Intel takes Covid very seriously. (Source: Intel) Intel reported its fiscal year and fourth-quarter results for 2021. The company beat Wall Street expectations on revenue, and gross margin, even though it was down from Q3’21. Hitting $20.5 marked the highest quarterly and full-year revenue ever for the company. Intel advanced its IDM 2.0 strategy and announced a new U.S. … Read more
The gunfighters are circling the corral and their fingers are twitching. In-play is the opportunity presented by Arm. As if it’s not enough that Arm owns mobile phones, automotive, consumer electronics, industrial appliances, and it has a growing role in the datacenter, Apple has proven that Arm can take over in personal computing, and even workstations. There are a lot … Read more
The gunfighters are circling the corral and their fingers are twitching. In-play is the opportunity presented by Arm.
AMD reported revenue for the third quarter of 2021 of $4.3 billion, an operating income of $948 million, and a net (GAAP) profit of $923 million. “AMD had another record quarter as revenue grew 54% and operating income doubled year-over-year,” said AMD president and CEO Dr. Lisa Su. “3rd Gen EPYC processor shipments ramped significantly in the quarter as our … Read more
AMD announced revenue of $3.85 billion for the second quarter of 2021, operating income of $924 million, net income of $710 million. “Our business performed exceptionally well in the second quarter as revenue and operating margin doubled and profitability more than tripled year-over-year,” said AMD president and CEO Lisa Su. “We are growing significantly faster than the market with strong … Read more
Nvidia, the company that makes the most sought-after GPUs, reported an 84% increase in sales last quarter. The company reported record revenue for the first quarter ended May 2, 2021, of $5.66 billion, up 84 percent from a year earlier and up 13 percent from the previous quarter, with record revenue from the company’s Gaming, Data Center and Professional Visualization … Read more
AMD announced revenue for the first quarter of 2021 of $3.45 billion, operating income of $662 million, net income of $555 million. “Our business continued to accelerate in the first quarter driven by the best product portfolio in our history, strong execution and robust market demand,” said Dr. Lisa Su, AMD president and CEO. “We had outstanding year-over-year revenue growth … Read more
First-quarter revenue exceeded Intel’s January guidance by $1.1 billion, said the company, led by continued strong PC demand. PC unit volumes were up 38% YoY, and notebook volumes set a new Intel record. The company also saw an initial recovery of Enterprise and Government sales in the Data Center Group (DCG). Intel also achieved better-than-expected revenue in their Internet of Things … Read more
Arm showed its first new architecture in a decade at its recent one-day virtual conference. Arm introduces their v9 design and provided their macro view of future semiconductor development. As it turns out, from Arm’s perspective, Arm devices will control the world. All data will either be generated, processed, or transferred through and by an Arm device. Arm says it … Read more
Nvidia reported record revenue for the fourth quarter ended 31 Jan 2021, of $5 billion, up 61% from $3.1 billion a year earlier, and up 6% from $4.7 billion in the previous quarter. The company’s Graphics business revenue was $3 billion, up 10% from last quarter and up 47% from last year. “Q4 was another record quarter, capping a breakout … Read more
Fourth-quarter revenue was $20.0 billion, exceeding the company’s October guidance by $2.6 billion but down 1%-year-over-year (YoY). Full-year revenue set an all-time Intel record of $77.9 billion, up 8 % YoY. The company delivered impressive fourth-quarter earnings per share (EPS) of $1.42 ($1.52 on a non-GAAP basis, exceeding its October guidance by 42 cents). In 2020, Intel generated a record … Read more
Under some pressure from activist investment firm Third Point, Intel has announced plans to bring in Pat Gelsinger to be the company’s CEO. Gelsinger, who had successfully run EMC and then VMware, was previously at Intel as the SVP and GM of the Digital Enterprise Group. The irony that absolutely nobody has missed is that Gelsinger left Intel in 2009 … Read more
