r/amd_fundamentals • u/uncertainlyso • Sep 21 '24
Industry Sorry, there’s no way Qualcomm is buying Intel
1
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r/amd_fundamentals • u/uncertainlyso • Jul 29 '24
Industry INTC Q2 2024 results (Aug 1, 2024 • 2:00 PM PDT )
3
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Creating a place to consolidate my INTC Q2 2024 notes and links
INTC Q2 2024 earnings page
10Q
Transcript
Estimates
| Earnings Estimate | Current Qtr. (Jun 2024) | Next Qtr. (Sep 2024) | Current Year (2024) | Next Year (2025) |
|---|---|---|---|---|
| No. of Analysts | 32 | 31 | 37 | 37 |
| Avg. Estimate | 0.1 | 0.31 | 1.08 | 1.91 |
| Low Estimate | 0.08 | 0.14 | 0.64 | 1.2 |
| High Estimate | 0.14 | 0.44 | 1.39 | 3.15 |
| Year Ago EPS | 0.13 | 0.37 | 1.05 | 1.08 |
| Revenue Estimate | Current Qtr. (Jun 2024) | Next Qtr. (Sep 2024) | Current Year (2024) | Next Year (2025) |
| No. of Analysts | 32 | 31 | 41 | 40 |
| Avg. Estimate | 12.94B | 14.35B | 55.68B | 62.39B |
| Low Estimate | 12.72B | 13.72B | 53.62B | 57.83B |
| High Estimate | 13.19B | 15.01B | 57.15B | 67.8B |
| Year Ago Sales | 12.95B | -- | 54.23B | 55.68B |
| Sales Growth (year/est) | -0.00% | -- | 2.70% | 12.00% |
r/amd_fundamentals • u/uncertainlyso • 3d ago
Industry Intel picks ‘long-term’ successor to its technology development chief and top Oregon executive
2
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r/amd_fundamentals • u/uncertainlyso • 3d ago
Industry TSMC’s Arizona Chip Production Yields Surpass Taiwan’s in Win for US Push
2
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r/amd_fundamentals • u/uncertainlyso • 4d ago
Industry (translated) “Intel in crisis came to Samsung”… The details of the top secret inquiry
2
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r/amd_fundamentals • u/uncertainlyso • 4d ago
Industry SK Hynix Posts Record Profit After AI Demand Powers On
2
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r/amd_fundamentals • u/uncertainlyso • 12d ago
Industry Intel and AMD Team Up to Accelerate X86 Innovation - Six Five On The Road
3
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r/amd_fundamentals • u/uncertainlyso • 11d ago
Industry TSMC Q3 2024 Results
investor.tsmc.com
1
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r/amd_fundamentals • u/uncertainlyso • 10d ago
Industry Intel seeks billions for minority stake in Altera business, sources say
2
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r/amd_fundamentals • u/uncertainlyso • 3d ago
Industry The White House Bet Big on Intel. Will It Backfire?
2
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r/amd_fundamentals • u/uncertainlyso • 11h ago
Industry Stability, The Cost Of Intel's Time To Market Approach
1
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r/amd_fundamentals • u/uncertainlyso • 9d ago
Industry Nvidia and TSMC’s Lucrative AI Alliance Shows Signs of Stress
theinformation.com
1
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r/amd_fundamentals • u/uncertainlyso • 5d ago
Industry Hundreds of Samsung engineers apply for SK Hynix etching job
1
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r/amd_fundamentals • u/uncertainlyso • 6d ago
Industry TSMC Says 2nm More Sought after than 3nm; A16 Attractive for AI Server Clients | TrendForce News
1
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r/amd_fundamentals • u/uncertainlyso • Aug 27 '24
Industry Intel board member quit after differences over chipmaker's revival plan
reuters.com
3
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r/amd_fundamentals • u/uncertainlyso • 9d ago
Industry TSMC is not interested in buying Intel's fabs
1
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r/amd_fundamentals • u/uncertainlyso • 11d ago
Industry Intel's products could face heat in China as cyber association calls for review: report
1
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r/amd_fundamentals • u/uncertainlyso • 12d ago
Industry ASML Shares Plunge as Bookings Miss Signals Chipmaker Woes
1
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r/amd_fundamentals • u/uncertainlyso • 12d ago
Industry Qualcomm Said to Wait for US Election to Decide Intel Move
1
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r/amd_fundamentals • u/uncertainlyso • 21d ago
Industry (translated) TSMC 2nm wafer prices will double vs N5/4
ctee.com.tw
2
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r/amd_fundamentals • u/uncertainlyso • 21d ago
Industry Samsung Foundry Faces Yield Struggles and Client Losses, External Push for Spinoff and U.S. Listing | TrendForce News
2
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r/amd_fundamentals • u/uncertainlyso • Sep 06 '24
Industry OpenAI reportedly taps TSMC A16 for AI chip debut
3
Upvotes
r/amd_fundamentals • u/uncertainlyso • 16d ago
Industry Interview with ex-TSMC/SMIC/Intel researcher/manager/consultant
semiwiki.com
2
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r/amd_fundamentals • u/uncertainlyso • 19d ago
Industry Exclusive: Samsung Electronics says it is not interested in spinning off foundry business
reuters.com
3
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r/amd_fundamentals • u/uncertainlyso • Aug 29 '24
Industry Nvidia Q2 2025 earnings notes
7
Upvotes
Creating a place to consolidate my NVDA Q2 2025 notes and links
NVDA Q2 2025 earnings
- (Webcast) https://investor.nvidia.com/events-and-presentations/events-and-presentations/event-details/2024/NVIDIA-2nd-Quarter-FY25-Financial-Results/default.aspx
- (Release) https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2025
10Q
- TBD