Holy shit balls is Intel (INTC) Fucked?

[Dahobbs 17803]

26 minutes ago, Captainant said:

I've been hearing scuttlebutt that the new Intel mobile chips will have "ARM-like efficiency" so maybe their big bet on their own fabs will pay off yet

See the article I posted earlier on Intel's presentation of Lunar Lake. If there claims are accurate, it appears they are targeting Apple M3 in terms of performance efficiency, at least at the operating range for the thin and light devices these chips would be used in. It also appears to be a really big jump in GPU performance, allegedly surpassing AMD's latest and greatest integrated efforts.  

Edited September 4 by Dahobbs

[immamac 43554]

The compute tiles are TSMC not intel. 

[Dahobbs 17803]

9 minutes ago, immamac said:

The compute tiles are TSMC not intel. 

Yeah, I mentioned that earlier. I see that is something that has been known for a couple of months, but I missed it when it came out. 

[52-80 19277]

Rumors of Intel getting kicked out of the DJIA.  That would hurt it even further due to outflows from index and fund investing. It and Boeing are the 2 absolute dogs on the list in terms of financial performance but also stock and consumer sentiment.

[hornbri 1464]

Stock up 7% on news of a deal with Amazon. 

https://abcnews.go.com/Business/wireStory/intel-stock-surges-plans-make-ai-chips-amazon-113751080

 

[immamac 43554]

Just now, hornbri said:

Stock up 7% on news of a deal with Amazon. 

https://abcnews.go.com/Business/wireStory/intel-stock-surges-plans-make-ai-chips-amazon-113751080

 

Among other things. They are splitting the fab and allowing outside investment in the spinco. 

[Dahobbs 17803]

1 hour ago, immamac said:

Among other things. They are splitting the fab and allowing outside investment in the spinco. 

Yeah, a subsidiary that can take in additional investors makes a lot more sense than the rumor of them selling off the fabs entirely. Intel retains control (presumably wouldn't let ownership get deluded below that point), but can bring in fresh investors more easily. It would also allow a separate leadership team to be more laser focused on the foundry business. 

[Wiler77 1584]

https://seekingalpha.com/article/4722537-intel-not-worth-the-90-billion-price-tag-for-qualcomm

Thought this was an interesting article on establishing a valuation for a potential merger with Qualcomm. I don't think there's a chance in he'll of that happening, but interesting nonetheless.

[elfenix 34385]

heard the qualcomm news on marketplace this afternoon and literally said 'wut' out loud.