![]() Intel Xe GPU Concept.Cristiano Siqueira Hard details regarding Intel’s upcoming discrete GPUs – currently slated to arrive sometime in 2020 -- are still in scant supply. We were lucky enough to land an exclusive interview with Intel executives a few weeks back at HotHardware and got a number of questions answered related to the company’s plans and go-to-market strategy. A short time after Intel held an “ask you anything” on Reddit and probed the community for input. And some additional information was revealed at Intel’s Architecture Day a little while after that. After all of that, there still wasn’t much meat to chew on; it is still too early for Intel to reveal any speeds and feeds or finalized GPU designs, after all. A Computer and Electrical Engineering student and fan of Intel’s from Brazil, Cristiano Siqueira, however, may have saved the company’s industrial design team some work. Cristiano recently released a handful of renders of an Intel Xe-branded graphics card that jibe perfectly with Intel’s current add-in card designs. Intel Xe GPU Concept Back Plate.Cristiano Siqueira Intel’s current flagship Optane 905P PCI Express solid state drive is outfitted with an angular, black heatsinks / heat-plate assembly, with angled cut-outs and accent lighting. Cristiano’s concept artwork borrows the same design cues, but scales them up to a full-length, double-wide graphics card, with active cooling, and a stylized back-plate emblazoned with Intel Xe branding. When the artwork first hit Twitter, Intel’s graphics team immediately engaged with Cristiano and inquired about his overall vision for the design. Over the course of a few days, Cristiano scaled things up even further and released additional artwork including a full system outfitted with custom cooling and a multi-GPU Intel Xe graphics card setup. Intel Xe Multi-GPU System Concept.Cristiano Siqueira Save for the occasional arm-chair heatsink design engineers that have somehow ascertained that a conceptual GPU cooler would perform poorly, the vast majority of the feedback on the artwork has been overwhelmingly positive. There’s no guarantee Intel will leverage any part of Cristiano’s work, but considering how engaged the company has been with the community over the last few weeks and its positive response to the artwork, there’s probably a marketing opportunity there that could benefit all parties involved.
0 Comments
[unable to retrieve full-text content] Intel: The 15 Plus Year Breakout - Part 3 Seeking AlphaUpdate to Intel Breakout Series. See how price, operations, and valuation come together to tell similar stories. A look at where a re-entry would be most opport. Read More Intel: The 15 Plus Year Breakout - Part 3 - Seeking Alpha : http://bit.ly/2R5fyG3This story was delivered to Business Insider Intelligence Transportation & Logistics Briefing subscribers hours before it appeared on Business Insider. To be the first to know, please click here. Visibility has been a significant pain point for a large portion of firms that work along the supply chain. In fact, 65% of procurement executives lack visibility past their direct suppliers, according to Deloitte. ![]() Without the ability to track shipments throughout their journey, it becomes difficult for companies to determine a product's origin, authenticity, or condition. However, given the importance of this capability, a number of firms are working on solutions to solve visibility issues. This includes biopharma manufacturer Pfizer and multinational tech firm Intel, which are each leveraging digital technologies to improve end-to-end visibility.
