Alexey Navolokin’s Post

And when you think that "Back in the ’70s, AMD was pumping out computer chips. By the ’80s, it was a second-source supplier for Intel. After AMD and Intel parted ways, AMD reverse engineered Intel’s chips to make its own products that were compatible with Intel’s groundbreaking x86 software. Intel sued AMD, but a settlement in 1995 gave AMD the right to continue designing x86 chips, making personal computer pricing more competitive for end consumers." (source: https://lnkd.in/dGpxTGbh) This could be a great story for #riskmanagement, #intellectualproperty, #NDAs and more ....

🚀 AMD's brand recognition has surpassed Intel, with a remarkable 53% growth in brand value since 2023. According to Kantar's 2024 BrandZ report, AMD ranks 41st, surpassing Intel, Texas Instruments, and Samsung. The tech wave has been a game-changer, with AMD's brand value reaching $51.86 million in the "Business Technology and Services" category. Kantar credits AMD's success to its innovation in AI and spatial computing, areas where it has excelled. Meanwhile, Intel's growth has been modest in comparison, ranking 48th with only a 29% growth since 2023. AMD has successfully secured a spot in the top 10 fastest-growing brands of 2024, nearly all of which are tech-related. The top 5 most valuable brands of 2024 include Apple, Google, Microsoft, Amazon, and McDonald's. Join INSIDE Google News for the latest in tech and explore further readings on AMD and Intel. #TechTrendsetter #AMDvsIntel 📈🔝 https://ift.tt/NQhaVtj

💡 Intel Inside: The Heart of Innovation Since '68 💡 Who doesn't remember the catchy "Intel Inside" tagline? Since its founding in 1968, Intel has been a driving force in the tech world, continually pushing boundaries. This tagline perfectly sums up Intel’s strategic position as the powerhouse behind computing innovation. Ever wondered how they developed such effective messaging? In the late '90s, Intel faced a tough question: How to market a product that's invisible and not directly consumed? To address this, they took two key steps: #1: Ingredient Branding Campaign—Intel Inside They promoted Intel as a key component in computing devices, turning a hidden product into a household name. This approach made Intel a trigger for buying decisions. This messaging resonated with a broad audience, from big businesses to individual consumers. So whether you're a tech whiz or just a casual user, chances are you prefer Intel-powered devices and this is a true testament to the brand's legacy and strong messaging. #2: Sonic Branding and the Peak-End Rule Intel associated their brand with a memorable sound, the iconic Intel jingle. The Peak-End Rule suggests people judge experiences by their peak moments and how they end. Intel's ads brilliantly used these ideas, always ending with their iconic tune—"Intel. Do Something Wonderful." This sound has become synonymous with Intel, creating a positive impression and making the Intel logo and jingle unforgettable. With a clear value proposition, Intel has become a symbol of trust and excellence in tech. For me, Intel is the gold standard of exceptional positioning and messaging! 🚀 Which is your favorite brand for remarkable positioning and messaging? #IntelInside #IconicBrands #IngredientBranding #SonicBranding #MarketingStrategy

Will Intel Topple TSMC with 18A? Remember waiting ages for your phone to load? Yeah, no thanks! But imagine things even FASTER - that's the promise of Intel's new "18A" chip tech. Think shrinking your phone to the size of a rice grain, but WAY more powerful! Here's the scoop: Miniaturization Mania: 18A uses even tinier building blocks for chips, like shrinking your house to a toy car! This means more power and speed in the same space. TSMC, Take Notice!: Intel's not just playing anymore. They're building a "chip factory for everyone," even rivals! This could shake things up. Microsoft Jumps In: Even tech giants like Microsoft are trusting Intel with their next big chip. That's a BIG deal! So, how does this affect you? Faster Everything!: Get ready for smoother gaming, quicker downloads, and AI that actually understands you! ⚡ Innovation Explosion: This tech race could lead to even cooler stuff, like self-driving cars that actually work! The Future is Now: Get ready for a wild ride in the world of chips! Buckle up, grab your popcorn, and let the games begin! What do you think? Is Intel's plan a game-changer, or just hype? Share your thoughts in the comments! #Intel #TSMC #ChipWars #Innovation #Future #Tech #LetsGetChipy

"Intel-ligent Moves: Why’s Intel Separating Its Businesses?" Intel's announcement yesterday to spin off it's Programmable Solutions Group (PSG) business is another step in it's strategic shift. In the last five years, Intel has sold or spun off at least seven different businesses. A few big decisions include - 🚀 Selling its memory chip division to SK hynix  🚀 Spinning off Mobileye - its automotive ADAS technology company 🚀 Selling IMS Nanofabrication - chips equipment manufacturing company to #TSMC 🚀 Selling smartphone modem business to #Apple So what's driving intel to make these moves? The answer lies in the state of the industry. The semiconductor industry is experiencing a shift towards disintegration (separation of businesses horizontally or vertically). This change is driven by the increasingly varying needs for skillsets, specializations, competencies, and capital intensity along the value chain and across various verticals within an industry. We've witnessed this shift as pureplay design/fabless players like #NVIDIA and #Qualcomm, along with contract manufacturers like TSMC, have been dominating the market. #AMD took a similar route, spinning off its foundry business into Global Foundries. Now, Intel Corporation traditionally known for its integrated structure, is cautiously embracing this transition. By shedding non-core assets, intel aims to - 🔍 Rebuild focus on core competencies 🔍 Develop a stronger competitive edge and operational efficiency 🔍 Unlock shareholder value by offering more direct and focused investment choices 🔍 Achieve more efficient capital allocation 🔍 Be more agile in its response to market trends 🔍 Expect more accurate / higher market valuation with better analyst coverage The big question now is how far Intel will take this transformation. With its IDM 2.0 strategy focusing on doubling down on its foundry business, we're left wondering if Intel will eventually separate its design arm from foundry/manufacturing services. What are your thoughts on this strategic shift? - Pranav Phatak #strategy #semiconductor #Intel #businessmodels

