Core Insights - TW Pro has launched a new feature called Quant-Level Risk Intel, aimed at providing everyday investors with advanced market risk insights similar to those used by professionals [1][2][3] - The tool simplifies complex market data, presenting risk indicators in an easy-to-read format to help users understand market volatility and shifts [3][4] Product Features - Quant-Level Risk Intel offers real-time updates on market pressure points, allowing users to stay informed about potential market changes without needing extensive financial knowledge [4][5] - The tool does not provide buy or sell recommendations but helps users make sense of market movements and adjust their trading strategies accordingly [4][5] Company Strategy - TW Pro is focused on enhancing the trading experience for individual investors by providing accessible tools that demystify market risks [6][7] - The company plans to continue developing additional tools based on user feedback to further assist retail investors in making informed decisions [7] Market Context - The launch of Quant-Level Risk Intel comes at a time when more individuals are participating in the markets, highlighting the need for better risk management tools [3][5] - TW Pro aims to empower investors by offering insights that help them navigate the complexities of market fluctuations [5][6]

Core Viewpoint - Intel is initiating layoffs as part of a restructuring plan aimed at improving efficiency and reducing organizational complexity, with CEO Pat Gelsinger indicating that layoffs are unavoidable for the company's turnaround strategy [1][2]. Group 1: Layoff Details - Intel has notified California that it plans to lay off approximately 107 employees at its Santa Clara headquarters, in compliance with the California WARN Act [2]. - The layoffs are expected to begin on July 15, with affected employees receiving either 60 days' notice or four weeks' notice along with nine weeks of pay and benefits as severance [2]. - Positions affected include various engineering roles, such as physical design engineers, cloud software architects, and product development engineers, among others [3]. Group 2: Strategic Changes - The layoffs are part of a broader strategy to cut operational expenses by $500 million this year and an additional $1 billion next year to enhance execution and operational efficiency [2]. - Gelsinger emphasized the need to balance layoffs with retaining and recruiting key talent, allowing leaders to make decisions based on the company's priorities [2]. - Intel is also planning to outsource many marketing roles to consulting giant Accenture as part of its strategy to modernize digital capabilities and focus on core customer and data center products [4][6]. Group 3: Management Restructuring - Gelsinger is seeking to reduce management positions to accelerate decision-making and reduce bureaucracy, which he identifies as a significant issue within the company [4]. - He expressed a belief that effective leaders can achieve more with fewer resources, indicating a shift in performance metrics away from team size [4].

Core Viewpoint - The article emphasizes the shift in computing architecture from complex, speculative designs to simpler, deterministic, and domain-specific architectures, aligning with Michael J. Flynn's predictions made in 2003 [1][4][15]. Group 1: Flynn's Predictions and Critique - Flynn warned against the increasing complexity of CPUs, predicting a future reliant on simpler, parallel, and domain-specific designs [1][4]. - His critique of speculative execution highlighted its vulnerabilities, particularly in light of the Spectre and Meltdown vulnerabilities that exposed the risks associated with complex CPU designs [4][15]. Group 2: Industry Response - Major chip manufacturers like Intel are re-evaluating their architectural priorities, focusing on efficiency rather than aggressive speculation [5]. - Companies such as Apple and Arm are moving towards simplified pipelines and deterministic scheduling to meet real-time and power constraints [5][6]. Group 3: Emergence of Deterministic Architectures - The rise of the open RISC-V ecosystem allows new CPU and accelerator designers to build from first principles, often without speculation [6]. - Companies like Simplex Micro advocate for deterministic execution models, reflecting Flynn's vision of prioritizing correctness and performance over peak IPC [6][10]. Group 4: AI Accelerators and Flynn's Vision - The emergence of AI accelerators, such as Google's TPU and Cerebras' Wafer Scale Engine, exemplifies the shift towards large-scale parallel and deterministic computing [9][10]. - These architectures eliminate speculative complexity, focusing instead on predictable throughput and energy efficiency, aligning with Flynn's advocacy for simplicity and domain-specific optimization [9][10]. Group 5: Domain-Specific Architectures (DSA) - Flynn predicted a split in computing towards domain-specific architectures, which has become foundational in modern chip design [12][13]. - Current hardware ecosystems are filled with DSAs that maximize performance per watt for specific tasks, moving away from one-size-fits-all CPU designs [13]. Group 6: Legacy of Simplicity - Flynn's message from 2003 remains relevant: complexity is not scalable, while simplicity is [15]. - The resurgence of dataflow architectures and explicit scheduling indicates that the industry is beginning to heed Flynn's insights, especially in areas where security, energy efficiency, and real-time reliability are critical [15][17].

My previous article on Intel Corporation (NASDAQ: INTC ) is a good example of how a stock can enter the radar screen, but not be immediately actionable. I own stocks in 3 ways: tactically (long position in small size, very long-termI'm Rob Isbitts, founder of Sungarden Investment Publishing. I run the new investing group Sungarden Investors Club, a community dedicated to navigating the modern investment climate with humility, discipline, and a non-traditional approach to income investing. I've been charting ...

Key Takeaways INTC collaborates with HP to power AI PCs like EliteBook Ultra using Intel Core Ultra processors. Intel-optimized AI apps now deliver significantly enhanced performance and enterprise functionality. Intel's AI momentum is challenged by rival chipmakers and a sharp decline in earnings forecasts.Intel Corporation (INTC) is actively taking various initiatives to gain firmer footing in the expansive AI sector. The company has been collaborating with original equipment manufacturers like HP to de ...