However, these solutions may just be stopgaps until blockchain technology arrives at scale. Given the digitally shared nature of blockchain technology, it is considered to be a viable option for addressing many pain points felt along the supply chain. Firms that deploy blockchain-based solutions can achieve a streamlined experience by reducing the need for intermediaries and can implement better planning capabilities as a result of improved visibility. For example, data from IoT devices that move with shipments can be uploaded to the blockchain in real time, giving all parties secure access to the same information regardless of the systems they are using. As such, the use of blockchain technology in supply chain management is expected to experience a rapid rise over the next five years — this market is expected to grow at a compound annual growth rate (CAGR) of 49% from $41 million in 2017 to $667 million in 2024. With NFL Playoffs On Tap Intel Moves Closer To Offering 3-D Technology In Real-Time - Forbes12/31/2018 ![]() When the Super Bowl returns to Atlanta in early-February, Intel's True View technology could help enhance the viewing experience for fans inside the stadium by offering 360 degree replays of the top highlights from the contest (AP Photo/David Goldman). When the 2018 NFL postseason begins later this week, it will be difficult, if not impossible for any team to replicate the sheer drama of the Philly Special. But if one of the 12 remaining teams somehow delivers a sequence as mesmerizing as Trey Burton's toss to Nick Foles, there is a good chance Intel will capture it with their innovative True View system. Moments after Foles' gave the Eagles a 22-12 lead over the Patriots in Super Bowl LII, NBC utilized Intel's immersive technology when breaking down the fake reverse. At the same time, the technology powered by Intel provided fans with a 360 degree view of the trick play from Burton's helmet when the replay appeared on a Jumbotron at U.S. Bank Stadium. For Super Bowl LIII in Atlanta, Intel and the NFL are evaluating some new features and experiences that could potentially be available to fans inside Mercedes-Benz Stadium, according to league sources. During the 2018 regular season, Intel installed the True View technology in the new Downtown Atlanta venue, along with Nissan Stadium in Nashville, bringing its total to 13 stadiums throughout the league. "We're getting to a stage where we see it as truly game changing for the NFL," said Preston Phillips, managing director of global business development at Intel Sports. While Intel's system currently appears at less than half of the stadiums across the league, the technology has captured the vast majority of the NFL's top plays over the last year. Patrick Mahomes' improbable, cross-field completion to Tyreek Hill versus the Ravens, Derrick Henry's 99-yard touchdown run against the Jaguars and Stefon Diggs' miraculous catch in the NFC Divisional Playoffs all took place at stadiums equipped with the system. In many respects, the technology can be informative when fans use it to diagnose Odell Beckham's route-running ability on a crossing pattern and entertaining when they view it to watch Saquon Barkley hurdle two defenders from several different angles. Many of the aforementioned stadiums are equipped with more than three dozen high definition cameras scattered throughout their respective venues. Following a play, a group of Intel-based servers can process up to 1 terabyte of data that effectively enables the company to stitch together a 3-D environment using voxels or pixels with volume. The voxels have the ability to measure a player's height, depth, width and weight -- common mechanisms that comprise a 3-D image -- in order to allow Intel to essentially interject a virtual camera anywhere on a field. "Our system is like a bumble bee flying around the field," Phillips said. When Intel first installed the technology inside NFL stadiums, the company dealt with numerous challenges in storing and tracking an inordinate amount of data. Intel also faced latency issues related to the lag time that it could deliver a highlight immediately after a play. As a result, the limitations constrained stadiums from showing highlights in True View of beyond 30 seconds. Now, at places such as Mercedes-Benz Stadium the technology has evolved to the point where Intel can essentially record an entire game, Phillips added. Eventually, Intel intends to offer the immersive content as a real-time solution. Intel, an official technology partner with the NFL, appears to be making strides in the right direction. At present, the