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Intel's AI event showed focus on building out ecosystem: Morgan Stanley seekingalpha.com/news/4046849-intels-...
Thnx voor je posts nine_inch_nerd. Intel is een mooie motor in mijn portefeuille.
T. Edison schreef op 16 december 2023 03:29 :
Thnx voor je posts nine_inch_nerd.
Intel is een mooie motor in mijn portefeuille.
Succes. Ik probeer het draadje een beetje in beweging te krijgen. Vorige week bescheiden ingestapt (met in het achterhoofd ruimte te houden bij te kopen tzt). Intel is achtergebleven tov bv NVDA en AMD, maar drastische strategiewijzigingen kan dit veranderen. We zullen wel geduld moeten hebben. Kijkend naar de miljarden bouw-investeringen nieuwe plants bv. Laten we maar eens kijken medio 2025 hoe het er voor staat. Tbc
Ben niet al te lang geleden ingestapt om meer te diversiviseren en tech onderwogen was. De ontwikkelingen bij Intel om een inhaalslag te maken gaven de doorslag om voor Intel te gaan. De intentie is om een tijd te blijven zitten. De huidige koersstijging maakt blijven zitten wel aangenaam. Meestal gaat de koers lager als ik ergens in stap.
ter infoIntel's AI PC Chips Are a Big Step Forward Sun, December 17, 2023 at 1:20 PM GMT+1finance.yahoo.com/news/intels-ai-pc-c... An important step for Intel The PC market remains depressed after a pandemic-era buying spree gave way to a collapse in demand. Intel's Meteor Lake might be the most exciting thing to happen to the laptop market since Apple started making MacBooks using its custom CPUs. The new chips might be enough to trigger an upgrade cycle in 2024 and beyond. Meteor Lake's AI hardware delivers big gains in AI inference workloads. Compared to its last-generation chips, Intel claims that Meteor Lake delivers 1.7 times the performance in generative AI and is 2.5 times as power efficient in the UL Procyon AI inference benchmark. When Meteor Lake's AI hardware tackles the AI tasks involved when making a Zoom call, Intel claims a 38% reduction in power usage.
JPMorgan Research herhaalt het verkoopadvies voor Intel Corp maandag 18 december 2023 - 06:11u - JPMorgan Research herhaalt het verkoopadvies van 5 okt 2023 voor Intel Corp. DZ Bank herhaalt het houdadvies voor Intel Corp maandag 18 december 2023 - 06:45u - DZ Bank verhoogt het koersdoel van Intel Corp naar $ 48,00 van $ 30,00.
Algemeen/overall verhaal. Voor geïnteresseerden.Nvidia: Implied upside of 128% The stock-split stock with the greatest upside potential in the new year, according to one Wall Street analyst, is semiconductor company Nvidia. Analyst Hans Mosesmann of Rosenblatt Securities has a lofty $1,100 price target on shares of Nvidia. Based on its closing price of $483.50 on Dec. 14, this represents a potential gain to shareholders of 128% in 2024. Mosesmann's optimism for the top-performing megacap stock of 2023 has to do with its role as the infrastructure backbone of the artificial intelligence (AI) movement. Nvidia's A100 and H100 graphics processing units (GPUs) account for between 80% and 90% of the share of GPUs currently deployed in high-compute data centers. With chip fabrication company Taiwan Semiconductor Manufacturing looking to potentially double its chip of wafer on substrate capacity over the next year, the expectation is that Nvidia's ability to meet strong demand for its A100 and H100 chips will improve. More units to sell should increase Nvidia's sales and profits next year. However, there's another side to this story. More specifically, Nvidia's doubling sales in its current fiscal year is almost exclusively the result of exceptional pricing power caused by AI-GPU scarcity. As it increases its own production, and new competitors enter the arena -- Advanced Micro Devices (NASDAQ: AMD) and Intel (NASDAQ: INTC) -- there's a good likelihood that Nvidia's pricing power and gross margin will take a hit. AMD introduced its MI300X GPU for AI-accelerated data centers in June, but expects to ramp up production in 2024. Meanwhile, Intel intends to bring its Falcon Shores GPU to market in 2025, which will be a direct competitor to Nvidia. Things may be as good as they're going to get for Nvidia. The last thing to note about next-big-thing investments is that they have a strong tendency to form early stage bubbles. Investors have overestimated the demand or uptake of every major trend for the past three decades, and I doubt AI is going to be the exception. This makes reaching Mosesmann's $1,100 price target for Nvidia highly unlikely.finance.yahoo.com/news/3-stock-split-...
Het sentiment zit dus waarschijnlijk ook mee... Ook voor Intel.Amerikaanse techaandelen ook voor 2024 kansrijk In Europa kijkt Simon Wiersma van ING naar bijvoorbeeld ASML, ASMI en Besi youtu.be/ykJJAMfUa_o?si=wy16OSO3do9nKEho
Intel is buying leading-edge lithography tools — report says Intel will acquire six of 10 high-NA EUV tools produced by ASML next year www.tomshardware.com/pc-components/cp...