文 | 半导体产业纵横，作者 | 丰宁 "光刻将不再那么重要。"这句话一出便在业界引起巨大争议，这句话来源于英特尔的一位高管。 光刻机，向来被视为半导体制造的命脉。但近期多家芯片巨头释放的信息显示，未来光刻技术可能不再 是唯一选择，即便是很难抢到的High-NA EUV，也多处于"闲置"状态。 High-NA EUV光刻机，面临滞销 去年，High-NA EUV 热度很高。 ASML官网显示，其组装了两个TWINSCAN EXE:5000高数值孔径光刻系统。其中一个由ASM与imec合 作开发，将于2024年安装在ASML与imec的联合实验室中，预计2025年投入量产。另一个由英特尔在 2018年订购，2023 年 12 月，ASML正式向英特尔交付了首个High-NA EUV 光刻系统——TWINSCAN EXE:5000的首批模块。 2024 年初，这台光刻机主要组件运抵英特尔；11 月，台积电称年底前会收到 ASML 最先进的High-NA EUV光刻机。2025 年 3 月，三星在韩国华城园区引入首台 ASML 造的 TWINSCAN EXE:5000 ，成为英 特尔、台积电之后第三家购入的半导体厂 ...

Outside its factories, Intel's marketing division appears to be on the chopping block. A report from The Oregonian's OregonLive.com suggests that the company plans to outsource many of its marketing jobs to Accenture, a major consulting company, and that Accenture will use artificial intelligence to help deliver marketing services. In a note reviewed by the newspaper, the company told employees that any remaining in- house marketing teams would be lean. According to the note, Intel is betting that Accenture ...

Core Viewpoint - Intel's 18A manufacturing process is set to significantly enhance power efficiency, performance, and density compared to previous generations, marking a competitive entry against TSMC's advanced technologies [1][2][26]. Group 1: Performance and Efficiency - The 18A process is expected to achieve a 25% performance increase and a 36% reduction in power consumption compared to Intel's previous Intel 3 process [6][26]. - The density of the 18A process is projected to improve by 30%, with designs occupying approximately 28% less area than those using Intel 3 [6][26]. - The first product utilizing the 18A process will be the Panther Lake CPU, aimed at both client and data center applications [5][26]. Group 2: Technological Innovations - The 18A architecture incorporates Intel's second-generation RibbonFET (GAA) transistors and the industry's first production-ready PowerVia back-side power delivery network (BSPDN) [26][27]. - The 18A process supports a high-density SRAM cell size of 0.021 µm², achieving a density of approximately 31.8 Mb/mm², comparable to TSMC's N5 and N3E nodes [7][26]. - PowerVia technology enhances transistor density by 8% to 10% and improves RC performance of the front-side metal layers by about 12% [18][27]. Group 3: Manufacturing and Design Simplification - The 18A process simplifies manufacturing by relocating power delivery to the back side, reducing the total number of masks required and streamlining the front-end metal process [25][26]. - The design of the back-side metal layers in PowerVia features low resistance and high thermal conductivity, addressing the heat management challenges posed by high-performance transistors [25][27]. - Intel's 18A process has passed rigorous JEDEC reliability tests, confirming its durability and performance stability under various stress conditions [21][27]. Group 4: Future Developments - Following the 18A process, Intel plans to introduce the 14A node, which is expected to enhance performance-to-power ratio by 15% to 20% and improve transistor density by 1.3 times [31][33]. - The 14A node will feature a new direct contact back-side power delivery network called PowerDirect, aimed at maximizing power efficiency [31][33].

据央视新闻报道，当地时间 6 月 23 日晚，伊朗武装部队宣布对美军驻卡塔尔乌代德空军基地发动 导弹打击，声明称此举是对美军袭击伊朗核设施的回应，由伊斯兰革命卫队执行。 消息传出后，国际原油市场剧烈波动 —— 油价先短线转涨，随后因市场评估冲突影响有限而跳 水，一度较日内高位跌超 10% 。 当地时间周一，市场情绪受美联储官员鸽派表态与地缘事件短暂扰动后回归乐观，美股三大指数集 体收涨，标普 500 指数涨 0.96% ，纳指涨 0.94% ，道指涨 0.89% 。 大型科技股多数上涨，特斯拉大涨超 8% ，创 4 月 28 日以来最大单日涨幅。 Meta 涨超 2% ， 微软、奈飞涨逾 1% ，英伟达、苹果、英特尔小幅上涨；谷歌、亚马逊小幅下跌。稳定币第一股 Circle 涨超 9% ，上市以来累涨约 750% 。 热门中概股也多数上涨，纳斯达克中国金龙指数涨 0.85% 。搜狐涨近 10% ，理想汽车涨近 8% ，新东方涨超 5% ，小鹏汽车、再鼎医药涨逾 4% ，携程网涨超 3% ，百胜中国、金山云涨超 2% ，满帮、万国数据涨超 1% ；小马智行跌约 4% ，唯品会、富途控股跌超 1% 。 01 伊朗 ...

In the battle of Silicon Valley titans, Nvidia Corp NVDA is leaving Intel Corp INTC in the dust – on both the income statement and the stock chart. Despite generating almost four times as much revenue as Intel on an annualized basis, as Beth Kindig, the lead tech analyst at I/O Fund, noted on X, Nvidia trades at less than half Intel's forward price-to-earnings ratio. If that sounds backwards, you're not alone.For its last reported quarter, Nvidia grossed $44 billion in revenues. This, compared to Intel’s la ...