Intel’s 2025 semi final | Financial Times

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Intel Chief Executive Officer Pat Gelsinger became the first Chief Technology Officer in the early 2000s. I remember giving Silicon Valley chipmakers global leadership in semiconductor technology by explaining the importance of the “tick tack” model he introduced at the time.

He was talking about a two-year cycle. There, “tick” reduced the size of the transistor to the next level or downsizing “node”. The following year was followed by a “tock” that introduced a new microprocessor design. Then this process was repeated for the next generation.

However, its Intel clock has slowed down in recent years, and smaller optimizations have also been introduced, with Samsung and TSMC in Taiwan overtaking the company with advanced manufacturing. When Gelsinger returns After a 12-year break to take charge of the company in February, he got a tick tack model Taken home We aim to bring Intel back to leadership in 2025.

and “Intel Accelerated” event On Monday, Gelsinger detailed the roadmap to 2025. It’s not as easy to explain and understand as “tick tack”, and the new naming convention is no longer related to node size.

As Richard Waters reports, Sanjay Natarajan, Intel’s senior vice president, denied that the change was an attempt to obscure Intel’s manufacturing problems. He said the company was making a shift to make it easier to compare with its customers’ rivals as it entered the foundry market, which manufactures chips for other companies. Qualcomm and Amazon Web Services have been nominated as future customers.

Size isn’t necessarily important, performance is important, and Intel touted new packaging and interconnection advances, along with first access to state-of-the-art chip tools by 2025 that can overtake rivals. ..

Investors do not seem to be impressed given the implicit cost of capital and Intel’s inadequate performance record in recent years. Its share has fallen by more than 3 percent today.

Western governments will be encouraged as they seek to reduce their reliance on Asian chip makers. Upgrades to Intel’s fabs in the US and Europe mean that access to the latest chips will soon be closer to home. It also costs money — Kathryn Hill explains TSMC’s plans to open fabs in the US and Europe are expected to increase total cost of ownership by 25-50% compared to Asia, a business case despite strong geopolitical forces. Is weakening.

Internet of Things (5)

1. Chinese tech stocks sink
Chinese tech stocks 3rd day plunge Investors are afraid of increased regulatory crackdowns, with Tencent’s stock falling the most in 10 years after the Internet group stopped registering for its flagship app. Its share decreased by 10%, e-commerce group Alibaba decreased by 7.7%, and distribution platform Meituan decreased by 17%.

2. Tesla raises profit margin
Electric car makers have overcome serious supply chain problems in the last quarter. Improving profitability It’s boosting revenues that exceed Wall Street expectations. Elon Musk has announced that he will take advantage of the bright moments to not take part in most Tesla earnings calls. Alphaville says Tesla’s results are impressive.

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3. Civil war of NSO owners
A private equity firm that owns the Pegasus spyware provider NSO Lost control Of its own funds after the dispute between its co-founders. Investors in Novalpina Capital’s € 1 billion fund resolved this month to take control, and its ownership remained. In case you miss it This is the weekend profile Shalev Hulio, co-founder of NSO

4. Just Eat Takeaway carries the risk of hostile takeaways
One of Just Eat’s largest shareholders wants the Food Delivery Group to: Take urgent action To support stock prices to avoid hostile takeovers. Catlock Capital has accused the group’s share price of falling 27% this year due to “disruption of communication” with investors.

5. Tiger Global burns brightly in the valley
Founded in 2001, Tiger Global has become one of the most profitable technology investors, investing billions of dollars in private start-ups more than any other company.But Today’s big lead How over $ 70 billion of groups have recently gained a bad reputation for something else: A fast-paced investment style that has destabilized Silicon Valley venture capitalist clubby ranks.

Global VC trading activities with the involvement of Tiger Global

Technical Tools — Earless (1)

The world needed very little another consumer electronics company to offer earphones, and there was a ridiculous amount of hype before it went on sale. I have no ears (1) today. After this, they should get better, Wired says, And exclude puny headlines such as “almost annoying” and “Nothing’ere”. It costs just £ 99 here and $ 99 in the US, significantly cheaper than half of Apple’s AirPods, but “lightweight, long-lasting, and has a larger driver and chamber.” It also has active noise canceling, quick charging and water resistance. This is the first product from a London-based company led by OnePlus co-founder Carl Pei, and Aesthetics is a stripped-down transparency that exposes engineering for microphones, magnets, circuit boards, and more. .. Public sales will begin on August 17 in 45 countries and territories, including the United Kingdom, the United States and Canada.

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Intel’s 2025 semi final | Financial Times Source link Intel’s 2025 semi final | Financial Times

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