Hardware Podcasts

Episode 51: Intel Earnings and Foundry Trends

The Circuit · 29 Jan 2024 · 37m · Episode 53

What this episode covers

Hosts Ben Bajarin and Jay Goldberg analyze Intel's Q4 2023 earnings and abysmal Q1 guidance, highlighting the company's struggle to regain investor confidence amid strong competition from Nvidia in the data center. They discuss Intel's strategic partnership with UMC to expand trailing-edge capacity and the potential for specialized 'mid-edge' processes, while noting the challenges of modeling FPGA businesses like PSG and Mobileye. The conversation concludes with Intel's three-part turnaround plan: fixing manufacturing, creating marketable products, and making Intel Foundry Services (IFS) profitable.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Intel, UMC, Nvidia, AMD, PSG, Mobileye, Lattice, TSMC, GlobalFoundries, Tower Semiconductor, Altera, Xilinx
Products
Meteor Lake
Also
28 nanometer, 20A, 18A

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