It is beginning to look like chip maker Intel hit the bottom in its products and foundry businesses in the second quarter of this year and that revenues are slowly – we won’t go so far as to say surely – improving. …
If you are looking to upgrade your X86 server fleet – and there is lots of chatter about how many enterprises as well as hyperscalers and cloud builders are in the financial mood to do that – then the good news is that both Intel and AMD have now rolled out the best serial compute engines they have ever fielded. …
Intel’s second quarter is pretty much a carbon copy of the first three months of 2024 when it comes to revenues across its newly constituted groups, and with an operating loss that is twice as big. …
With Intel’s foundry still trying to get caught up with the process and packaging offered by archrival Taiwan Semiconductor Manufacturing Co, Intel’s server CPU product line has to “make do” with what the foundry has and create products that give the right mix of performance and price to compete with CPU rival AMD in the X86 space and the Arm collective that is creating a new CPU tier in the datacenter. …
Based on what Intel has been saying for the past several weeks in various events, but especially the Hot Chips 2023 a few weeks ago and the more recent Intel Innovation 2023 extravaganza, the company’s foundry process roadmap and its server processor roadmaps are going to align harmoniously to make the Xeon SP family of CPUs more competitive next year. …
Sometimes, especially with Intel in the past several years, the fact that the CPU roadmap doesn’t change is the news. …
It was a reasonable enough gut reaction given the many changes happening at Intel in recent months. …
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