Featured Articles

Intel releases tiny 3G cell modem

Intel releases tiny 3G cell modem

Intel has released a 3G cellular modem with an integrated power amplifier that fits into a 300 mm2 footprint, claiming it…

More...
Braswell 14nm Atom slips to Q2 15

Braswell 14nm Atom slips to Q2 15

It's not all rosy in the house of Intel. It seems that upcoming Atom out-of-order cores might be giving this semiconductor…

More...
TSMC 16nm wafers coming in Q1 2015

TSMC 16nm wafers coming in Q1 2015

TSMC will start producing 16nm wafers in the first quarter of 2015. Sometime in the second quarter production should ramp up…

More...
Skylake-S LGA is 35W to 95W TDP part

Skylake-S LGA is 35W to 95W TDP part

Skylake-S is the ‘tock’ of the Haswell architecture and despite being delayed from the original plan, this desktop part is scheduled…

More...
Aerocool Dead Silence reviewed

Aerocool Dead Silence reviewed

Aerocool is well known for its gamer cases with aggressive styling. However, the Dead Silence chassis offers consumers a new choice,…

More...
Frontpage Slideshow | Copyright © 2006-2010 orks, a business unit of Nuevvo Webware Ltd.
Tuesday, 02 July 2013 10:52

Intel gets downgraded

Written by Nick Farrell

Analyst does not like its plans

Piper Jaffray’s Gus Richard does not seem to think that Chipzilla is going anywhere fast. He just said that the company was going to underperform and that its shares should be worth $20.

Richard said that Intel was just investing in fabs and process technology that is likely to result in diminishing returns. He was also concerned that Apple has signed a long-rumoured chip deal with TSMC to move some production away from Samsung Electronics.

The three year foundry agreement is for 20nm, 16nm and 10nm and it now appears that Intel will get any of Apple’s business in the short term. Richard wrote that it is highly unlikely for Samsung to broadly adopt Intel’s CPUs in its smartphones or tablets which shuts the door on the high-end mobile market for Intel for the foreseeable future.

Despite Intel’s lead in chip technology, Richard actually thinks TSMC, IBM and others pose a credible threat, in part because Intel doesn’t have the right intellectual property to fill the fabs.

Nick Farrell

E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it
blog comments powered by Disqus

 

Facebook activity

Latest Commented Articles

Recent Comments