Intel has made an aggressive play by cutting the pricing on its new Core i9 X-series processors by 40-50 percent to make the product more price competitive.
Intel Releases New AI Processors Deepening Training And Inference Capabilities
Intel has used this year’s Hot Chips event ot roll out 2 new processors focused on improving AI Training and Inference. A look at how these chips compete.
Quick Overview of Intel’s new 10th generation “Ice Lake” CPUs for laptops.
Intel’s new 10nm “Ice Lake” CPUs promise to bring more gaming and AV processing punch to laptops with better AI, IPCs and graphics.
AMD Q2 Earnings Simply Don’t Reflect A Company Up Over 80% YTD
AMD Earnings showed a weaker than expected Q2 for the company as their stock continues to rise based on speculation, but will that continue?
Intel Q2 Earnings: Strong Performance Should Quash Negative Sentiment
Pre-earnings call, many analysts were betting against Intel (INTC) this quarter based upon competition, china and chip shortage, but results are in and the company is up versus expectations and continuing to show strength. A look at the earnings and what’s ahead for Intel.
Why Apple’s Looking To Buy Intel’s 5G Smartphone Modem Business
With Apple allegedly on the verge of buying Intel’s now defunct modem business, the company is looking to take iPhone modems in house in a move away from Qualcomm. Is this a good move, and when will Apple be ready to deliver an iPhone with an Apple modem?
U.S. Semiconductor Industry Granted Permission to Sell to Huawei
The U.S. Semiconductor Industry, lobbying on behalf of Qualcomm, Intel, Broadcom, and others granted permission to sell to Huawei.
NVIDIA Adds Volvo to its Roster of Partners on AI for Self-Driving Trucks
NVIDIA adds Volvo to its roster of partners for AI on self-driving cars, and the battle for reference customer wins is on. Intel has publicly shared big wins with BMW, Honda, Nissan, and Fiat- Chrysler, while NVIDIA has staked their claims with Mercedes, VW, and Toyota. The market is big enough for both companies, and it will be interesting to watch as this goes from PoC to production, which company, if any, becomes the undisputed leader in this space.
Apple’s 5G Enabled Phones and … Going it Alone in Chips by 2022-23?
I have no doubt that Apple intends to own the entire supply chain and modems and then perhaps RF to follow. I am skeptical that they can execute in the timeline being provided. I would think 2024 or even 2025 is more reasonable, but let’s give them kudos for being bold. As an admitted fan of the Qualcomm modems, I think they could better divert resources elsewhere, but that isn’t Apple’s style.
Intel Goes Barefoot in the Ethernet Switch Silicon and Software Park
Intel’s acquisition of Barefoot Networks is a shrewd move, immediately bolstering the company’s competitive prospects in the hyperscale data center market segment and challenging key rivals NVIDIA and Broadcom in a drive toward new business.