company has 200 engineers working each day to make the content available in real-time, Phillips said. From a digital standpoint, Intel has already succeeded in using the technology to drive fan engagement. Moving forward, though, there are still questions on how True View can be utilized by all 32 franchises, along with the league itself. On the club level, there are use cases for the technology in scouting, film study and practice or training situations, said Will Deng, vice president of media strategy and business development at the NFL. The league may also be able to leverage the technology to help enhance its understanding of player injuries and as a training tool for officials, he noted. In terms of real-time solutions for True View, a multitude of other factors might come into play. What is the likelihood that Intel could partner with other tech giants such as Microsoft and Verizon to accomplish its goals? Moreover, how dependent is Intel on 5-G or other compression technologies for making its vision realized? The timetable on the potential enhancements has yet to be established. "It is something that is obviously a goal of ours and is obviously a goal of our partners that see the benefit of the opportunity of being able to work with us," Phillips said. Read More With NFL Playoffs On Tap, Intel Moves Closer To Offering 3-D Technology In Real-Time - Forbes : http://bit.ly/2EWLZPLWhat does Apple have planned for the MacBook Pro in 2019? This year's model added some major features, such as blazing-fast processors, True Tone display technology and a quieter keyboard, which checked off plenty of items on our wish list. But as we look toward the future, the problems Apple needs to solve for its next high-end notebook aren't as obvious. Here's what we think 2019 holds for the MacBook Pro, as well as what we want from the new year's model. MacBook Pro 2019 Release Date and Possible Pricing If history is a precedent, the next MacBook Pro should come somewhere after the middle of 2019. For the last six years, Apple's released most of its MacBook Pro updates in June, July or October, with one exception. Oct. 27, 2016 - The launch of the 4th Gen MacBook Pro, the Type-C-only model sold today, which includes the OLED Touch Bar and 2nd-en butterfly switch keys. June 5, 2017 - Apple adds Intel's Kaby Lake processors to the MacBook Pro. July 12, 2018 - The Touch Bar-equipped MacBook Pros gained Intel's Coffee Lake processors (up to Core i9), 3rd-gen. butterfly-switch keys, and the T2 chip for security and storage performance. But as for a more precise prediction of when the new machine will arrive? Tim Bajarin, president of the Creative Strategies firm, said that Apple's MacBook Pro schedule is "dependent on Intel's chips," which makes the timing harder to peg, especially because Apple uses specific versions of processors that other companies don't. If the next MacBook Pro stays with the Touch Bar, Type-C-only format, expect the 13-inch MacBook Pro to stay at around $1,799 and the 15-inch MacBook Pro to start at $2,399. Apple's held to those prices since this design launched, in 2016. If Apple redesigns the MacBook Pro, though, expect even higher prices. The 2015 MacBook Pro (which was no slouch) started at $1,299 for the 13-inch model and $1,999 for the 15-inch model. But it's still hard to gauge how big of an update we'll get this year — or if we'll get any update at all. While MacBook Pro refreshes have happened at least once a year over the last three years, some have been far more miniscule than we'd hoped for. Avi Greengart, a tech analyst at GlobalData, agreed, noting that Apple's "laptop road map has been far more idiosyncratic" than the company's easily predictable iPhone-upgrade schedule. Just look at the MacBook Air, which went ignored for years. "I honestly couldn't tell you if the MacBook Pro is going to get an update at all," Greengart continued, before saying his gut leans toward something slight. "If pressed to speculate, I'd lean towards minor changes or none." Whiskey Lake Processors The most likely update for a new MacBook Pro would be a processor jump. The move would bring the superfast macOS machines up to the Intel Whiskey Lake processors, which were announced in August of 2018, the successor to 2017's Intel Coffee Lake chips. MORE: This Could Be the Heart of the New MacBook Air What does that mean for you? For starters, Whiskey Lake chips add integrated Gigabit Wi-Fi, so expect faster wireless internet. And while the Whiskey Lake chips provide only a minor performance jump over their Coffee Lake predecessors (they both use Intel's 14++ nanometer