Intel has ARM in its crosshairs
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Chip giant isn't content dominating the PC and server markets. It wants to make gains in mobile phones, where competition is stiffer.
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The CEO of the world's largest chipmaker wants hardware developers thinking about graphics, low-power applications, and Intel's determination not to let AMD get the best of it again.
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Itanium&#39;s goals, which were lofty when the new architecture was first announced, have come down to reality. Instead of touting the 64-bit Itanium 2 as the sole architecture of the future, Intel
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Well, Intel did say - dismissively of course - that wasn&#39;t going to try to match AMD&#39;s little dual-core Opteron demo coup of last week and show off a dual-core Xeon at the Intel Developer Forum this week and - as good as its word - it didn&#39;t.
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In the fourth calendar quarter of last year, Intel made the most headway against arch-rival AMD in the server CPU market in several years, surging ahead in shipments and reportedly taking back a few points of market share. Now, AMD is working to take those points back and then some.
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With perhaps a month to go before launch, the next big computer chip remains a bit of a mystery, and so every shift in strategy by longtime rivals Intel and Advanced Micro Devices is being teased for hints of the battle to come.
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Company will break its promise to deliver a speedier chip, shifts focus to dual-core designs. Intel has confirmed its near-term plans for its desktop processors before it reaches the multicore era.
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Dell and Intel have danced this dance before, only this time the tune has changed. &quot;Historically Dell has done this because they aren&#39;t getting the response they want from Intel and then Intel
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Chipmaking giant Intel Corporation believes that its future lies in dual-core chips. Speaking at last weekâs Intel Developer Forum here, Intel President and COO Paul Otellini
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It's a big day for AMD, which is launching its Barcelona chip at last. Then Intel comes along with an earnings surprise.
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After its recent delays and missteps, chip maker sets its sights on a dual-core future. Intel will look to a multicore future during the Fall Intel Developer Forum (IDF) in San Francisco this week as it tries
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A chip capable of more than a trillion calculations per second (teraflop) is unveiled by Intel.
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After its recent delays and missteps, chip maker sets its sights on a dual-core future.
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Let's chip in on the two sides of Intel.
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Intel gets latest Itanium into "white box" systems. AMD, meanwhile, isn't willing to concede any ground.
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Chipmaker to focus on technology and features instead of megahertz.
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With Christmas just 11 days away, you have to wonder what Hector Ruiz is going to find under his tree. It&#8217;s been a terrible year for Advanced Micro Devices, and the chipmaker&#8217;s analysts conference on Thursday did nothing to spread holiday cheer.Confirming what many in the chip world had suspected for some time, CEO Ruiz and other AMD execs fessed up that bugs in its new quad-core Barcelona server and Phenom desktop chips will&#160;delay these key next-generation technologies.The technical problems will delay general availability of the fastest version of the chips for three or four months. Customers willing to settle for slower clock speeds will be able to get the processors sooner; for example, AMD will ship a 2 gigahertz version of the Barcelona first, instead of the expected 2.5 gigahertz speed. In either case, the chips will be close to a year late; the original target date was the first quarter of 2007.AMD STUMBLES AS INTEL SPEEDS AHEADThe problem couldn&#8217;t come at a worse time. AMD has struggled all year to close the performance gap between its high-end chips and Intel&#8217;s. Barcelona, the company had promised, would restore its technical supremacy. Indeed some analysts said they had expected the quad-core server chip to do just that. &#8220;At 2.5 gigahertz it would have beaten any Intel products,&#8221; said analyst Nathan Brookwood of Insight64. &#8220;But at 2 gigahertz, it&#8217;s bringing up the rear,&#8221; he said.Intel, meanwhile, has corrected many of the problems that dogged it earlier in the decade. &#8220;AMD isn&#8217;t competing against the Intel of two years ago,&#8221; said Dean McCarron of Mercury Research. Intel has had quad-core chips in the market for about a year. To be fair, its chips are based on a somewhat simpler design; Intel gets to four cores by packaging two dual-core chips together. By contrast, AMD&#8217;s design integrates four cores on one chip, a more efficient solution, said McCarron. Except that AMD&#8217;s approach reduces yields and thus raises manufacturing costs, he added.There was earlier speculation that Barcelona&#8217;s problems were related to the ATI graphics chipset, but the problem turns out to be deeper, at the chip level. AMD has said it is related to the translation lookaside buffer (TLB) in the processor&#39;s L3 cache.DOUBTS ABOUT A QUICK FIXIn the Thursday conference, analysts had expected discussion of the company&#8217;s &#8220;asset light strategy,&#8221; which will apparently entail outsourcing more manufacturing to foundries such as Chartered Semiconductor or TSMC. But they didn&#8217;t get it, and the lack of details made CEO Ruiz&#8217;s promise to return to profitability in 2008 less credible to Wall Street. AMD&#8217;s financial performance has been terrible, losing money for four straight quarters. Part of the reason: Intel and AMD have engaged in a bloody price war, a struggle that has been very tough on the smaller company&#8217;s profit margins. But the Barcelona and Phenom delays are serious self-inflicted wounds.AMD&#8217;s stock lost another few points yesterday and has now shed about 40% in the last two months and a bone-jarring 56% since the beginning of the year. At $8.84 a share, Thursday&#8217;s closing price, the stock is at its lowest ebb since the summer of 2003. Ironically, AMD has so far&#160;rewarded Ruiz with pay raises.