HW News - Google Deleting Incognito Data, Intel $7B Foundry Loss, $350+ Curved Screen AIO

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Intel reported a $7 billion operating loss in 2023, predicting a break-even by 2027, while investing $100 billion in new factories. Zen 5 processors promise improved efficiency and AI integration, with Microsoft focusing on AI hardware processing in its OS.

Insights

  • Intel reported a significant increase in operating loss for its manufacturing unit in 2023, amounting to $7 billion, up from $5.2 billion the previous year, alongside a 31% decrease in revenue to $8.9 billion, signaling ongoing financial challenges and the need for strategic restructuring.
  • Trix, a new player in the market, introduced innovative products like a $350 billboard-styled liquid cooler and themed components focused on future archaeology, emphasizing a unique design aesthetic and modular approach, potentially disrupting the traditional hardware landscape with creative offerings.

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Recent questions

  • What caused Intel's $7 billion operating loss in 2023?

    Intel reported a $7 billion operating loss for its manufacturing unit in 2023, attributing it to bad decisions like not using extreme ultraviolet machines initially, affecting their revenue significantly.

  • How is Intel planning to improve its financial situation by 2027?

    Intel's CEO, Pat Gelsinger, predicts a break-even on an operating basis by 2027, aiming to rectify past mistakes and improve financial performance through strategic decisions and investments.

  • What are the key investments Intel is making in new factories?

    Intel is investing about $100 billion in building new factories in Arizona, Ohio, New Mexico, and Oregon, with Fab 52 and 62 expected to be completed in 3 to 5 years, showcasing a commitment to expanding manufacturing capabilities.

  • What innovative product did Trix introduce and what is its unique selling point?

    Trix introduced a billboard-styled liquid cooler priced at $350, featuring a 360mm size and showcasing a 14900 K running at 32 watts on a 240 CLC and 86 on the 360, with a focus on future archaeology-themed products and a modular design.

  • What advancements are expected in AMD's upcoming Zen 5 processors?

    AMD's Zen 5 processors are rumored to be over 40% faster than Zen 4, promising improved efficiency, a rep pipeline front end, and integrated AI and machine learning optimizations, expected to be part of AMD's Granite Ridge desktop CPUs under the Ryzen 9000 Banner.

Related videos

Summary

00:00

Intel's $7 Billion Loss and Future Plans

  • Intel reported a $7 billion operating loss for its manufacturing unit in 2023, higher than the previous year's $5.2 billion loss, with a revenue of $8.9 billion, down 31% from 2022.
  • Intel's stock dropped 4.3% after the SEC filing, with CEO Pat Gelsinger predicting a break-even on an operating basis by 2027 due to bad decisions like not using extreme ultraviolet machines initially.
  • Intel's complex reporting involves first-party products and manufacturing capabilities, affecting numbers significantly, with 30% of Wafers outsourced to external companies like tsmc.
  • Intel is investing about $100 billion in building new factories in Arizona, Ohio, New Mexico, and Oregon, with Fab 52 and 62 expected to be completed in 3 to 5 years.
  • A new company, Trix, introduced a billboard-styled liquid cooler priced at $350, with a 360mm size, showcasing a 14900 K running at 32 watts on a 240 CLC and 86 on the 360.
  • Trix's products are themed around future archaeology, with Italian-named products like Rota fans and Luca cases, aiming for a floating aesthetic and a modular design.
  • Battle Mage GPUs from Intel are hinted at through shipping manifests, with potential appearances at Intel Vision 2024 or Computex, aiming to compete with Nvidia's upcoming 50 Series RTX GPUs.
  • Zen 5 is rumored to be over 40% faster than Zen 4, with limited information on the specifics of the speed increase, expected to be part of AMD's Granite Ridge desktop CPUs under the Ryzen 9000 Banner.

14:13

Tech Updates: Zen5, AI, NAND, Net Neutrality

  • Upcoming Zen5 processors include g-spec APUs, Strix Point APUs, Fire Range laptop CPUs, and Strix Halo APUs.
  • Zen 5 promises improved efficiency, a rep pipeline front end, and integrated AI and machine learning optimizations.
  • Microsoft is focusing on AI hardware processing in its OS, following the trend of integrating AI into technology.
  • Trend Force predicts a 13-18% rise in NAND flash contract prices in Quarter Two, with Enterprise SSD prices expected to jump by 20-25%.
  • Google will delete data collected during Incognito sessions following a class action lawsuit from 2020.
  • The FCC plans to vote on reinstating net neutrality, treating broadband as an essential service and protecting the internet for national security and public safety.
  • Minis Forum released the Minis Forum V3 tablet powered by AMD's 8840U processor, featuring a 14-inch display, 32GB of memory, and a 50.84WH battery.
  • Asus revealed the Rog Muir battery bank, shaped like Thor's hammer, with multiple power outlets and USB connectors, teasing additional features for gamers during Comex 24.
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