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Enough with the foot-dragging, mobile processor'n'modem giant rails in patent feudQualcomm, as part of its patent battle against Apple, claims Intel went back on its word by failing to produce technical documents and code covering how its latest radio frequency components are being used in Apple's 2018 iPhones. So the San Diego, California-based chip designer filed a motion in its home state to force Intel to hand over what it has supposedly agreed to provide: blueprints detailing Intel's cellular modems used in Apple's latest smartphones. "After several meet-and-confers and exchanges of written correspondence, on May 18, Intel appeared willing to cooperate, offering a 'limited supplemental production of technical materials relating to relevant components designed for 2018 iPhone models' in exchange for Qualcomm's agreement that the limited production would satisfy certain requests in the document subpoena," the US federal court filing states. Qualcomm said it agreed to limit the scope of its document demands in return for a speedy and mutually agreeable resolution. "But Intel went back on its word," the motion states. "Intel failed to produce the material and still has not produced the material two months later." The aggrieved chip biz also complains that Intel refuses to comply with a subpoena seeking deposition testimony about Chipzilla's current RF hardware. Video testimonyIntel's justification for this, as told in Qualcomm's filing, is that the demand is overly burdensome, in part because some of the people Qualcomm wants to depose reside abroad. Qualcomm countered that testimony could be obtained from afar through the miracle of videoconferencing. Some background: Apple has been using a mix of Qualcomm and Intel baseband chipsets in its recent iPhones, without any differentiation that would be evident to fans other than Qualcomm-powered handhelds performing better than those with Chipzilla's modems. In January 2017, Apple sued Qualcomm for $1bn, claiming the Snapdragon chip giant had been overcharging to license its tech patents. The lawsuit came just after the US Federal Trade Commission sued Qualcomm for alleged anticompetitive business practices. In July 2017, Qualcomm retaliated with a patent claim against Apple in the US and related lawsuits in China, Germany, and the UK. It also asked America's International Trade Commission (ITC) to block the sale of Apple's iPhone, a request Intel objected to in a letter to the ITC in July 2017. Qualcomm then filed a breach of contract complaint against Apple in November that year. Then, in January 2018, the EU stepped in to fine Qualcomm $1.2bn (€997m) for antitrust violations linked to its technology licensing arrangement with Apple. None of the parties involved in this legal brawl appear to be inclined to cooperate with demands made by the opposition. In December, the judge hearing the FTC case against Qualcomm imposed a penalty of $25,000 per day on Apple for dragging its feet and not producing requested documents. Millions of documentsApple managed to argue its way out of the fine: in February 2018, Judge Lucy Koh, of the US federal district court in northern California, lifted the penalty imposed by Magistrate Judge Nathanael Cousins, who is hearing the FTC case. But to hear Qualcomm tell it, Apple nonetheless has withheld millions of documents it should have produced. The Southern California-based chip architects claim much the same thing about Intel in their latest legal salvo – a motion to compel Intel to turn over supposedly promised documents filed on Friday and entered into the court record on Tuesday. Qualcomm said it has an agreement with Intel to use documents turned over as part of its ITC complaint against Apple in its patent lawsuit against Apple. Intel offered some documents but no material related to Apple's 2018 mobile products – such as the sixth-generation iPad released in March. Apple is expected to unveil new iPhone models later this year. On Qualcomm's earnings call earlier this month, chief financial officer George Davis said the company expected Apple's forthcoming phones would use just Intel cellular modems. Qualcomm argued Intel should cooperate because there's nothing about Intel's 2018 RF components – the SMARTi7 RF transceiver and the XMM 7560 baseband processor – that remains undisclosed to the public. Even so, Intel may be hoping to delay document production until September, when the new iPhones debut, as a way to curry favor with Apple. Intel did not immediately respond to a request for comment. ® PS: Speaking of legal wars, Tesla has been countersued by the whistleblower it accused of sabotage. Martin Tripp is suing for defamation after Tesla allegedly told journalists he had threatened to carry out a mass shooting. Sponsored: Following Bottomline’s journey to the Hybrid Cloud
