Intel Q2 Financial Secret: "Shhhh...We're on Allocation"
July 25, 2011
Every Semiconductor Analyst has given Intel the once over a hundred times about their slowing PC unit volume. They are looking in the wrong place because the true secret of the Q2 earnings – in my humble opinion – is that Intel’s factories are full and parts are on allocation. What???
Check it out, high-end, 8 and 10 core XEON processors introduced this spring are selling for between $100 and $1200 more on the gray market. Gray markets can act as a bleed off valve and in times of production excess parts will sell for under list while in times of shortage, a customer will make a quick buck selling out the back door to others who have an urgent need.
To read the full article, click here
Related Semiconductor IP
- DSP-Based 112G SerDes
- XTAL oscillator in TSMC-7nm
- GPU
- V-by-One Verification IP
- AI model compression IP
Related Blogs
- TSMC Financial Status Plus OIP Update!
- A Secret Weapon
- TSMC Financial Update Q4 2012!
- EDAC CEOs: consolidation, clouds, and whether Intel will buy Synopsys
Latest Blogs
- World's First Standards-Compliant 112G PHY IP for Linear Optics: A Turning Point for AI Interconnects
- One Key for Every Door: How Aliro Extends the UWB Digital Key Beyond the Car
- Reprogrammable Post-Quantum Security for SoCs: Why Crypto-Agility Matters
- Designing the Beam Steering Core for a C-Band AESA: A Look at VSI's VBF0644 GaAs Beamformer IC
- Secure Boot for embedded systems: Building a complete chain of trust