Q2 revenue up 19.4% YoY to $19.7 billion dollars. The new normal is not normal, and may not be again for a long time. Q2 which has traditionally been a down quarter was up for Intel year-to-year, and flat quarter-to-quarter. But Q3 is being guided down, and Intel still is dealing with manufacturing issues—the new normal. By midday the day after Intel’s report, AMD … [Read more...] about Intel Q2’2020 results
Intel
Intel Q1 2020 results
Q1 revenue up 23% year-over-year, to $19.8 billion dollars. The impact of the supply chain on downstream vendors has been shocking. Combined with massive layoffs and soaring unemployment, the economic engine of the world is traumatized and forecasting is all but impossible. Intel is not immune to any of that and, as a result, has reported a decrease in … [Read more...] about Intel Q1 2020 results
OEMs launch 100+ laptop designs with GeForce GPUs
Working at home demands good tools. Nvidia, Intel, and over 100 notebook OEMs introduce new, powerful, and affordable devices just in time to support the work-at-home mandates of the COVID-19 crisis. Intel announced the long-anticipated 10th gen H Core i7 mobile CPU with improved power management and 5G capability. Nvidia introduced the GeForce RTX 2080 Super and … [Read more...] about OEMs launch 100+ laptop designs with GeForce GPUs
Graphics chips get a boost in 2019, so what’s next?
As software applications increasingly take advantage of GPU features, customers take notice. PC GPU market shipments increased by 3.4% sequentially from last quarter but decreased year-to-year by -1.3%. The PC market has seen modest growth as the market rewards specialized hardware designs over low-cost “vanilla” PCs. The trends have favored workstations, gaming machines, and … [Read more...] about Graphics chips get a boost in 2019, so what’s next?
Jon Peddie Research finds PC gaming hardware market growth stable
The PC gaming hardware market will grow to almost $37 billion in 2022, but at a modest 1.05% CAGR from 2018 levels. Jon Peddie Research (JPR), the industry's research and consulting firm for graphics and multimedia, reported in its newest gaming market study regarding the PC gaming hardware market, which consists of personal computers, upgrades, and peripherals used for … [Read more...] about Jon Peddie Research finds PC gaming hardware market growth stable
AMD expands their senior leadership to maintain their growth
By Jaydeep Bhattacharjee AMD is really hopeful that the executive team will maintain AMD’s gains and build on them in the future. Last week, AMD announced the expansion of its senior leadership team through several promotions and a new face to enable the company’s future growth. The company is at the top of its game and that can be a dangerous place to be. The company has … [Read more...] about AMD expands their senior leadership to maintain their growth
Intel Q4 2019 results
Q4 revenue up 8% to $20.2 billion dollars. Intel beat Wall Street’s expectations again with its fourth-quarter financial performance sending the company’s stock up to an all-time high Friday after the chipmaker reported late-Thursday afternoon terrific results for the last quarter in 2019. Twenty billion dollars. Think about that for a moment. If every human, man, woman, … [Read more...] about Intel Q4 2019 results
Everybody dance now: Intel GPU turned on
The Intel engine has started to purr. The company turned in a great quarter, and now CEO Bob Swan tells investors the Intel Xe DG1 GPU has been powered on in the lab. Intel released their third-quarter results (see Intel Q3 2019 results) and reported record results. In the analyst call, Intel’s CEO Bob Swan said the company is on target to return to a schedule of major … [Read more...] about Everybody dance now: Intel GPU turned on
Intel Q3 2019 results
Intel revenue for the quarter was up 16.4% from last quarter to $19.2 billion, GAAP profit was $6 billion, up 43% from last quarter—7 nm queued up. Intel beat Wall Street expectations on its third-quarter financial performance sending the company’s stock up 6.9% in morning trading Friday after the chipmaker reported late-Thursday afternoon. Intel reported its calendar … [Read more...] about Intel Q3 2019 results
AMD total GPU market share exceeds Nvidia
…but Nvidia still dominant discrete GPU supplier. The dynamics of the market still have the power to surprise. Our Market Watch report for the second quarter of 2019 raised eyebrows when it revealed that AMD had reached a new milestone by selling more GPUs than Nvidia. AMD's achievement is significant and has been hard-won, but it’s not exactly the harbinger of a new world … [Read more...] about AMD total GPU market share exceeds Nvidia