from the existing fleet of cars already used Mobileye technology.

“Mobileye is the leading supplier of silicon and software for ADAS,” Richard wrote. “Mobileye is in an estimated 45 million to 50 million vehicles, and it collects driving data from these cars. Data is the feedstock in an AI-driven world and Mobileye has more driving data than everyone else combined. Mobileye is leading the deployment of robotaxi and mobility as a service. This makes Mobileye a valuable asset for an autonomous vehicle future.”
:"

https://www.barrons.com/articles/intel-initial-public-offering-filing-mobileye-51646679051
 
btfo about neon/taiwan/wumao/"false information"/etc ? post old news with no real update/nothingburger!

best part:
PEB said:
The filing is no surprise
Click to expand...

quick, spam it on wumaodog!
 
"
Intel Corp. said it has filed paperwork to take its Mobileye self-driving car unit public as the semiconductor giant tries to spark investor enthusiasm in its own shares and capitalize on growing demand for automated driving.

Intel last year said it was going to list Israel-based Mobileye, which it bought in 2017 for around $15 billion. People familiar with the matter have said the unit could fetch a valuation above $50 billion.

Pat Gelsinger, who became the chip company’s chief executive last year, has been trying to remake Intel through steps such as investing in new chip-making factories and bolstering its engineering team. Intel last month agreed to buy Israeli chip company Tower Semiconductor Ltd. for nearly $6 billion. The moves have failed to boost its share price, though, amid concerns the spending will weigh on results in the near-term.

On Monday, Intel said it has confidentially submitted a draft registration statement with the U.S. Securities and Exchange Commission for a proposed initial public offering. Intel has said it expected the listing to take place in mid-2022 and that it expects to retain a majority share.
"


https://www.google.com/amp/s/www.ws...self-driving-unit-mobileye-public-11646669536
 
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