Intel has made some games to showcase developer challenges #intelon removes hand coded cuda code and replaces it with oneapi. Replace FP32 with INT8 VNNI on 4th gen Xeon.
Announcing Intel ONDEMAND. Activate features on your Xeon CPU (?) They skipped over this slide
Announcing Geti for computer vision training, commercial availability Q4 #IntelON
Vision AI food management platform. Eliminate visual monitoring of food production. Uses RealSense (I thought that was mothballed?) #IntelON
How much salsa. Looks like needs more chips #intelon
Now talking about game QA and VDI
Running 8 game instances in VR using hybrid mode and hybrid core cpus
Intel Raptor Lake, Core i9-13900K, 5.8G, coming next month. Best gaming cpu. #intelon Best platform on the market, says pat. 6.0 GHz coming early next year.
50+ processors coming though the lifespan of 13th Gen
I asking the Q&A about customers buying Intel chiplets and getting them packaged elsewhere
On graphics, Pat recommits to the 3 gpu family (integrated, discrete, enterprise) for the long run. #IntelON Next gens in rapid development. Intel will be there. @RajaXg adds comments.
Comments about foundry due to @TheKanter question: to be a player you have to have volume. Intel is all about volume customers. Lots of fab build out to match that. Questions about which customers will pivot, but still
Question on downtown, recession, and capex build. @PGelsinger speaks about managed risk, recessions only last few Q, not years, whereas fab built out takes years, product dev takes years. Can't be driven by near term financials. Still need to manage, but invest longterm #IntelON
Q from @markhachman about AI in the consumer space. @PGelsinger responds saying 'can't say much because meteor lake hasn't been launched'. Talks about bringing user experience and standards across all Intel platforms with diff optimization points
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Short Course 1 from #iedm24 today. TSMC giving some detail about the state of the industry. Some highlights.
#1 3D Stacking is expected to go to 3 micron pitch by 2027.
#2 A16-based AI accelerators in 2027 with CoWoS-L and 12xHBM4. But even those 2025/2026 designs look cool - six compute die, 12xHBM3e. Next gen MI400 from AMD maybe?
#3 WiFi 8 to show life in 2027/2028. WiFi 8 at 10 Gbps may need as much as 30 TOPs and TSMC N4 to achieve peak perf. Could do it in N16, but big chip with lots of power.
Sucks that still so much WiFi 4 will still be being installed.
$INTC margins crater for 2024 Q3.
DCAI/NEX up, rest down 🧵
vs 23Q3
💵 Revenue $13.3b, down 6% (Guide 13b)
📈 Gross Margin 15% GAAP, down 27.5pp (Guide 34.5)
💰 Net Income -$16.6b, down from $0.3b
🪙 EPS -$3.88, down from $0.07
Outlook:
💵 Revenue $13.8b, +- $500m
📈 GM 36.5%
➡️Foundry $4.35b, down 8% from $4.83b
➡️DCAI $3.35b, up 9% from $3.08b
➡️CCG $7.33b, down 7% from $7.87b
➡️NEX $1.51b, up 4% from $1.45b
➡️Altera $0.41b, down 44% from $0.74b
➡️MBLY $0.48b, down 8% from $0.53b
Employee count, as of Sep 28, is at 124.1k - down 1200 from last quarter. Not quite the 15k announced quite yet.
$AMD hits a record quarter for 2024 Q3. Their best ever. 🧵
💵 Revenue $6.819b, up 18% YoY
📈 Gross Margin 54%/50%, up 3pp YoY
💰 Op Income $724m, up from 224m
🪙 EPS $0.47, up 161%
Outlook:
💵 Revenue $7.5b, +- $300m
📈 GM 54%
Datacenter - EPYC, Instinct
➡️ Revenue $3.549b, up 122% YoY from $1.598b
➡️ Operating Income $1.041b, up from $0.306b
➡️ Operating Margin 29% , up from 19% YoY
Launched Turin, MI325X. Strong cloud pickup on MI300X, announced the acquisition of ZT Systems.
Client - Ryzen, Ryzen AI
➡️Revenue $1.881b, up 29% YoY from $1.453b
➡️Operating Income is $276m, up from $140m YoY
➡️Operating Margin is 15%, up from 10% YoY
New Ryzen AI 300 mobile devices, ramped Ryzen 9000 desktop, X3D due 7th Nov.