Semiconductor & Technology Specialist, Ingenuity

William Keating

Semiconductor & Technology Specialist

Thematic (Sector/Industry)

<ul>
<li>The role has been vacant for &gt; 3 months. Why wait till now to chose an obvious in-situ candidate?</li>
<li>Closure date for the Tower acquisition has been pushed out to H1 2023 from Q1 2023 according to an Intel filing on January 27 last</li>
<li>Intel's fortunes have changed dramatically for the worse over the past year. It's debatable whether the Tower acquisition makes sense any more. </li>
</ul>


The role has been vacant for &gt; 3 months. Why wait till now to chose an obvious in-situ candidate?
Closure date for the Tower acquisition has been pushed out to H1 2023 from Q1 2023 according to an Intel filing on January 27 last
Intel's fortunes have changed dramatically for the worse over the past year. It's debatable whether the Tower acquisition makes sense any more. 


Intel Foundry Chief Announcement Spells Trouble For The Tower Semi Acquisition

<ul>
<li>AMD Q4 2022 revenues amounted to $5.6 billion, $100 million above the midpoint of the guided range, flat sequentially but an increase of 16% YoY. </li>
<li>Intel Q4 2022 revenue amounted to $14 billion, at the very bottom of the guided range down 8% sequentially and down 28% YoY.</li>
<li>Facing the same macro headwinds, AMD significantly outperformed Intel across a wide range of key metrics in 2022</li>
</ul>


AMD Q4 2022 revenues amounted to $5.6 billion, $100 million above the midpoint of the guided range, flat sequentially but an increase of 16% YoY. 
Intel Q4 2022 revenue amounted to $14 billion, at the very bottom of the guided range down 8% sequentially and down 28% YoY.
Facing the same macro headwinds, AMD significantly outperformed Intel across a wide range of key metrics in 2022


Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

<ul>
<li>India's stock market dropped $386 billion after election results showed a narrower-than-expected lead for Modi</li>
<li>Intel's CEO introduced new AI products at Computex, challenging Nvidia's market dominance</li>
<li>Chinese companies rush to raise funds amid a stock market rebound, driven by investor optimism and future uncertainty</li>
</ul>


India's stock market dropped $386 billion after election results showed a narrower-than-expected lead for Modi
Intel's CEO introduced new AI products at Computex, challenging Nvidia's market dominance
Chinese companies rush to raise funds amid a stock market rebound, driven by investor optimism and future uncertainty


#11Business Buzz: India's Stock Market Plunge, Intel Vs. Nvidia, and China's Fundraising Frenzy

<ul>
<li>AMD's overall x86 market share has doubled in the last three years</li>
<li>AMD’s desktop market share rebounded from 13.9% in Q3 2022 to 18.6% in Q4 2022</li>
<li>AMD will likely prioritise server versus client market share in 2023 &amp; 2024, pressing home their clear leadership advantage over Intel in this segment during this timeframe</li>
</ul>


AMD's overall x86 market share has doubled in the last three years
AMD’s desktop market share rebounded from 13.9% in Q3 2022 to 18.6% in Q4 2022
AMD will likely prioritise server versus client market share in 2023 &amp; 2024, pressing home their clear leadership advantage over Intel in this segment during this timeframe


AMD. Latest Market Share Growth & Outlook

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 through January are behaving as Objective Analysis predicted in October</li>
<li>There has been a slight delay in the collapse, but overall, the collapse is very nearly following its predicted course.</li>
<li>Large memory makers will be the hardest hit, followed by processor vendors</li>
</ul>


Semiconductor revenues through January are behaving as Objective Analysis predicted in October
There has been a slight delay in the collapse, but overall, the collapse is very nearly following its predicted course.
Large memory makers will be the hardest hit, followed by processor vendors


Semiconductor Collapse Is Following Predicted Course

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)

Intel Foundry Chief Announcement Spells Trouble For The Tower Semi Acquisition

Waiting >3 months to finally fill the role with an obvious in-situ candidate strongly suggests that the original plan has fallen apart. We think...

William Keating

AMD Versus Intel. Spot The Differences?

Throughout 2022, Intel's leadership team made a series of very poor decisions which caused the company to significantly underperform across a wide...

William Keating

#11Business Buzz: India's Stock Market Plunge, Intel Vs. Nvidia, and China's Fundraising Frenzy

India's stock market falls as Modi's lead narrows, Intel challenges Nvidia with new AI products, Chinese companies raise funds amidst market...

Nimish Maheshwari

Semiconductor Collapse Is Following Predicted Course

Today's semiconductor market is closely following the forecast we shared in October. This Insight compares the forecast to actual data for the...

Jim Handy

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Intel Foundry Chief Announcement Spells Trouble For The Tower Semi Acquisition

Waiting >3 months to finally fill the role with an obvious in-situ candidate strongly suggests that the original plan has fallen apart. We think...

William Keating

AMD Versus Intel. Spot The Differences?

Throughout 2022, Intel's leadership team made a series of very poor decisions which caused the company to significantly underperform across a wide...

William Keating

#11Business Buzz: India's Stock Market Plunge, Intel Vs. Nvidia, and China's Fundraising Frenzy

​India's stock market falls as Modi's lead narrows, Intel challenges Nvidia with new AI products, Chinese companies raise funds amidst market...

Nimish Maheshwari

AMD. Latest Market Share Growth & Outlook

AMD's overall x86 market share has doubled in the last three years. We expect AMD to prioritise server versus client market share in 2023 & 2024,...

William Keating

Semiconductor Collapse Is Following Predicted Course

Today's semiconductor market is closely following the forecast we shared in October. This Insight compares the forecast to actual data for the...

Jim Handy

India's stock market falls as Modi's lead narrows, Intel challenges Nvidia with new AI products, Chinese companies raise funds amidst market...