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Intel Corp. (INTC) was reviewed in the beginning part of June where we cautioned that, "With price momentum slowing and the daily and weekly OBV lines diverging, traders and investors should be cautious with positions." Looking over an updated chart this morning (see below) I can see that INTC has indeed weakened from mid-June to now. Is the decline mature or could there be more risk ahead? Let's dive into the charts again. (For more on INTC, see Risk and Uncertainty: Cramer's 'Mad Money' Recap.) In this updated daily bar chart of INTC, below, we can see a number of bearish signals on INTC. In June prices closed below the 50-day simple moving average line and rallies to the underside of the line failed. The slope of the 50-day line turned negative by the end of the month. Last week another rally to the 50-day line failed and prices gapped sharply lower on heavy turnover. Prices have been trading below the rising 200-day moving average line. The $46-$42 area from November to early February might act as support but we will have to wait to see if buyers show up. The daily On-Balance-Volume (OBV) line has been weakening since late May and tells us that sellers of INTC have been more aggressive with heavier volume being traded on days when the stock has closed lower. The Moving Average Convergence Divergence (MACD) oscillator is pointed down in a bearish mode below the zero line. ![]() In this weekly bar chart of INTC, below, we can see that prices are below the rising 40-week moving average line. The weekly OBV line has been stalled for months and looks like it has weakened the past two months. The weekly MACD oscillator is pointed down in a take profits sell mode. ![]() In this Point and Figure chart of INTC, below, we can see a possible downside price target of $41.00. Bottom line: I don't know if INTC will decline to the Point and Figure target of $41, but we have enough bearish clues on the charts to say that traders should avoid the long side of INTC for now. Read More It's Still Too Risky to Approach Intel From the Long Side : https://ift.tt/2LRsL1OA couple of days ago we revealed that ASUS had published a list of its upcoming motherboards on the currently unofficially announced Z390 chipset. While we know a little bit about what can be expected from the upcoming Intel 300-series platform, newly revealed slides from two sources give a broader insight into the new Z390 chipset. Along with the info, timing for the new chipset was set during Q3/Q4.
With a lot of speculation surrounding Z390 and if it's a rebranded Z370 chipset, on the majority, it would seem that way. Some of the key differences include up to six USB 3.1 Gen2 ports natively supported through the chipset, which on both the current Z370 and previous Z270 chipsets was non-existent. Another fundamental addition is Wi-Fi support with the Z390 featuring integrated 802.11ac Wi-Fi via Intel's new connectivity built-in. Speaking with vendors during previous chipset launches, this Wi-Fi addition still adds another $10-$15 to the final cost of the board. Another thing we now know is that the Z390 will feature a new Intel Management Engine Firmware revision with little known about what's going to be different over the previous ME 11 revision. The Z390 chipset is starting to take shape as what would have been ideal for Z370, showing Z390 as a more mainstream high-end platform. The same set of leaks also show Intel's Coffee Lake Refresh processors are also set to debut in Q1 2019. All of Intel's planned desktop processors and refresh models will all be based on the 14nm process, with mass production of Intel's 10nm chips not expected until later in 2019. For a more detailed look at what's expected with the new Intel Z390 chipset, click here. Related ReadingIntel’s results for Q2 exceeded most expectations. After reporting that revenues grew 15% and earnings-per-share were up 52%, investors would normally expect the stock to go up. Instead, Intel is trading down about 8% at $48. Although Intel looks like a value investor’s dream, Intel's current plan cedes an important advantage to AMD for at least six months. That is not a great plan. ![]() (AP Photo/Christophe Ena) There Is A Lot To Like About Intel Trading at a price-to-earnings ratio of 12, and with solid growth in revenues and earnings, there is a lot to like about Intel. The Company absolutely dominates the market for CPUs with 90%+ market share against its only real competitor Advanced Micro Devices. Graham and Dodd Value investors love this stock. But so do those who are willing to pay a higher premium for growth stocks. It's a rare stock that both Value and Growth investors can agree on. What's not to like? The problem is not on the financial statements. That's why investors who research stocks by using databases like FactSet or Morningstar to screen for stocks with favorable valuation characteristics will not find