President

Thomas Coughlin

Coughlin Associates

Equity Bottom-Up

Intel's change in CEOs will likely result in changes in the company, such as selling off unprofitable acquisitions.  How will this impact the company's NSG memory products.   I would guess that Intel might decide to accelerate its sale of its NAND flash operations to SK hynix.  However, because of the strategic importance of the next generation server processors to compete against AMD.  I think it is much less likely that the company would sell its Optane products at this time.

Intel's change in CEOs will likely result in changes in the company, such as selling off unprofitable acquisitions.  How will this impact the company's NSG memory products.   I would guess that Intel might decide to accelerate its sale of its NAND flash operations to SK hynix.  However, because of the strategic importance of the next generation server processors to compete against AMD.  I think it is much less likely that the company would sell its Optane products at this time.

Intel CEO Change:  Implications for Company's Memory Products

Semiconductors, Memory and SSDs Specialist, Objective Analysis

Jim Handy

Semiconductors, Memory and SSDs Specialist

Objective Analysis

Objective Analysis offers third-party independent market research and data for the semiconductor industry and investors in the semiconductor industry.

Semiconductors, Memory and SSDs

Intel announced on January 13, 2021, that its CEO Bob Swan would step down to be replaced by departed Intel veteran Pat Gelsinger.  This Smartkarma Insight focuses on the work that Gelsinger must do to win back the company's diminishing prominence in the processor market that it created.

Intel announced on January 13, 2021, that its CEO Bob Swan would step down to be replaced by departed Intel veteran Pat Gelsinger.  This Smartkarma Insight focuses on the work that Gelsinger must do to win back the company's diminishing prominence in the processor market that it created.

Intel CEO Change Brings Focus Back to Technology

Semiconductor & Technology Specialist, Ingenuity

William Keating

Semiconductor & Technology Specialist

Ingenuity

Our focus is exclusively on in-depth research & consulting in the broader semiconductor industry. We focus on the key players, namely Intel, Micron, Qualcomm, Apple, Samsung, NVIDIA, AMD, TSMC & Global Foundries - as well as some of the lesser known, but nonetheless critical, companies such as ASML (for EUV), Mellanox, Cavium, Xilinx etc. We specialise in their products, roadmaps, process technologies, competitive advantages & threats etc. We also help our clients understand the implications of new and emerging technologies, e.g. 3D X-Point, 3D NAND, Carbon Nanotubes, Autonomous Driving, Graphene, Silicon Photonics, Wafer-Level Optics, Artificial Intelligence, FPGA, GPU, ASIC etc. 

Semiconductor Analysis & Research

Things took a dramatic turn for the worse at <a href="https://www.smartkarma.com/entities/intel-corp" target="_blank" data-smartkarma-citation="entities:16764:1" rel="noopener">Intel</a> last week with the publication of a letter from activist hedge fund Third Point to Intel's board chairman, Dr Omar Ishrak. Having taken a significant stake in the company, Third Point is now setting out to drive sweeping changes at Intel. What are the implications for Intel and how is the company likely to respond to this challenge? Here's our thoughts on the matter.

Things took a dramatic turn for the worse at Intel last week with the publication of a letter from activist hedge fund Third Point to Intel's board chairman, Dr Omar Ishrak. Having taken a significant stake in the company, Third Point is now setting out to drive sweeping changes at Intel. What are the implications for Intel and how is the company likely to respond to this challenge? Here's our thoughts on the matter.

Intel Beware ! The Vultures Are Circling.

Thematic (Sector/Industry)

The Semiconductor Industry Association released world semiconductor revenues for November.  The trend is still positive with year-to-date revenues 5.9% above those of 2019.  This helps underscore the improved guidance chip makers are providing.

The Semiconductor Industry Association released world semiconductor revenues for November.  The trend is still positive with year-to-date revenues 5.9% above those of 2019.  This helps underscore the improved guidance chip makers are providing.

November Semiconductor Sales Continue Upward Trend

Solid state storage is now primary storage in many applications, driven by the wide-spread use of NAND flash.  NVMe is now the dominant SSD interface, enabling new network and storage architectures.  MRAM and 3D XPoint memory are appearing in many storage/memory products and the slow-down in NOR, SRAM and DRAM scaling are opening opportunities for RRAM and FRAM memories as well.  All these memory technologies are enabling established and startup companies.

Solid state storage is now primary storage in many applications, driven by the wide-spread use of NAND flash.  NVMe is now the dominant SSD interface, enabling new network and storage architectures.  MRAM and 3D XPoint memory are appearing in many storage/memory products and the slow-down in NOR, SRAM and DRAM scaling are opening opportunities for RRAM and FRAM memories as well.  All these memory technologies are enabling established and startup companies.

Solid State Storage and Memory in 2021:  New Opportunities for Leaders and Startups

United 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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Intel Corp (INTC US)

Intel CEO Change: Implications for Company's Memory Products

Intel's change in CEOs will likely result in changes in the company, such as selling off unprofitable acquisitions. How will this impact the...

Thomas Coughlin

Intel CEO Change Brings Focus Back to Technology

Intel is changing its CEO. Does incoming CEO Pat Gelsinger have what is needed for the company to regain its position? What steps must he take? ...

Jim Handy

Intel Beware ! The Vultures Are Circling.

Intel has been targeted by activist hedge fund Third Point. Do the charges they lay against Intel have merit and if so, how serious are they?

William Keating

November Semiconductor Sales Continue Upward Trend

The just-released November chip sales figures showed surprising strength. This Smartkarma Insight explains why the chip market is burgeoning while...

Jim Handy

Solid State Storage and Memory in 2021: New Opportunities for Leaders and Startups

Solid State Storage/Memory enables new applications in 2021, fueling storage systems and embedded device established and startup companies.

Thomas Coughlin

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