process), they're expected to pack twice as fast overall performance as 5-year-old Intel computers. And they should have 1.8x better web performance and three times the video-editing speed. While there is chatter about Apple switching CPUs, potentially moving from Intel to ARM, that's not expected for 2019. Change for the Touch Bar? When asked what (if any) features would be the hallmarks of a 2019 MacBook Pro, Greengart listed potential options, including "a rethink of the Touch Bar." We would love to see that change happen, as the Touch Bar currently feels like a failed idea. Who is this thing actually helping? Sure, it gives you touch buttons for stuff you could click and tap around for, but the primary audience for the Touch Bar is video and audio editors, scrubbing tracks back and forth. So, unless Apple can find ways to make the Touch Bar matter, the company should update the processor and other specs in its non-Touch Bar 13-inch MacBook Pro and make a non-Touch Bar 15-inch MacBook Pro. MORE: Best Apple Laptops Those physical keys are still valuable to those who can't find much use for the Touch Bar (which I primarily use for picking emoji). The new MacBook Air shows that Apple can release a MacBook with both Touch ID and actual Escape and Function keys. And users who prefer that option shouldn't be forced to pay for a touch-sensitive OLED screen above their keyboard that they don't need. Yes, you can have a virtual Esc key, but trust me — it's too easy to activate accidentally. An Improved Retina Display Sure, Apple added its True Tone display technology to the MacBook Pro, but that screen has yet to be perfected. First of all, its bezels could still stand to get thinner. Just look at the nearly edge-to-edge panels on the Huawei MateBook X Pro and the Dell XPS 13. Sure, this would force Apple to rethink where it places its webcam, but I'm sure those geniuses at Cupertino can come up with something. As long as it's not a notch, most users will be happy. The 2018 MacBook Pro's 227-pixels-per-inch screens could pack their pixels even denser, as we've seen in the 260-ppi MateBook X Pro (260 ppi). Also, while the wide, 1.6:1 ratio of the MacBook Pro screens may be good for video, the MateBook X Pro's 3:2-ratio screens allow you to read a bit more at once. What We Want from the New MacBook Pro Face ID: It seems like only a matter of time before Apple's Face ID biometric sensors hit the MacBook Pro. While it appears unlikely that the laptop's thin lid and display could fit the TrueDepth camera system needed, I'd bet Apple's trying to figure out how to do it. Thinner and lighter design: The 15-inch Pro could also stand to be both thinner and lighter, as its 0.6-inch thick, 4-pound chassis is thicker and heavier than that of the XPS 13 (0.5 inches, 2.65 pounds). Also, the MateBook X Pro (0.6 inches, 2.9 pounds) manages to give you a 14-inch screen and is still lighter than the 13-inch, 3-pound MacBook Pro. Longer battery life: The 13-inch MacBook Pro lasted only 8 hours and 43 minutes on our web-surfing test. I'd love it if Apple could get closer to 10 hours, like the 9:55 time that the MateBook X Pro got. And while the 15-inch MacBook Pro lasted a decent 10 hours and 21 minutes, both the XPS 15 (11:53) and Surface Book 2 (11:34) lasted over an hour longer. Credit: Laptop Mag
You can’t avoid the fact that 2018 was simply a bizarre year for PC components overall – especially when it comes to the best processors. Intel spent the whole year churning out microarchitecture after microarchitecture, in an attempt to prevent AMD from taking too much market share. But, throughout the myriad products Intel released this year, we were left wondering if there was something missing. So, we’re going to dive into everything Intel achieved over the last year, creating a sort of report card on how the tech giant handled 2018. Under the Spectre of a MeltdownIntel didn’t exactly start 2018 off on the right foot – a white paper from Google Project Zero revealed the Spectre and Meltdown exploits that made 90% of Intel processors vulnerable to attack. Intel immediately responded, saying it would fix the exploits. However, there was a ton of confusion out there related to these fixes. Initially, Intel suggested that these fixes would impact stability and performance by up to 30%, which it later redacted, saying that the slowdown would be ‘workload-related’, and that most users wouldn’t notice any change. And, eventually the patches made their way through Windows Update, but not everyone got a happily ever after. In April, Intel said that certain older processors wouldn’t be getting the