much to worry about, yet. The problem is that Intel has delayed its 10nm products until December 2019. Intel was supposed to be delivering 10 nm products at scale in mid 2015. If they finally arrive in December 2019 they will be over 4 years late — an eternity in terms of semiconductor product life cycles. Since 2015, Intel has improved its 14 nm production process enough that its current products are considered competitive with AMD processors produced on 12 nm production lines. But AMD is already sampling parts made on a 7 nm production line and expects to launch these products by mid 2019. The big thing to worry about is whether Intel’s 14 nm technology can make CPUs that are competitive with AMD’s 7 nm products? Intel has not addressed this question, but I am afraid the answer is no. This means that Intel may be at a competitive disadvantage to AMD starting with AMD's launch of 7 nm CPUs and ending when Intel's 10 nm CPUs are launched in late December 2019. If Intel's 10 nm products are delayed again, AMD's advantage could last a while longer. If this is the plan, it is easy to see how Intel's revenue and earnings growth could suffer in the 2nd half of 2019. A Second Problem Bob Swan, Intel’s Interim CEO, will most likely not be the CEO when the 10 nm products are supposed to be launched. Whenever a new CEO takes over, there is a tendency to clear the decks by writing off everything possible and resetting expectations so the new CEO has the best chance possible of exceeding expectations. The Best Case Scenario I would like to see Intel name a permanent CEO who then writes off all the expenses related to the 10 nm production line that have not panned out. The first conference call with the new CEO will be a turning point. If its obvious that Intel's 10 nm products cannot be launched by December 2019, I would hope that the new CEO would consider outsourcing to TSMC's 7 nm production line rather than extend the length of time they are at a competitive disadvantage. Everyone wants to buy low and sell high. But when stocks are cheap, there is usually something to be afraid of. There is a real threat to Intel, and they don't have a permanent CEO at the helm. I want to know what the company is going to do to materially increase its stock price, before I make an investment. Based on the Q2 conference call, I don't have confidence that Intel's long-delayed 10 nm products will launch in December 2019. Hold off buying Intel until a new CEO is named who will tell us how they are going to keep Intel's period of competitive disadvantage as short as possible. Tony Mitchell has consistently judged the news about Intel and AMD better than everyone else. If you would like to know when he updates his views, click here. If you would like to be notified when I write about stocks you are following, click here. Read More Hold Off Buying Intel Until They Have A Better Plan : https://ift.tt/2KfmbgHFuture Intel processor lineups have included almost a half dozen rumored codenames, but at long last we could finally have the details pinned down thanks to a leaked Intel roadmap. Xfastest posted slides of what it claims to be an official Intel roadmap outlining the processor release schedule for the coming year. Going by the schedule, and disappointingly, we shouldn’t expect 9th generation Intel processors until the first few months of 2019. The Intel roadmap lists that the Core i9-9900K, Core i7-9700K and Core i5-9600K will all release in the first quarter of 2019. The slides also confirm that 9th-generation Coffee Lake Refresh processors will be compatible with Intel 300-series chipsets, so you’ll supposedly be able to plug any of these next-gen CPUs into something as lowly as a H310 motherboard.
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Just around the bendWhat will be releasing within the year are Intel’s next high-end desktop processors, if this purportedly official roadmap is to be believed. Interestingly, the slides refer to Intel’s new HEDT family as Basin Falls Refresh, rather than Skylake-X Refresh or Cascade Lake-X as has previously been rumored. The roadmap barely reveals any details, but we do see Basin Falls Refresh dominating Intel's entire release schedule from later this year to mid-2019. It also appears as if Basin Falls Refresh will replace every Core X and Extreme processor from the Core i5-7640X to the defunct Kaby Lake-X family to Intel’s highest-end consumer CPU, the Core i9-7980XE. While these slides look more authentic than previous rumors, there’s no way to confirm their validity. There’s also no date attached, so even if they are genuine, the information contained within could be outdated. Previously we heard that Intel may even announce Coffee Lake Refresh processors tomorrow (August 1), although this seems unlikely at this point. Via Segment Next Read More Intel roadmap points to the Core i9-9900K releasing in early 2019 : https://ift.tt/2n0tWOx![]() Whether it’s going to keep the MacBook Air moniker or amalgamate into the MacBook 12-inch line, rumors are mounting for a 2018 refresh of an affordable, lightweight notebook from Apple. The MacBook Air’s current model is sports a relatively archaic 5th-generation Intel processor, but reports from Taiwanese publication Economic Daily News, suggest that a new model is due later in 2018 and will use 8th-generation Kaby Lake Refresh processors. These i5 and i7 quad-core CPUs were released late in 2017 and have base clock speeds ranging from 1.6GHz to 1.9GHz, with Turbo Boost speeds between 3.4GHz and 4.2GHz. This is obviously faster than the chipsets from 2015, but is it enough of an upgrade? About timingAccording to Economic Daily News, Apple isn’t keen on waiting until 2019 for Intel’s Cannon Lake chips (which use a 10nm process rather 14nm, greatly improving power, performance, and heat efficiency). Apparently, Apple isn’t even willing to wait for Intel’s Whiskey Lake processors either, which should be replacing the Kaby Lake Refresh line in the coming months, pointing to an impending release date for the MacBook Air successor. If this rumor is true, then the news is bittersweet – we will be seeing a MacBook Air launch sooner rather than later, but it’ll sport the previous generation of CPU. About timeThe MacBook Air was one of the Apple’s most popular releases, but the most recent model is three years old at this point, and it hasn’t had a design refresh since 2010, so the growing rumors for a 2018 model would certainly be timely if true. Instead, the 12-inch notebook that Apple just calls the MacBook started to take over this space from 2015 onwards, sharing many of the same design principles by offering a more affordable and lightweight alternative to the powerful MacBook Pro, albeit with weaker specs to start with. As such, there’s still discussion as to whether or not the MacBook will well-and-truly replace the MacBook Air line, but no matter what form Apple’s latest affordable entry will take, we’re likely to hear more about it soon. Read More Apple rumored to launch 2018 MacBook Air with 8th-gen Intel processor : https://ift.tt/2M53T3F
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![]() Last week, we covered rumors that the upcoming Intel Core i7-9700K won’t use Hyper-Threading and will instead switch to offering eight full cores without HT, with a new Core i9-9900K dropping in to replace the Core i7 at the very top of Intel’s mainstream desktop market. Now, leaked results from 3DMark in Time Spy put Intel well ahead of either AMD’s Ryzen 7 2700X As TechSpot notes, the 2700X’s hits 9387 when overclocked to 5GHz, while the 8700K tops out at 8935. 3DMark isn’t normally an application we’d turn to for CPU performance figures, but Time Spy is clearly more responsive to improved CPU performance than conventional tests like Fire Strike. Intel is also expected to pair this chip with the new Z390 chipset, which will improve on the Z370 in two respects: The Z390 adds support for six USB 3.1 Gen 2 ports, and it adds an integrated 802.11ac Wi-Fi modem. Previously, high-end boards from companies like Asus that offered this kind of support were using third-party products to do it or integrating a separate Intel Wi-Fi module onboard. There are a few takeaways here. First, it’s not surprising that Intel’s Core i9-9900K would outperform the Ryzen 7 2700X — in fact, it’s expected. Intel has labs of equipment dedicated to this kind of testing and they aren’t going to launch a $500 chip — if that’s what the Core i9-9900K costs — if they can’t back up the performance of it at some level. The question is, will AMD respond with a new top-end processor of some sort, or will they hold their own response until Ryzen 2 debuts on 7nm? Intel does, after all, still have a card it could play in all this. With Coffee Lake, Intel chose to bump core counts across its entire mainstream product lineup. While it seems unlikely, Intel could theoretically bump the i3 and i5 families by adding HT to both. Whether the company would practically take this step is an open question; such a move would put the Core i3 on par with a Kaby Lake-era Core i7. Intel could compensate for the shift by dropping clock speeds to create space between product SKUs going forward. But for now, this seems like a premature move for Intel to make. Our guess is that the new 9th Generation CPUs will keep the existing Core i3 / i5 stack and adopt a new strategy for the Core i7 and Core i9. That way, if AMD’s Ryzen 2 is a major leap forward, Intel can still respond by pushing core counts higher on the i3 and i5 families at a later date. It’s not just a question of when Intel’s 10nm will be ready. While that topic has dominated the discussion in recent months, some of you may recall that Intel originally planned to keep using 14nm chips on the desktop until 10nm+ was ready for