https://www.barrons.com/articles/intel-stock-chip-delay-1537909750
4 replies (most recent on top)
Intel Stock Dipped on Chip Delays and a Warning the Company Is “Standing Still”
JON SWARTZ SEPTEMBER 25, 2018
Intel Stock Dipped on Chip Delays and a Warning the Company Is “Standing Still”
Intel Stock Dipped on Chip Delays and a Warning the Company Is “Standing Still”
Intel shares closed at $45.94, down 2%.
Caso, who reduced his outlook on the semiconductor sector after visiting chip supply-chain companies in Asia for a week, pointed to Intel’s delays in moving to the smaller 10-nm chip process. Such chip-making technology allows companies to produce faster, more power-efficient chips.
In July, Intel said its 10nm chips will be released by the 2019 holiday season. Rival Advanced Micro Devices(AMD) expects its 7-nm server chip to be available sometime next year.
Caso said that “while Intel is standing still,” TSMC, which manufactures AMD chips, is not. Caso said he expects TSMC to be “firmly in the lead” by the time Intel’s chip is ready.
Intel begged to differ in a statement, saying “strong demand” for Intel products and a stronger-than-expected PC market in the first half of 2018 has “Intel on track for a third record year in a row.”
Caso also lowered his ratings on Analog Devices(ADI), Microchip Technology(MCHP), and ON Semiconductor(ON) after his Asia trip. He lowered his ratings on all three companies to Market Perform from Outperform.
Source: https://outline.com/Vc6Rsv
@zdi - I've always used the phrase 'Sad'. I'm as disappointed as anyone that words like 'sad' and 'trump' have new and different meanings now.
In the meantime, are you able to add anything relevant or remotely insightful to the thread or are you just going to call people names?
Sad.
Hey @zom - What makes you stoop to name calling out the gate? Did you read the Barron's article? Did you see the other articles published far earlier in the day? If you did, you would see that Barron's, for all its lofty financial acumen, basically re-worded the same articles with nothing new added. That was my point, and I then posted the Anandtech link myself, shortly thereafter.
Calling names just publicly underscores one's inherent weaknesses. Sad.
This is just a rehashed article from earlier in the day. Barron's doesn't add a single insight to the already-reported news. Sad.