dáva medzikvarálny pokles -17,4% a to ešte je obrat v Q1 2022 navýšený o AI oproti pôvodne Data Center Group (DCG).
Ba čo horšie pre Intel sú marže v porovnaní s AMD
GAAP
Gross Margin 48%
Uvidíme v utorok okolo 22:00 CEST , keď oznámi výsledky za Q1 AMD
Ale keďže server CPU nie sú
Report: Server Chip Shortage Worsens, Intel and AMD in Tight Supply
published July 02, 2021
ICs for servers and datacenters, the problem is worsening, with delivery lead times for some critical server chips extending to 52 – 70 weeks.
published 22 days ago
Industry sources speaking to Nikkei Asia are painting a somewhat dreary picture as to the current and future supply of electronics. According to the publication, chipmakers attempting to expand their production capacity are being met with increasingly long lead times, some reaching the 18-month mark. https://www.tomshardware.com/news/18-month-delay-for-semiconductor-manuf...
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Je komentář přínosný?
Keby len
Peter Fodrek https://diit.cz/profil/fotobanew
29. 4. 2022 - 07:25https://diit.cz/clanek/instinct-mi300-cipletove-modularni-trojvrstvy-konfigurovatelny/diskuseKeby len
Intel server divízia
Q1 2021
Three Months Ended Apr 2, 2022(In Millions)
Datacenter and AI 6,034
https://www.intc.com/news-events/press-releases/detail/1541/intel-reports-first-quarter-2022-financial-results
vs
Q4 2021 vs. Q4 2020
DCG $7.3 billion up 20%
https://www.intc.com/news-events/press-releases/detail/1522/intel-reports-fourth-quarter-and-full-year-2021-financial
dáva medzikvarálny pokles -17,4% a to ešte je obrat v Q1 2022 navýšený o AI oproti pôvodne Data Center Group (DCG).
Ba čo horšie pre Intel sú marže v porovnaní s AMD
GAAP
Gross Margin 48%
vs AMD
Q4 2021
Gross margin % 50%
AMD expects non-GAAP gross margin to be approximately 50.5 percent in the first quarter of 2022.
https://ir.amd.com/news-events/press-releases/detail/1044/amd-reports-fourth-quarter-and-full-year-2021-financial
Uvidíme v utorok okolo 22:00 CEST , keď oznámi výsledky za Q1 AMD
Ale keďže server CPU nie sú
Report: Server Chip Shortage Worsens, Intel and AMD in Tight Supply
published July 02, 2021
ICs for servers and datacenters, the problem is worsening, with delivery lead times for some critical server chips extending to 52 – 70 weeks.
DigiTimes pointed to Mitac being unable to satisfy 20-30% of orders due to shortage of chips.
https://www.tomshardware.com/news/report-server-chip-shortage-worsens-as-intel-amd-in-tight-supply
published 22 days ago
Industry sources speaking to Nikkei Asia are painting a somewhat dreary picture as to the current and future supply of electronics. According to the publication, chipmakers attempting to expand their production capacity are being met with increasingly long lead times, some reaching the 18-month mark.
https://www.tomshardware.com/news/18-month-delay-for-semiconductor-manufacturing-equipment
https://diit.cz/clanek/instinct-mi300-cipletove-modularni-trojvrstvy-konfigurovatelny/diskuse#comment-1373218
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Ahoj Peter, nevieš náhodou, čo je s tým úžasným procesorom Tachyum od slovenského designéra? V tejto dobe som čakal, že sa už bude minimálne predávať vo forme vzoriek tretím stranám na skúšanie... Začína to pripomínať Intel sľubotechnu :(
+1
0
-1
Je komentář přínosný?
Ahoj Peter, nevieš náhodou,
kypec https://diit.cz/profil/kypec
29. 4. 2022 - 12:02https://diit.cz/clanek/instinct-mi300-cipletove-modularni-trojvrstvy-konfigurovatelny/diskuseAhoj Peter, nevieš náhodou, čo je s tým úžasným procesorom Tachyum od slovenského designéra? V tejto dobe som čakal, že sa už bude minimálne predávať vo forme vzoriek tretím stranám na skúšanie... Začína to pripomínať Intel sľubotechnu :(https://diit.cz/clanek/instinct-mi300-cipletove-modularni-trojvrstvy-konfigurovatelny/diskuse#comment-1373232
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Asi myslíte Prodigy od firmy Tachyum.. To je ale US firma spoluzaložená slovákom Radom Danilákom.
