Discussion
Intel historically has had leadership in CPU manufacturing process size, which gave you cheaper transistors, so faster cheaper to make CPUs.
Right now they're behind AMD and Apple in both process size and performance. Their 10nm process is still not managing mass production of server class CPUs (laptops only) while AMD is selling 7nm CPUs and the Apple Silicon is based on 5nm.
It's unclear if they can come back from this while retaining their own CPU fabrication plants (fabs), and loss of that integration would be a big shock to their design process.
This story is over a year old https://semiaccurate.com/2019/10/29/intels-actions... and they still don't have a desktop or server 10nm CPUs released and I'm finding it easier to buy 14 nm laptops than 10 nm.
This is from the summer share price drop https://www.bloomberg.com/news/articles/2020-07-23...
But you surely looked at this before you bought them didn't you?
Right now they're behind AMD and Apple in both process size and performance. Their 10nm process is still not managing mass production of server class CPUs (laptops only) while AMD is selling 7nm CPUs and the Apple Silicon is based on 5nm.
It's unclear if they can come back from this while retaining their own CPU fabrication plants (fabs), and loss of that integration would be a big shock to their design process.
This story is over a year old https://semiaccurate.com/2019/10/29/intels-actions... and they still don't have a desktop or server 10nm CPUs released and I'm finding it easier to buy 14 nm laptops than 10 nm.
This is from the summer share price drop https://www.bloomberg.com/news/articles/2020-07-23...
But you surely looked at this before you bought them didn't you?
xeny said:
Intel historically has had leadership in CPU manufacturing process size, which gave you cheaper transistors, so faster cheaper to make CPUs.
Right now they're behind AMD and Apple in both process size and performance. Their 10nm process is still not managing mass production of server class CPUs (laptops only) while AMD is selling 7nm CPUs and the Apple Silicon is based on 5nm.
It's unclear if they can come back from this while retaining their own CPU fabrication plants (fabs), and loss of that integration would be a big shock to their design process.
This story is over a year old https://semiaccurate.com/2019/10/29/intels-actions... and they still don't have a desktop or server 10nm CPUs released and I'm finding it easier to buy 14 nm laptops than 10 nm.
But you surely looked at this before you bought them didn't you?
thanks - nope no research at all. Just going by the ups and downs on the charts and general flows and directions. Right now they're behind AMD and Apple in both process size and performance. Their 10nm process is still not managing mass production of server class CPUs (laptops only) while AMD is selling 7nm CPUs and the Apple Silicon is based on 5nm.
It's unclear if they can come back from this while retaining their own CPU fabrication plants (fabs), and loss of that integration would be a big shock to their design process.
This story is over a year old https://semiaccurate.com/2019/10/29/intels-actions... and they still don't have a desktop or server 10nm CPUs released and I'm finding it easier to buy 14 nm laptops than 10 nm.
But you surely looked at this before you bought them didn't you?
Had a spare £1k which was either going into a pension/isa with IM but fancied a bit of fun self deluding myself.
Patterns/charts do flow so I hop on some and jump off others and hope to make £10 or £20 here and there. I dont have a hope of understanding the financials but am good with visuals and patterns. Black jack patterns if you watch long enough you see trends/patterns and it "feels " similar with stock patterns/graphs.
Dont have much in but did start with £1k to play with around over the last 2 months and upto £1200 ish now getting a feel for patterns. dont worry im not deluded enough to gamble loads on it !
Edited by superlightr on Tuesday 24th November 17:37
Intel's woes are comprehensively priced into the price already, making them very good value, I think. They are one of the top chip companies in every market sector, and while they have technically fallen behind in some sectors, that is not true in all of them. Intel spend 10 times as much on R&D as any of their competitors, I understand, so they should be capable of making themselves competitive again.
I should add that I started buying their stock at $54 and bought more at $44. I'll buy again if the price drops to $38 (but I doubt it will get there). My aim is to start selling out at $70.
I should add that I started buying their stock at $54 and bought more at $44. I'll buy again if the price drops to $38 (but I doubt it will get there). My aim is to start selling out at $70.
xeny said:
Intel historically has had leadership in CPU manufacturing process size, which gave you cheaper transistors, so faster cheaper to make CPUs.
Right now they're behind AMD and Apple in both process size and performance. Their 10nm process is still not managing mass production of server class CPUs (laptops only) while AMD is selling 7nm CPUs and the Apple Silicon is based on 5nm.
It's unclear if they can come back from this while retaining their own CPU fabrication plants (fabs), and loss of that integration would be a big shock to their design process.
This story is over a year old https://semiaccurate.com/2019/10/29/intels-actions... and they still don't have a desktop or server 10nm CPUs released and I'm finding it easier to buy 14 nm laptops than 10 nm.
This is from the summer share price drop https://www.bloomberg.com/news/articles/2020-07-23...
But you surely looked at this before you bought them didn't you?
Great answer, ta. Apple has reputedly got 4nm stuff in design for manufacture in 2022.Right now they're behind AMD and Apple in both process size and performance. Their 10nm process is still not managing mass production of server class CPUs (laptops only) while AMD is selling 7nm CPUs and the Apple Silicon is based on 5nm.
It's unclear if they can come back from this while retaining their own CPU fabrication plants (fabs), and loss of that integration would be a big shock to their design process.
This story is over a year old https://semiaccurate.com/2019/10/29/intels-actions... and they still don't have a desktop or server 10nm CPUs released and I'm finding it easier to buy 14 nm laptops than 10 nm.
This is from the summer share price drop https://www.bloomberg.com/news/articles/2020-07-23...
But you surely looked at this before you bought them didn't you?
My understanding is that the nm efficiency is both heat/power and performance, so with Intel wandering in the wasteland could we see the end of the 30-year X86 architecture? And, secondly, will that also spell the end for CISC? And the resurgence of Moores Law?
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