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[Bofferbrauer2]

JEMC said:

Bofferbrauer2 said:

Intel just released their earnings report.

While they are flat YoY in revenue (20.2B to 20B dollar), but both the gross margin and the operational margin took a hit. The former dropped from 58.8 to 56.8 percent, and the latter dropped from 33.6 to 29.5 percent. As a result, the net income dropped from 6.9B to 5.9B dollar, and the earnings per share from 1.58$ to 1.42$.

Interestingly, PC is almost the only sector that's up (by 9% no less), while most datacenter operations are down 16% YoY.

Also, Rocket Lake is apparently already shipping to resellers, so  the official launch can't be too far off anymore. On the other hand, Ice Lake SP has only started production, so it'll take a couple months before those Xeon (and potentially HEDT) chips can launch, too.

https://www.intc.com/news-events/press-releases/detail/1439/intel-reports-fourth-quarter-and-full-year-2020-financial

Interesting numbers, thanks.

I wonder how much of that datacenter loss is because of AMD (and IBM and ARM) gaining ground, and how much because some companies decided to postpone that investment because of Covid.

I think it's more due to companies buying servers en masse during spring and summer last year to be able to get their employees to work from home. Since many bought their servers earlier or bigger than planned due to Covid, sales of servers in general should be lower this year than last year.

I do expect AMD to have a slight increase, but not nearly enough to cover the loss of sales from Intel.