update, namely the Intel Core i7 900 series, due to issues with the microarchitecture itself. It also cited the fact that most of these older processors weren’t being serviced anyway. Luckily, if you buy a newer Intel Coffee Lake Refresh processor you have nothing to worry about. Name a more ambitious crossover eventIn a move that threw us all for a loop, Intel teamed up with AMD earlier in the year to produce 8th-generation Kaby Lake processors for laptops with AMD Vega graphics. Especially in a year when Intel has been plotting its own GPUs, this team up with its biggest rival kind of came out of nowhere. But, you know what? It paid off. These Kaby Lake G processors provided awesome performance without some of the pitfalls that dedicated graphics experience. Laptops like the Dell XPS 15 2-in-1 showed great performance, not just in professional workloads, but even in gaming. That’s right, these laptop CPUs enabled a pretty decent gaming experience on laptops that were thin, light and convertible. Pint-sized gaming computersOf course, Intel doesn’t just make chunks of silicon, it also makes full-fledged computers occasionally. And, the Intel Hades Canyon NUC, beyond having an awesome name, is genuinely one of the best gaming PCs you can get – as long as you’re looking for a very tiny machine. Now, while this tiny PC doesn’t come with RAM, storage or an OS – you’ll have to supply all that on your own, you are paying just $799 (£743, AU$1,099) for a pretty powerful little machine. It packs one of those Kaby Lake G processors we just talked about, which means it can provide GTX 1060-level performance for a fraction of the price of a similarly specced gaming laptop. And, because it’s a barebones system, you can upgrade it however you want. Well, barring the GPU and CPU, of course – at least it has ThunderBolt 3 for external graphics. All the cores!Back at Computex 2018, we were sure we’d get some new processors from either Intel or AMD. And, while both manufacturers teased some HEDT chips, we just got some vague glimpses. But, the chip Intel teased was absolutely insane. We’re talking a 28-core, 56-thread behemoth that was overclocked to 5.0GHz across all cores. Turns out that it was overclocked to high heaven using some exotic cooling methods, but it was still impressive anyways. Turns out that it wasn’t a consumer chip at all, but instead the Intel Xeon W-3175X workstation chip. This chip isn’t quite out yet, but it’s around the corner and is rumored to launch it at a whopping $4,000 (£4,000, about AU$5,600) price tag. Still, dreaming about such an insane consumer processor was fun while it lasted. Intel also used the event to introduce a special anniversary processor in the form of the Intel Core i7-8086K to commemorate the original 8086 CPU that released 40 years ago. Just stay mobileCoffee Lake was already a massive success, thanks to the awesome desktop performance it offered, but when Intel brought Coffee Lake H-series processors for laptops, the performance was off the charts. Coffee Lake H-series brought Intel’s 6-core 12-thread mobile processors to laptops for the first time, including the overwhelmingly powerful Intel Core i9-8950HK, found in even the thinnest workstation-class laptops like the MacBook Pro 15-inch. Where these processors really shined, however, was in the best gaming laptops. Devices like the Razer Blade 15 and MSI GS65 Stealth were able to stay thin, light and aesthetic while providing nearly desktop-class performance. However, some manufacturers took that thin, light and powerful concept a little too far. We already mentioned the 15-inch MacBook Pro, but when that thing launched back in July, there was an uproar about its tendency to thermal throttle almost immediately. This problem was patched out by Apple almost immediately – but it still runs dangerously hot. The Core i9-8950HK offers fantastic performance, but it basically requires a heavy duty laptop to reach its full potential. But, the rest of the Intel Coffee Lake H-series mobile processors don’t have the same problem. How many lakes???Intel has never been the easiest manufacturer to follow, but it seems like in 2018, there was just a deluge of different microarchitectures, all of which named after some fictional lake. Beyond the ever-elusive Cannon Lake, we got Whiskey Lake, Cascade Lake, Amber Lake and Coffee Lake Refresh. That’s not even mentioning the non-lake microarchitectures like the HEDT-focused Basin Falls Refresh. Most of the year ended up being a guessing game, trying to pin rumored silicon to the lake it belonged to. And, with Cannon Lake and Sunny Cove already