ENTITY
Intel Corp

Intel Corp (INTC US)

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Analysis
Information TechnologyUnited States
Intel Corporation designs, manufactures, and sells computer components and related products. The Company's major products include microprocessors, chipsets, embedded processors and microcontrollers, flash memory products, graphics products, network and communications products, systems management software, conferencing products, and digital imaging products.
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22 Apr 2023 11:57

TSMC. Betting Big Is Nothing New

Q1 2023 revenues of $16.72 billion, at the bottom end of the guided range, down 16.1% QoQ and 4.8% YoY. Q2 will be the trough. 2023 CapEx at $34...

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19 Apr 2023 16:12

Intel's "5 Nodes In 4 Years" Is A Red Herring

"5 nodes in 4 years" is a meaningless mantra unless qualified with unit volume, ramp speed and yield metrics. These are where the real challenges lie.

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15 Apr 2023 17:04

Semiconductors: More Green Shoots Of Recovery Keep On Popping Up

March revenue numbers from the Taiwan semi ecosystem are surprisingly good. The sequential decline in Q1 2023 PC unit shipments was at the low end...

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12 Apr 2023 09:13

No Signs of a Chip Recovery

Has the chip downturn ended?  No.  Is there any sign that it's going to end soon?  Again, no.  This Insight provides concrete data points to...

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Jim Handy
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11 Apr 2023 09:25

TSMC March Revenue Falls 10.9% MoM

Q1 2023 revenue of ~US$16.7 billion was at the bottom end of the guided range. Despite the inauspicious start, Q1 revenue still represents...

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