18A chip
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Intel shares slip on reports Nvidia halted 18A chip test
Proactiveinvestors NA· 2025-12-24 14:13
About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...
We're starting to see some hope that Intel can pull it off, says Constellation's Ray Wang
Youtube· 2025-10-24 11:53
Core Insights - Intel's recent quarterly report indicates stronger than expected revenue, suggesting a resurgence in demand for its Core x86 processors for PCs [1] - The company's stock has reacted positively, with a noted 81% increase over three months, reflecting market optimism about domestic chip production [3] Financial Performance - Intel has successfully reduced costs by 20% and achieved improved margins, which is a positive sign for its financial health [5] - The company is transitioning to producing 1.8 nanometer chips from the current 3 nanometer technology, which is expected to enhance performance and reduce power consumption [6] Market Dynamics - The involvement of the government in Intel's operations, particularly in the context of national security and domestic production, is seen as a significant factor influencing the company's prospects [4][13] - There are concerns about Intel's ability to secure orders for its new chips, which will be critical for its turnaround [7][9] Competitive Landscape - The potential for competition from other chip manufacturers, such as Nvidia and Apple, is highlighted, particularly as the industry evolves with new technologies [6] - The risk remains that if Intel fails to deliver on its new chip production or if the market becomes oversaturated, it could struggle to maintain its position [8][9]