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Intel Investor Meeting 2014

A

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“All is not well,” said Andy Bryant, Intel’s board chairman, at the event during his opening remarks. “We are aware we’re losing lots of money trying to gain presence in the mobility space. I’m not proud of the money we’re losing, but I’m not embarrassed by it. This is the price we pay for sitting on the sidelines for a number of years. We’re fighting our way back into a market. We will improve this. We will not accept a business to lose billions of dollars. We are getting back in.”
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“For us, the data center is Intel’s next big business,” said Krzanich. “It’s already a big business and we’re saying it’ll continue to grow at 15 percent a year to at least 2018.”
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At Intel Corporation's annual investor meeting today, the company announced that its board of directors has approved an increase in its cash dividend to 96 cents-per-share on an annual basis, a 6-cent increase, beginning with the dividend that will be declared in the first quarter of 2015. Intel also provided the 2015 business outlook. "Today's dividend announcement reflects the board's confidence in Intel's strategy," said Intel Chairman Andy Bryant. "It also reflects the board's ongoing commitment to create value and return cash to Intel's stockholders."
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Full-year 2015 Business Outlook
  • Revenue: Growth in the mid-single digits.
  • Gross margin percentage: 62 percent, plus or minus two points.
  • R&D plus MG&A spending: Spending as a percent of revenue is expected to be down with spending of approximately $20 billion, plus or minus $400 million.
  • Capital spending: Approximately $10.5 billion, plus or minus $500 million.
  • Dividend: 96 cents-per-share on an annual basis, a 6-cent increase year-over-year, beginning with the dividend that will be declared in the first quarter of 2015.
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Presentations can be found here:
Intel Corporation - Presentations Material

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Why does Bill Holt compare the Intel CPU process to the "foundries"?!?!? Intel has a foundry process, right? Why not do an Apples to Apples process comparison?

This is a cheap shot at the Intel Mobile SoCs. No way will they be able to follow the Intel graph. So how is Intel going to explain the perceived deficiencies of Cherry Trail in comparison to the Apple A9x? Especially since the Apple A9x will beat Cherry Trail to market.

Bill is going to lose on this one and so will the Intel mobile group, absolutely. Intel is not quitting mobile, they are killing it.
 
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Daniel Nenni said:
FYI:

Intel 2014 Investor Meeting and 14nm Status
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This article deploys tons of technical juggernauts to reach the conclusion that Intel consistently leads in transistor density. The conclusion, however, carries little resemblance to the reality.

The following is a fact, not an estimate, nor forecast. Comparing Apple’s A8 and A8x built by TSMC to Intel’s latest Core-M processor:

A8: 2 billion transistors on 89mm2 die = 22.47 millions of transistors per mm2

Core-M: 1.3 billion on 82mm2 = 15.85 millions per mm2

Therefore, A8 packs 41.76% more transistors than Core-M. (22.47 – 15.85) / 15.85 = 41.76%)

A8x is denser than A8: 3 billion on 128mm2 = 23.44 millions per mm2. The comparison with Core-M is even more lopsided.

You can choose to believe the carefully constructed juggernauts; or, you can consider numbers from real chips.
 
Daniel Nenni said:
FYI:

Intel 2014 Investor Meeting and 14nm Status
Click to expand...
It appears that TSMC is aggressively pursuing 10nm. It may not be a sure thing that Intel will deliver 10nm chips ahead of TSMC. See news below.

“Nov 24 (Reuters) - Dutch semiconductor equipment maker ASML has received its first order for next-generation extreme ultraviolet (EUV) chip etching systems in a deal with Taiwan's TSMC.”

Nov 24, 2014
Chip equipment maker ASML sells first next-generation EUV systems | Reuters
 
user_2013101 said:
It appears that TSMC is aggressively pursuing 10nm. It may not be a sure thing that Intel will deliver 10nm chips ahead of TSMC. See news below.

“Nov 24 (Reuters) - Dutch semiconductor equipment maker ASML has received its first order for next-generation extreme ultraviolet (EUV) chip etching systems in a deal with Taiwan's TSMC.”

Nov 24, 2014
Chip equipment maker ASML sells first next-generation EUV systems | Reuters
Click to expand...
Both Intel and TSMC have said that they will be getting to 10nm using immersion. Intel (Bohr) has said it will not use EUV at 10nm. TSMC, corroborated by ASML has said that it will insert EUV in mid node as a cost reduction measure if or when it it is proven. The blogger, Kitguru, suggested that some of Intel's fabs might not be big enough to accommodate the EUV equipment. No comment on K's reliability but it is clear that delivery of a system does not affect timing per se.
 
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