rumored for 2019, it looks like the same shotgun approach is going to repeat itself next year. A refreshing moveAfter months of speculation and false leads, Intel finally released its 9th-generation Coffee Lake Refresh consumer and Basin Falls Refresh HEDT chips. Basin Falls Refresh might not have been all that exciting, but the level of performance offered by Coffee Lake Refresh is worth a mention. The Intel Core i9-9900K, by itself, was worth all the headaches – a 8-core, 16-thread CPU that absolutely demolished the AMD Ryzen 7 2700X – along with many Threadripper 2nd Generation chips. You see, it wasn’t just the core counts that matter here – it’s the clock speeds. This consumer chip is able to boost up to 5GHz – and that’s before overclocking. Less than a month later, Intel would also release the new Intel Core i9-9980XE to reclaim the high-end desktop processor crown. What does 2019 have in store for Intel?2018 was a year of reactions and delays from Intel, as it desperately fought to maintain its place in the market, and basically lost. However, don’t think for a second that Intel is down for the count. After years of delaying its 10nm Cannon Lake chips, there are already rumors that Intel is going to release Sunny Cove next year, which is … well, it’s another 10nm microarchitecture. We should see increased performance and efficiency with this shrink in die size, but with AMD getting ready to launch 7nm Ryzen 3 processors in 2019, the competition is only going to get more heated from here. What should be particularly interesting, however, is Intel’s GPUs. Intel graphics cards have been lurking in the shadows for a while now. We’re not sure what these graphics cards will be capable, and we likely won’t see them actually materialize in 2019. But, if its Gen11 integrated graphics are any indication, we’re going to brace ourselves for a late entry in the Nvidia vs AMD GPU war. Read More Intel in 2018: wait, how many processors? - TechRadar India : http://bit.ly/2EWkfdZ![]() Like many stocks, the shares of Intel (NASDAQ:INTC) have had a roller coaster year. Intel stock hit a 17-year high in June, and the shares had risen over 25% in 2018 at that point. But after a sector-wide selloff, the INTC stock price today is actually below the levels at which it had traded at the beginning of 2018. And as with many stocks, there’s an argument to be made for buying the dip of Intel stock. A forward price-earnings multiple of about ten and a 2.6% dividend yield both seem attractive, considering that Intel stock is a blue-chip giant. Moreover, Intel is making progress in smartphones, notably displacing Qualcomm (NASDAQ:QCOM) in Apple’s (NASDAQ:AAPL) iPhone. INTC also rolled out new chip technology earlier this month. There are two key problems facing Intel stock, however. The first is that Intel is facing real challenges. I argued back in April that Intel stock already had made its big move; the stock admittedly is cheaper now, but the risks it was facing earlier this year haven’t gone anywhere. And secondly, for investors looking for chip exposure, there’s no shortage of similar candidates. As a result, it’s difficult to make the case that Intel stock is the best play in the space. Cyclical Versus ContinuousThe big argument in the chip sector in 2018 was over whether this time really was different for semiconductor companies and semiconductor stocks. Whether for equipment manufacturers like Applied Materials (NASDAQ:AMAT) and Lam Research (NASDAQ:LRCX) or hot chip plays like Nvidia (NASDAQ:NVDA) and Advanced Micro Devices (NASDAQ:AMD), the debate was clear. Semiconductor bulls argued that long-term growth opportunities in automotive, IoT (Internet of Things), and the cloud would turn the traditionally cyclical business into a continuous growth story. Skeptics replied that the cycle always turned and would do so again. One way to view the semiconductor sector’s performance in 2018 is that in the first half of the year, the bulls won and in the second half, the bears were triumphant. To end the big selloff of chip stocks, the trend will probably have to reverse again. If that’s the case, there’s an obvious problem for INTC stock. If the reversal doesn’t come, Intel stock probably is dead money at best. The chip sector’s leader is unlikely to rise without the sector as a whole doing the same. But if sentiment does improve, investors will be better off with a different name than Intel stock. Intel Stock Likely Won’t Benefit the Most From an UpturnIf a cyclical swing comes or if investors again focus on long-term growth more than near-term disruptions, INTC is unlikely to be the