Semiconductor & Technology Specialist, Ingenuity

William Keating

Semiconductor & Technology Specialist

Thematic (Sector/Industry)

<ul>
<li>Q1 2023 revenue of ~US$16.7 billion was at the bottom end of the guided range </li>
<li>Despite the inauspicious start, Q1 revenue still represents sequential growth of 3.6% year on year.</li>
<li>TSMC's earnings commentary on April 20 next will set the stage for how recovery looks across the broader semiconductor industry</li>
</ul>


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 sequential growth of 3.6% year on year.
TSMC's earnings commentary on April 20 next will set the stage for how recovery looks across the broader semiconductor industry


<ul>
<li>Gordon Moore, co-founder of Intel in 1968, has died at the age of 94</li>
<li>Arthur Rock raised $2.5 million to kick-start Intel in a single day. He did so without any formal business plan from the founding duo. He's still alive to this day. </li>
<li>While Noyce was charismatic and loved the limelight, Moore was the quiet revolutionary in the background who nurtured Intel to become the most important semiconductor company on the planet</li>
</ul>


Gordon Moore, co-founder of Intel in 1968, has died at the age of 94
Arthur Rock raised $2.5 million to kick-start Intel in a single day. He did so without any formal business plan from the founding duo. He's still alive to this day. 
While Noyce was charismatic and loved the limelight, Moore was the quiet revolutionary in the background who nurtured Intel to become the most important semiconductor company on the planet


<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

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.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Intel Corp (INTC US)

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...

William Keating

Intel: How It All Got Started

Arthur Rock raised $2.5 million to kick-start Intel in a single day. He did so without any formal business plan from the founding duo. He's still...

William Keating

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

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)