GlobalFoundries to supply ‘secure’ chips to Lockheed Martin
Also, Arm looking to Intel as possible anchor investor in IPO bid.
The new Market Watch for Q1’23
New design, additional features, faster delivery.
Intel’s new workstation AIB with the Arc Pro A60
More PCIe lanes, big memory, matrix engines, ray tracing, and HDR.
The graphics add-in board market continued its correction in Q1 2023
Quarter to quarter, graphics add-in board shipments decreased significantly by -12.6% and
decreased by -38.2% year to year.
Intel decouples backplane power from its RibbonFET transistors
Claims to be the first to make it work.
PC GPU shipments decreased by -14.0% sequentially from last quarter and decreased an astounding -43% year to year.
Second successive substantial drop in history
Investing in the future
All R&D doesn’t pay off, but you can’t win the lotto if you don’t buy a ticket.
Intel updates software for Windows cloud gaming
Cloud gaming market could be approximately $13.3 billion by 2028.
Desktop CPU shipments down, notebook not too much
Shows ASP adjustments and inventory rundown.
Intel gains new add-in board partner, Sparkle
Taiwanese-based Sparkle Computer re-enters the GPU AIB consumer market.
Intel continues to face rough times
Macroeconomics aren’t helping—wither thou, GPU?
Intel Q1 2023 financial results
Sales were down, but the loss was less than expected; revenue of $11.7 billion was better than the $11.1 billion predicted, but still down 36.3% YoY.