biggest beneficiary. The biggest problem for Intel stock is that the company is still exposed to relatively weak markets. According to its SEC filings, over half of its sales still are what Intel calls “PC-centric”. The company managed to increase the revenue generated by those products by 9% this year, including a 16% jump in Q3. But that trend is not going to last forever. PC unit growth has been flat at best for years. Add in competition from a resurgent AMD and it’s tough to model much, if any growth, for fully half of Intel’s revenue. Intel does get over one-third of sales from its datacenter and IoT businesses. But Nvidia is making a charge in datacenter, and so is AMD. IoT chips are going to be cheap, low-margin products, since they don’t require much processing power; in 2016, one of Intel’s IoT chips was likely the cheapest product it’s ever made. Intel’s acquisition of Mobileye sets it up for growth in automotive, but it will be facing Nvidia and many others in that space as well. If the semiconductor sector has huge growth ahead of it, it’s tough to see at this point how Intel captures the lion’s share of that growth. And for investors looking for a play on any of the individual growth markets, there are better stocks to buy. 5G wireless? Buy similarly cheap QCOM. Datacenter? Nvidia’s share gains will drive growth, while Intel almost certainly will see its near-monopoly erode. Even AMD looks potentially more attractive for those looking for broad exposure to the chip market. Intel Stock And Intel’s BusinessThe one way for Intel stock to outperform is for Intel’s business to get back to its old, successful ways. And there are some signs of good news on that front. The company’s long-delayed efforts in 10nm finally appear to be bearing fruit. Intel unveiled stackable logic chips this month, which should be available in the second half of 2019. The company that for a long time was the leader in semiconductors could get back to that point. Even though the valuation of Intel stock is low, betting on a resurgence of Intel’s sector leadership seems risky. Competition simply is so much more intense than it was even four or five years ago. Moreover, Intel’s end markets aren’t growing, so stable market share won’t necessarily produce much revenue growth. Meanwhile, the ever-present decline of chip prices can pressure margins, leaving Intel’s overall earnings flattish. Admittedly, that might not be a terrible scenario for Intel stock, which is pricing in minimal growth anyhow. But it’s not the type of bull case that other chip stocks offer. For investors who believe a chip rebound is coming, Intel stock simply isn’t the best way to play it. And if the rebound doesn’t come, Intel’s exposure to PCs and smartphones could drag Intel stock further downwards. As of this writing, Vince Martin has no positions in any securities mentioned. Read More There Are Better Chip Names for 2019 Than Intel Stock - Investorplace.com : http://bit.ly/2LKzicpUnannounced Intel Core i9-9900KF i7-9700KF i5-9600KF and i5-9400F CPUs Listed - AnandTech12/28/2018 ![]() So far Intel's 9th Gen Core on desktop only features three models aimed at the higher end of the spectrum. The launch of the lineup consisting of these three products with unlocked multiplier does not yet have any “locked” parts aimed at mainstream PCs, although we are expecting them at some point. The question is one of when they will come. As it appears, from listings of numerous companies in the supply chain, Intel is finally gearing up to expand its Coffee Lake Refresh family with new models. The products in question are the eight-core Core i9-9900KF and Core i7-9700KF, as well as the six-core Core i5-9600KF and Core i5-9400F. These devices have been listed by retailers Data-Systems.Fi, Newegg, and distributor Synnex (see screenshots below). According to Intel’s existing nomenclature, the CPUs with model numbers ending with F, like 9400F lack integrated graphics, so we suspect the new processors will primarily target higher-end systems featuring discrete graphics. This will mark the first time that Intel has launched integrated graphics-free processors in its mainstream family at the high-end for many, many years. The higher-end Core i9-9900KF, Core i7-9700KF, and Core i5-9600KF look set to run at the same frequencies and feature the same cache configurations as their non-F colleagues. As for the Core i5-9400F, this six-core chip runs at 2.9/4.1 GHz, well below the clocks of the i5-9600K, but will have a TDP of 65 W. All of these parts, according to the listings, will be able to be used in current 300-series motherboards.