Edit:
V Bratislave je iba SW tým na vývoj tollchain-u
End Edit:
Tam vzorky sú
Tachyum Successfully Runs FreeBSD in Prodigy Ecosystem; Expands Open-Source OS Support
Apr 11th, 2022
The company intends to continue to expand applications ported and tested for FreeBSD in addition to Linux.
29. 4. 2022 - 12:17https://diit.cz/clanek/instinct-mi300-cipletove-modularni-trojvrstvy-konfigurovatelny/diskuseAsi myslíte Prodigy od firmy Tachyum.. To je ale US firma spoluzaložená slovákom Radom Danilákom.
Edit:
V Bratislave je iba SW tým na vývoj tollchain-u
End Edit:
Tam vzorky sú
Tachyum Successfully Runs FreeBSD in Prodigy Ecosystem; Expands Open-Source OS Support
Apr 11th, 2022
The company intends to continue to expand applications ported and tested for FreeBSD in addition to Linux.
The validation of FreeBSD extends Tachyum's support for open-source operating systems and tools, including Linux, Yocto Project, PHP, MariaDB, PostgreSQL, Apache, QEMU, Git, RabbitMQ, and more.
https://www.techpowerup.com/293787/tachyum-successfully-runs-freebsd-in-prodigy-ecosystem-expands-open-source-os-supporthttps://diit.cz/clanek/instinct-mi300-cipletove-modularni-trojvrstvy-konfigurovatelny/diskuse#comment-1373233
+
R.I.P Aurora
Keby len
Intel server divízia
Q1 2021
Three Months Ended Apr 2, 2022(In Millions)
Datacenter and AI 6,034
https://www.intc.com/news-events/press-releases/detail/1541/intel-report...
vs
Q4 2021 vs. Q4 2020
DCG $7.3 billion up 20%
https://www.intc.com/news-events/press-releases/detail/1522/intel-report...
dáva medzikvarálny pokles -17,4% a to ešte je obrat v Q1 2022 navýšený o AI oproti pôvodne Data Center Group (DCG).
Ba čo horšie pre Intel sú marže v porovnaní s AMD
GAAP
Gross Margin 48%
vs AMD
Q4 2021
Gross margin % 50%
AMD expects non-GAAP gross margin to be approximately 50.5 percent in the first quarter of 2022.
https://ir.amd.com/news-events/press-releases/detail/1044/amd-reports-fo...
Uvidíme v utorok okolo 22:00 CEST , keď oznámi výsledky za Q1 AMD
Ale keďže server CPU nie sú
Report: Server Chip Shortage Worsens, Intel and AMD in Tight Supply
published July 02, 2021
ICs for servers and datacenters, the problem is worsening, with delivery lead times for some critical server chips extending to 52 – 70 weeks.
DigiTimes pointed to Mitac being unable to satisfy 20-30% of orders due to shortage of chips.
https://www.tomshardware.com/news/report-server-chip-shortage-worsens-as...
published 22 days ago
Industry sources speaking to Nikkei Asia are painting a somewhat dreary picture as to the current and future supply of electronics. According to the publication, chipmakers attempting to expand their production capacity are being met with increasingly long lead times, some reaching the 18-month mark.
https://www.tomshardware.com/news/18-month-delay-for-semiconductor-manuf...
Ahoj Peter, nevieš náhodou, čo je s tým úžasným procesorom Tachyum od slovenského designéra? V tejto dobe som čakal, že sa už bude minimálne predávať vo forme vzoriek tretím stranám na skúšanie... Začína to pripomínať Intel sľubotechnu :(
Asi myslíte Prodigy od firmy Tachyum.. To je ale US firma spoluzaložená slovákom Radom Danilákom.
Edit:
V Bratislave je iba SW tým na vývoj tollchain-u
End Edit:
Tam vzorky sú
Tachyum Successfully Runs FreeBSD in Prodigy Ecosystem; Expands Open-Source OS Support
Apr 11th, 2022
The company intends to continue to expand applications ported and tested for FreeBSD in addition to Linux.
The validation of FreeBSD extends Tachyum's support for open-source operating systems and tools, including Linux, Yocto Project, PHP, MariaDB, PostgreSQL, Apache, QEMU, Git, RabbitMQ, and more.
https://www.techpowerup.com/293787/tachyum-successfully-runs-freebsd-in-...
k***y sikmooke ho sabotuji:
https://www.theregister.com/2022/08/03/chip_upstart_alleges_cadence_sabo...
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