The Intel Architecture Day 2020 event was supposed to be one of the foundation blocks on which partners, customers and investors trust the company. To impress the latter was the report of Raja Koduri on in the improvement of 10nm technology. The miracle, however, did not happen - the company's stock price never returned to growth.
Prior to the publication of Intel's quarterly report, the company's stock price was up 17%, and the decline has been going on for the third week, albeit at a moderate pace. Yesterday's auction a decrease in the value of Intel shares by 1,28%, only after the close of trading there was a slight correction of 0,39%. It would seem that there were plenty of positive signals at Intel's presentation: this is the upcoming announcement of Tiger Lake mobile processors, and a convincing program to improve 10nm technology, and grandiose plans to return to the discrete graphics market. In the server segment, Intel promised to close the gap with AMD in terms of introducing support for new interfaces and memory types, as well as to challenge Mellanox in the development of high-speed network interfaces.
The cutting-edge 10nm process designation Enhanced SuperFin will power Intel's most advanced components: Rambo Cache memory in the Ponte Vecchio compute accelerator, Xe-HP server GPUs, Sapphire Rapids server CPUs, and Alder Lake client CPUs. All of them will be released no earlier than the second half of 2021, but the announcement of such plans should have strengthened investors' confidence in Intel's ability to do an excellent job of protecting its market position even in the face of a delay in the transition to 7nm. But so far, the stock market has responded to these promises with indifference.
Source:
Source: 3dnews.ru