Intel – Page 16 – Jon Peddie Research

Intel going to glass for substrates

Tried in the past, it was too difficult to handle, but those problems are solved.

Also, Arm looking to Intel as possible anchor investor in IPO bid.

New design, additional features, faster delivery.

More PCIe lanes, big memory, matrix engines, ray tracing, and HDR.

Quarter to quarter, graphics add-in board shipments decreased significantly by -12.6% and
decreased by -38.2% year to year.

Claims to be the first to make it work.

Second successive substantial drop in history

All R&D doesn’t pay off, but you can’t win the lotto if you don’t buy a ticket.

Cloud gaming market could be approximately $13.3 billion by 2028.

Shows ASP adjustments and inventory rundown.

Taiwanese-based Sparkle Computer re-enters the GPU AIB consumer market.

Macroeconomics aren’t helping—wither thou, GPU?