🚀 Exciting News from Intel! 🌐💻 Intel is charting a path to the future of chip technology! 🌟 The groundbreaking Intel 10A (1nm) chip is set to debut in late 2027, showcasing Intel's unwavering commitment to innovation. 🎉 Meanwhile, the Intel 14A (1.4nm) node gears up for production in 2026, reaffirming Intel's leadership in semiconductors. 🌐 Global Expansion in Full Swing! 🌍💼 Beyond chip development, Intel is investing $100 billion in a global expansion over the next five years. New production sites and expansions worldwide will fortify Intel's supply chain, ensuring global resilience. 🔧 AI Revolutionizing Production! 🤖🏭 Embarking on a '10X moonshot,' Intel integrates AI into every aspect of production. Meet the "Cobots" – AI-powered collaborative robots working alongside humans, bringing a new era of efficiency and innovation to Intel's manufacturing. 🌐 Intel Foundry Services Soaring! 📈💼 Eyeing the goal of becoming the world's second-largest foundry by 2030, Intel Foundry Services is actively pursuing partnerships. Stu Pann, SVP and GM, shares insights into Intel's vision and strategy, shaping the future of technology. Ref Link:- https://lnkd.in/drrUbuV9 Exciting times as Intel spearheads the tech revolution! 🚀💻 #intel #innovation #semiconductors #ai #techadvancements

Although many analysts think Intel is not a good investment, I just got more position in Intel. Here is my rationale for the bull case 👇 ➡ IMHO, their CEO, Pat Gelsinger is within the top 5 CEOs in the world ➡If there will be large-scale production of chips in the USA, it will be Intel factory (although, they are already behind the schedule for the Arizona and Ohio factories) ➡GPUs are not the only winners of the AI revolution  ➡Intel has already landed a customer for its automotive AI chips ➡Demand for PCs is going up Looking at all of these, the near-to-medium term looks optimistic. #chips #artificialintelligence #ai #gpu

#Intel is one of the few #semiconductor companies that both designs and builds its own #chips, while rivals like #Qualcomm and #Apple rely on foundry manufacturers for their chip designs. For a long time, Intel has been pursuing cutting-edge chips to power its data center and consumer #PC products. At the #MeteorLake chip launch in New York last year, Intel CEO Pat Gelsinger hinted at the company's future direction, noting that the company is on track to integrate five new nodes within four years, including the Intel 7, Intel 4, Intel 3, Intel 20A and Intel 18A. The foreign media reported that Intel is focused on integrating emerging technologies such as #artificialintelligence and core-grain, and that the company's core-grain technology eliminates the distinction between server and client products, enabling the company to assemble chips based on customer demand. In this way, the company can quickly produce customized chips for specific industries. Previously, foreign media reported that under the leadership of CEO Pat Gelsinger, Intel is investing billions of dollars to build factories on three continents to restore its dominance in chip manufacturing and better compete with rival #AMD. In addition to a new chip factory in Israel, Intel will also build new #chipfactories in eastern Germany and central Ohio. #ElectronicComponents #ICHOME

"Intel's stronger-than-expected Q2 results offer a glimmer of hope for analysts and investors, with shares up about 5% this morning. Here are the key insights from the report: - Beat expectations on top and bottom lines - Struggled in previous quarters with inventory clearance and AI-centric retooling - Wall Street analysts largely cheered the results, driven by PC sales - Structural issues remain, cautioning significant headwinds - Spending on Nvidia GPUs impacting Intel and AMD CPUs - Data center market weakness expected to persist - Challenges ahead with corporate spending shifting towards AI - Continued pressures in server chip sales and competition from graphics processors While Intel's results were better than expected, challenges remain. What are your thoughts on the future of Intel in the AI-driven market? Share your insights. #Intel #AI #TechIndustry #MarketTrends" Note: The article highlighted Intel's stronger-than-expected Q2 results and the reactions of Wall Street analysts. The summary provides an outline of the key insights from the article while remaining impartial. The closing question encourages engagement and discussion among the audience. Relevant hashtags are included to increase visibility and reach. https://lnkd.in/ernvi27b

"Intel's stronger-than-expected Q2 results offer a glimmer of hope for analysts and investors, with shares up about 5% this morning. Here are the key insights from the report: - Beat expectations on top and bottom lines - Struggled in previous quarters with inventory clearance and AI-centric retooling - Wall Street analysts largely cheered the results, driven by PC sales - Structural issues remain, cautioning significant headwinds - Spending on Nvidia GPUs impacting Intel and AMD CPUs - Data center market weakness expected to persist - Challenges ahead with corporate spending shifting towards AI - Continued pressures in server chip sales and competition from graphics processors While Intel's results were better than expected, challenges remain. What are your thoughts on the future of Intel in the AI-driven market? Share your insights. #Intel #AI #TechIndustry #MarketTrends" Note: The article highlighted Intel's stronger-than-expected Q2 results and the reactions of Wall Street analysts. The summary provides an outline of the key insights from the article while remaining impartial. The closing question encourages engagement and discussion among the audience. Relevant hashtags are included to increase visibility and reach. https://lnkd.in/eBzuYGef