Intel Q2 Financial Secret: "Shhhh...We're on Allocation"
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
- Chiplet Die-to-Die Interconnect IP Solution
- High speed MACsec Engine 100G/200G/400G/800G/1.6T
- Temperature/Voltage sensors
- AMBA Bus Host to eSPI Controller/Target
- AMBA Bus Host to eSPI Controller
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
- Embedded Security explained: Advanced Encryption Standard (AES)
- Cadence Demonstrates PCIe 8.0 PHY at PCI-SIG DevCon 2026
- Cadence Achieves Successful Silicon Validation of 1st IP Test Chips on Intel 18A
- From Classical CAN and CAN FD to CAN XL: Functional Safety and Security for Next-Generation In-Vehicle Communication
- Accelerating Embedded Memory Performance with 16-bit xSPI PSRAM IP