prime time. We don’t know how the 10nm delay will impact that timeline or how Intel will upgrade future product families. It may also depend on whether AMD is willing to push core counts even higher at that $500 price point to compete. Enthusiasts, rejoice! The CPU market looks likely to stay fairly interesting through the back half of 2019, at least. Now read: PCMag’s Best Gaming CPUs of 2018 [unable to retrieve full-text content] A new benchmark listing on the 3DMark website may be the first performance rating of Intel’s upcoming ninth-generation flagship CPU, the Core i9-9900K. Although far from confirmed by anyone in an official capacity and listed on the 3Dmark site as a “Genuine Intel CPU 0000” the eight-core, 16- thread CPU was able to deliver a result that was noticeably quicker than its last-generation predecessors and AMD’s Ryzen 2700X. Months on from AMD’s release of second-generation Ryzen CPUs that continue to put pressure on Intel in most mainstream applications, anticipation is high for what Intel may be capable of with its ninth-generation CPUs. While not initially expected to offer a significant performance increase over the eighth -generation, the Core i9 CPUs in the range could be rather impressive if early results are anything to go by. Paired up with an Nvidia GTX 1080 Ti and 16GB of DDR4 memory, the possible engineering sample 9900K achieved an overall score of 9,862 in the 3Dmark Time Spy benchmark. Its CPU score of 10,719 was even more impressive. As WCCFtech points out, this is 1,500 points higher than AMD’s Ryzen 2700X and 2,500 more than Intel’s own Core i7-8700K. The newer Intel chip is said to hit a maximum turbo frequency of 5.0Ghz in the 3Dmark test which is 300 MHz faster than the 8700K is capable of when using a single core. When it spreads the load out, the Core i9 CPU features two more cores and four more threads than its eighth-generation counterpart. When compared with the Ryzen CPU, it’s 700MHz faster, though has the same number of cores and threads. What should have Intel fans even more excited is that the Core i9-9900K could be even faster when it’s released. Its listed stock clock in the 3Dmark results was just 3.1GHz, while all reports so far point to the 9900K having a base clock of 3.6GHz. With a soldered core too, the cooling, and therefore overclocking potential, are far greater with the top ninth-generation Intel CPU than most new chip releases. We’ve already seen what specialized binning can do to Intel’s best CPUs, so if buyers of Intel’s upcoming 9900K get lucky, they might be able to make 5GHz across all cores a reality. Intel’s ninth-generation CPUs are expected to debut before the end of the year. Editors' Recommendations![]() If you’re curious about how well Intel’s upcoming Core i9-9900K flagship 9th-generation processor will perform, then a new leaked benchmark will definitely be of interest, as it shows a very nippy CPU indeed. Bearing in mind the usual caveat of this potentially being fake – which is always a possibility with these sort of pre-launch rumors – the result from 3DMark (as highlighted by TUM APISAK) shows the Core i9-9900K hitting an overall score of 9,862 in the Time Spy benchmark. The chip recorded a graphics score of 9,725 and a CPU score of 10,719. For the benchmark, the processor was nestled in an Asus Z370-F Strix Gaming motherboard – which incidentally confirms backwards compatibility with existing Z370 boards, as previously speculated – and paired with a Gigabyte GeForce GTX 1080 Ti graphics card. The result represents an impressive turn of speed, and as Wccftech.com, which spotted this leak, points out, it beats out AMD’s Ryzen 7 2700X by more than 1,500 points. This leak also confirms the spec – to a large degree – and like the Ryzen 7 2700X, Intel’s flagship is an eight-core (16-thread) processor. It also suggests that the Core i9-9900K is capable of boosting to 5GHz out of the box, although apparently that will only be across two cores (4.7GHz will supposedly be the maximum boost across all cores by default). Engineering sampleWhat’s different with this leak is the base clock isn’t 3.6GHz as previously rumored, but 3.1GHz. That could throw some doubt on the validity of the benchmark for some folks, but as this early leak is likely from an engineering sample of the CPU, it’s not really surprising to see such a relatively low figure for the base clock. What it also underlines is that the final production chip will be even faster when it comes to benchmarking. Exciting stuff, particularly when you consider all this comes in a package with an alleged TDP of 95W (again beating out the Ryzen 7 2700X, which weighs in at 105W). If all this speculation pans out, that is. We’re keeping our fingers firmly crossed. Read More Intel Core i9-9900K leaked benchmark leaves AMD Ryzen 7 2700X in the dust : https://ift.tt/2NW6ehX |
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