Intel has not officially confirmed existence of these CPUs, or mentioned plans to release them. In the meantime, listing of the Core i5-9600KF by Newegg and the Core i5-9400F by Synnex Thailand indicates that their launch is likely imminent. Avid readers will remember that CES 2019 is taking place in early January, so the question is whether Intel starts to sell these CPUs more or less quietly ahead of CES, or if it will announce them publicly at the trade show. In any case, if Intel proceeds with the launch (or rather when), it may broaden availability of its latest eight-core and six-core CPUs both in terms of physical availability and in terms of pricing (i.e., the i9-9900KF will hopefully cost less than the i9-9900K). In the meantime, one has to remember that Intel has high demand issues in general, so the effect of the launch is something that remains to be seen. It could be that the company will not focus on the Pentium/Celeron parts this time around, but instead make these higher-performing (and higher margin) offerings more regular. Screenshots: Related Reading:
Source: Newegg, Synnex, Tom’s Hardware ![]() Investors can start finding some buying opportunities in the market — as long as they have a strong stomach, Bespoke Investment Group co-founder Paul Hickey told CNBC. He still sees volatility in the weeks or months ahead and thinks the market has yet to hit bottom. However, conditions in the recent sell-offs seemed to yield "better-than-average returns going forward" than has happened in similar trends in past decades, Hickey said Friday on "Power Lunch." "You can start to nibble here," he said. "[There's] sentiment that's gotten completely washed out" and 2019 will be the first year in a while "that valuations aren't above average." He wants to see if the market hits a "lower low" going forward. "We want to see some of these internals show less baby- out-with-the-bathwater" trends, Hickey said. Bespoke likes Intel and Pulte Homes, and emerging markets. Intel and Pulte were losing momentum when the market was going strong earlier this year and "led us on the way down . . . [but] are now showing signs of stabilizing and aren't making lower lows," Hickey said. Intel has climbed 10 percent since falling more than 25 percent from a year-to-date high set in June, while Pulte has climbed more than 25 percent after plunging more than 40 percent from year-to-date high set in February. Intel is trading at about $47 a share while Pulte is trading about $26 a share Friday afternoon. Hickey argued that the emerging markets sector, which also led markets on the way lower, could hold some promising results. The iShares MSCI Emerging Markets ETF has "been below its 200 day moving average for 140 trading days That's happened two other times: 2008 and 2016," he said. "A year later, EEM was up 75 percent and 26 percent," respectively. Hickey also pointed to tech stocks Apple and Netflix. Apple, he said, is more attractive than the consumer staple section and Netflix, which is not a value buy, is transforming TV. Read More Market hasn't hit bottom but investors can start to 'nibble' on stocks, says Bespoke's Paul Hickey - CNBC : https://cnb.cx/2LFRPGp![]() The Finance Committee in Israeli parliament this week approved a grant to Intel to expand its Fab 28 production facility in Kiryat Gat. The decision confirms that Intel’s expansion of its factory had been approved by local authorities and the company may proceed with the project. Under the terms of its investment plan proposed in May 2018, Intel intends to invest $5 billion (NIS 18 billion) in its Kiryat Gat ventures until 2020. The Knesset Finance Committee approved a plan to provide Intel a grant of $185.5 million (NIS 700 million) on the condition that it will hire 250 new employees and spend $560 (NIS 2.1 billion) with local vendors and retailers per annum. The grant was awarded as a part of changes for Israeli national budget for 2018, so the company has already received the money or is about to. Intel has been expanding its Fab 28 for years now. In 2013 the company acquired Micron’s 200-mm fab located adjacent to Intel’s Fab 28 (in fact, the facility was initially called Fab 18 and belonged to Intel prior to 2008) and announced plans to convert it to 300 mm wafers, essentially making it a part of its Fab 28 complex. In 2014 the semiconductor giant announced a $6 billion investment plan to prepare its Fab 28 to produce CPUs using its 10 nm process technology. The CPU maker got $450 million (NIS 1.7 billion) in state grands from Israel as a part of this project and reduced corporate tax rate of 5% (vs. standard 23%). The company’s new Fab 28 production lines that went online in late 2016 are currently using Intel's 14nm process and it is unclear whether the facility is ready for 10 nm or not. The new $5 billion plan for Fab 28 is a part of Intel’s recently announced intention to expand manufacturing capacities globally. Under the terms of this plan, Intel will equip its Fab 42 for its 7 nm process technology, expand and upgrade its fab in Ireland, and add fab space to its Oregon plant. Related Reading:
Sources: CalcalisTech, Times of Israel, Haaretz/TechNation |
AuthorWrite something about yourself. No need to be fancy, just an overview. Archives
January 2020
Categories |