Semiconductor & Technology Specialist, Ingenuity

William Keating

Semiconductor & Technology Specialist

Thematic (Sector/Industry)

<ul>
<li>March revenue numbers from the Taiwan semi ecosystem are surprisingly good.</li>
<li>The sequential decline in Q1 2023 PC unit shipments was at the low end of the predicted range</li>
<li>Quanta, a leading ODM Direct Server manufacturer,  had an unexpectedly strong first quarter. </li>
</ul>


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 of the predicted range
Quanta, a leading ODM Direct Server manufacturer,  had an unexpectedly strong first quarter. 


Semiconductors: More Green Shoots Of Recovery Keep On Popping Up

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

<ul>
<li>Semiconductor revenues remain in a decline, although that decline has slowed.</li>
<li>Prices appear to have reached cost.  They should follow cost declines until a shortage returns.</li>
<li>The timing of the next shortage is still in question.</li>
</ul>


Semiconductor revenues remain in a decline, although that decline has slowed.
Prices appear to have reached cost.  They should follow cost declines until a shortage returns.
The timing of the next shortage is still in question.


<ul>
<li>Intel recently hosted a webinar on the company’s Data Center &amp; AI group strategy</li>
<li>Intel has the broadest range of compute processor types on the market including CPU, GPU, FPGA, ASIC etc, but has lost its competitive edge to AMD on the server side</li>
<li>Regaining server leadership will require home runs on both Granite Rapids and Intel 3 in 2025</li>
</ul>


Intel recently hosted a webinar on the company’s Data Center &amp; AI group strategy
Intel has the broadest range of compute processor types on the market including CPU, GPU, FPGA, ASIC etc, but has lost its competitive edge to AMD on the server side
Regaining server leadership will require home runs on both Granite Rapids and Intel 3 in 2025


Intel's Data Center & AI Investor Webinar Key Takeaways

<ul>
<li>The current semiconductor downturn is largely attributable to the reversion of PC and Smartphone unit shipments to their pre-pandemic norms</li>
<li>There are good reasons to believe that the trough for PC unit shipments will be Q1 2023. </li>
<li>Server shipments will decline sequentially in H1 and this may further prolong the impact on memory players, Intel and to a lesser extent, AMD &amp; NVIDIA</li>
</ul>


The current semiconductor downturn is largely attributable to the reversion of PC and Smartphone unit shipments to their pre-pandemic norms
There are good reasons to believe that the trough for PC unit shipments will be Q1 2023. 
Server shipments will decline sequentially in H1 and this may further prolong the impact on memory players, Intel and to a lesser extent, AMD &amp; NVIDIA


<ul>
<li>While his hiring back in 2017 was heralded with a corporate press release, his abrupt departure yesterday was communicated via a rather succinct tweet from the CEO. </li>
<li>Intel's GPU/DPU data center roadmap was already "simplified" in back in January. Will what remains survive the ongoing cuts across the company?</li>
<li>Should Intel still really be trying to break into the gaming PC market? How is that strategically important? </li>
</ul>


While his hiring back in 2017 was heralded with a corporate press release, his abrupt departure yesterday was communicated via a rather succinct tweet from the CEO. 
Intel's GPU/DPU data center roadmap was already "simplified" in back in January. Will what remains survive the ongoing cuts across the company?
Should Intel still really be trying to break into the gaming PC market? How is that strategically important? 


United States

Advanced Micro Devices, Inc. (AMD) produces semiconductor products and devices. The Company offers products such as microprocessors, embedded microprocessors, chipsets, graphics, video and multimedia products and supplies it to third-party foundries, as well as provides assembling, testing, and packaging services. AMD serves customers worldwide.

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Advanced Micro Devices (AMD US)

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...

William Keating

No Signs of a Chip Recovery

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Jim Handy

Intel's Data Center & AI Investor Webinar Key Takeaways

Intel has lost its competitive edge to AMD on the server side. Regaining that leadership will require home runs on both Granite Rapids and Intel 3...

William Keating

Anatomy Of A Semiconductor Downturn

The current semiconductor downturn is largely attributable to the reversion of PC and Smartphone unit shipments to their pre-pandemic norms. We...

William Keating

Intel's GPU Guru Departs. Very Abruptly.

Intel's GPU/DPU data center roadmap was already "simplified" in back in January. Will what remains survive the ongoing cuts across the company?

William Keating

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