➀ AMD's desktop CPU market share increased by 5.7% in the third quarter of 2024, nearly doubling its year-over-year growth; ➁ The Ryzen 7 9800X3D processor, with AMD's second-generation 3D V-Cache, is a hit in the market; ➂ Intel's share decreased to 71.3% from 80.8% a year ago, but may increase as inventory correction subsides.
Recent #Intel news in the semiconductor industry
➀ Intel has delayed the construction of its Magdeburg fab project to 2029-2030; ➁ The delay has sparked a debate about the return of subsidies; ➂ Concerns have been raised in Germany regarding the impact of the delay.
➀ Intel is reintroducing free coffee and tea for employees to boost morale despite ongoing financial difficulties; ➁ The company has faced significant financial challenges, including a $16.6 billion loss in Q3 2024; ➂ Intel has recently laid off thousands of employees and implemented cost-cutting measures.
➀ Intel engineers are planning to implement a Linux patch that flags systems with outdated microcode as vulnerable; ➁ This comes after the recent Intel 13th and 14th Generation CPU degradation issues; ➂ The patch aims to inform users clearly about potential system vulnerabilities due to old microcode.
➀ AMD's desktop PC market share surges with Intel's Raptor Lake scandal; ➁ AMD's revenue share jumps 8.5 percentage points; ➂ AMD's share of the server market increases to 24.2%.
➀ Intel is expected to provide updates on its Arc Battlemage desktop GPU architecture soon; ➁ The update may come as early as December; ➂ Intel's approach to the Battlemage has been secretive, with limited leaks and information.
➀ President Trump's victory could be bad for Intel's turnaround if the Chips Act is repealed; ➁ Trump's criticism of the chip deal and his support for tariffs as an alternative; ➃ The potential repeal of the Chips Act by House Speaker Mike Johnson; ➄ The importance of a domestic US source for leading-edge chips and Intel's role in this; ➅ The two courses of action for the Americans: granting Intel full funding or using military influence.
➀ Intel's decision to integrate DRAM into the CPU packaging for Lunar Lake (LNL) was driven by competition with Apple Silicon and a response to Microsoft's Surface adopting ARM processors.
➁ Three key decisions were made for LNL: integrating DRAM, specifying exclusive component suppliers, and increasing NPU computing power to 48 TOPS.
➂ The failure of LNL was attributed to the low willingness of brands and manufacturers to adopt the parts due to reduced flexibility, Intel's lower bargaining power with DRAM suppliers, and the immature AI PC market.
➀ Intel plans to cut several hundred jobs at its Israeli R&D centers; ➁ The layoffs are part of Intel's cost-cutting efforts; ➂ Employees are leaving for Nvidia and other tech companies.
➀ Intel's CEO Pat Gelsinger discusses the company's plans for the consumer market in the next few years, including updates on the packaging designs for Panther Lake and Nova Lake CPUs; ➁ Intel plans to move away from the current packaging design used in Lunar Lake, which includes integrated memory options, and will focus on a more scalable solution for AI-driven PC applications; ➂ Intel aims to reduce product outsourcing for Panther Lake, with approximately 70% of the CPU die produced in-house.
➀ Apple's new M4 Max processor outperforms Intel's Core Ultra 9 285K and AMD's Ryzen 9 9950X in Geekbench 6 single-core benchmarks; ➁ In multi-core tests, the M4 Pro surpasses the Ryzen 9 but falls slightly behind the Core Ultra 9; ➂ The M4 Max achieves a single-core score of 3925 in Geekbench 6, surpassing the Core Ultra 9's 3450 and Ryzen 9 9950X's 3359.
➀ Nvidia's AI leadership leads to its inclusion in the Dow Jones Industrial Average, replacing Intel; ➁ Intel's financial struggles result in a massive stock price drop and layoffs; ➂ Nvidia's stock surge is attributed to the AI boom, making it the second most valuable company in the world.
➀ The best early Black Friday deals for PC components; ➁ Deep discounts on CPUs, GPUs, SSDs, and more; ➂ Top deals from Amazon, Newegg, and other retailers.
➀ Intel CEO Pat Gelsinger expressed optimism about the company's future after the earnings call.
➁ Intel revealed $15.9 billion in non-cash charges related to inventory write-downs and lower performance expectations.
➂ Gelsinger emphasized the importance of the CHIPS Act and criticized the delay in receiving funding.
➀ AMD claims its Ryzen AI 9 HX 375 outperforms Intel's Core Ultra 7 258V in LLM performance; ➁ Benchmarks show a lead of up to 27% in LM Studio; ➂ AMD's Strix Point APUs offer lower latency and better integrated graphics performance.
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➀ Intel reported its third-quarter earnings on October 31, posting a lackluster performance with quarterly revenue declining 6% year-over-year. ➁ The company provided upbeat guidance for the fourth quarter, indicating strong market confidence. ➂ Intel's 18A chip is expected to begin high-volume production in the second half of 2025.
➀ Despite a $16.6 billion Q3 loss, Intel's upbeat Q4 forecast reassured the market; ➁ Concerns over Intel's process technology leadership have been growing, with speculation about take-over bids, sales declines, and technical setbacks; ➂ Despite these challenges, Intel is investing heavily in advanced chip-making tools and pursuing innovations, with support from the US government.
➀ Shuttle introduces the ultra-compact XH610G2 mini-PC; ➁ The mini-PC supports dual-slot GPUs and Intel's latest CPUs; ➂ The system includes a strict TDP limit and lacks eGPU support.
➀ Imec expands its auto chiplet group; ➁ Intel announces a new head of process technology development; ➃ Raspberry Pi releases a 26Top/s AI add-on board; ➄ Spire Global and OroraTech improve wildfire detection using space-based data and analytics.