A decade of groundbreaking science and systems engineering deserves a bow! We're excited and proud to ship our first High NA EUV system to Intel. twitter.com/ASMLcompany/status/173785... Komende maanden 6 van deze. Wat een investering.
En mijn inziens een goede investering.
Ter info. Algemeen voor alle chippers.The Semiconductor Market Will Recover in 2024 With an Annual Growth Rate of 20%, Says IDC www.idc.com/getdoc.jsp?containerId=pr...
Pumptalk van Dani Cook, The Motley FoolForget Nvidia: Buy This Magnificent Artificial Intelligence (AI) Stock Instead finance.yahoo.com/news/forget-nvidia-...
Merry Christmas Intel cuts hundreds of US workers just in time for Christmaswww.techradar.com/pro/intel-cuts-hund...
nine_inch_nerd schreef op 23 december 2023 22:50 :
Merry Christmas
Intel cuts hundreds of US workers just in time for Christmaswww.techradar.com/pro/intel-cuts-hund... "Mooie" titel van het artikel. Komt heel onmenselijk over, maar zoals ook in het artikel staat zijn deze planen al lang bekend. Is het voor de betroffen werknemers nooit fijn, slecht nieuws komt nooit gelegen, Persoonlijk leed is altijd verschrikkelijk. Maar het grotere plaatje voor een veel grotere groep telt ook. (heb ooit gewerkt waar inkrimpen in personeel niet werd gedaan, wel had gemoeten, uiteindelijk failliet) Is het goed om de kosten af en toe tegen het licht te houden en er wat mee te doen.
Intel is hard bezig om haar ooit leidende positie terug te krijgen.nl.hardware.info/nieuws/88049/intel-k...
Thnx MarcoH. Was ik al van mening dat Intel een achterstand had die ze wilden inlopen, daarom in dit aandeel gestapt i.p.v. bijvoorbeeld Nvidia (mede omdat ik te laat was voor de AI hype). Maakt deze actie van Intel duidelijk dat ze er echt werk van willen maken. Zeer interessant om te volgen :-)
MorcaH schreef op 26 december 2023 09:17 :
Intel is hard bezig om haar ooit leidende positie terug te krijgen.
nl.hardware.info/nieuws/88049/intel-k... Ja, en eentje al onderweg. En tevens al die miljarden investering voor bouwen nieuwe plants/fabrieken. En vrijwel met de identieke redenen als @T. Edison enkele weken geleden ingestapt. Succes allen.
Ik bedoel maar... ;) Reuters artikel.UPDATE 1-Intel to get $3.2 billion government grant for new $25 billion Israel chip plant Tue, December 26, 2023 at 10:17 AM GMT+1 (Adds details)finance.yahoo.com/news/1-intel-3-2-bi... JERUSALEM, Dec 26 (Reuters) - Israel's government agreed to give Intel Corp a $3.2 billion grant for new $25 billion chip plant it plans to build in southern Israel, both sides said on Tuesday. The news comes as Israel remains locked in a war with Palestinian militant group Hamas in the wake of the Oct. 7 Hamas attack on Israel. The expansion plan for its Kiryat Gat site is an "important part of Intel’s efforts to foster a more resilient global supply chain, alongside the company’s ongoing and planned manufacturing investments in Europe and the United States," Intel said in a statement. In addition to the grant that amounts to 12.8% of the total investment, the chipmaker also committed to buy 60 billion shekels ($16.6 billion) worth of goods and services from Israeli suppliers over the next decade, while the new facility is expected to create several thousand jobs. Intel operates four development and production sites in Israel, including a manufacturing plant in Kiryat Gat, and employs nearly 12,000 people in the country. In June, Prime Minister Benjamin Netanyahu said Intel would build a new $25 billion chip plant in Israel but Intel until now had declined to confirm the investment. Yet Intel said construction work is already under way for the expansion of the site, including clean rooms and support buildings. A significant portion of the buildings, including the casting of piles and first floors, has been completed, it said. The new plant is due to open in 2027 and operate through 2035. ($1 = 3.6145 shekels) (Reporting by Steven Scheer; Editing by Angus MacSwan, William Maclean) NB: Intel staat al lekker voorbeurs.
:)Chip Shares Advance as Intel Stock Rises Hardika Singh Tue, December 26, 2023 at 5:07 PM GMT+1 AMD +1.24% INTC +3.93%Shares of Intel rose nearly 3% in Tuesday morning trading, outpacing the S&P 500 and the PHLX Semiconductor Index, which was up about 1%. Other chip stocks also climbed, with Advanced Micro Devices recently up 1. finance.yahoo.com/m/1de508ff-4787-3d0...
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