Intel’s US stocks on the 26th after the trading day pointed out in the press release (see here) that it is optimizing for the 14-nm process and has made architectural innovations for the data center and the customer-end products that will be introduced in this year (2018). , 10 nanometer products are currently only a small amount of shipments, the time point for mass production is expected to move to 2019.
CNBC reported that Intel executive Brian Krzanich admits on the financial teleconference on the 26th that the company's 10-nanometer process technology deviates from normal by a bit, and the 10% scaling factor does not seem high. But in the nanosphere it will make a big difference.
Investors in the conference call conference are generally worried that the 10-nanometer manufacturing process will postpone volume production and may impact Intel’s competitiveness. Samsung Electronics has already started to produce 10-nanometer chips, including Qualcomm Inc.’s popular “Snapdragon”. ) 835" processor.
TSMC chairman Zhang Zhongmou, who just reported to shareholders in April 20th, said that 10nm has entered mass production at the fastest speed ever, and its first year of mass production accounted for 10% of all annual wafer sales; The industry-leading 7-nanometer process has moved from R&D to the manufacturing stage. Mass production is expected to begin in the second quarter of 2018. The 7-nanometer enhanced process will also enter trial production in 2018.
In this regard, Krzyzewski insists that Intel’s 10-nanometer chip has already begun shipping, and as such, the representative function must work well. He said that designing the database is no problem at all, and if the basic function is doubtful, the product cannot be shipped at all. In addition, the 10nm process processor "Cannon Lake" will be delivered to the data center later this year, but other 10nm chips will not be shipped until 2019.
Intel's financial results released on the 26th ended the year with impressive results. In the first quarter (1-3 months), the industry’s earnings per share were US$0.87, and revenue rose from US$14.8 billion in the same period last year to US$16.07 billion. According to the FactSet survey, analysts originally expected an Intel Q1 industry earnings per share of $0.71 and $15.07 billion in revenue.
In addition, Q1 data center revenue jumped 24% from the same period last year to $5.2 billion, and beat Wall Street's original estimate of $4.83 billion. IoT-related revenue grew 17% to 840 million in Q1. The U.S. dollar was better than the market's original forecast of 823.4 million U.S. dollars.
Looking ahead this season, Intel estimates that the industry's earnings per share, revenue will reach 0.85 US dollars, 16.3 billion US dollars. According to the FactSet survey, analysts originally estimated the Intel Q2 industry earnings per share, revenue will reach 0.81 US dollars, 155.9 One hundred million U.S. dollars.
Intel also raised its outlook for 2018. It is estimated that the company's earnings per share will reach 3.66-4.04 US dollars, and revenue will reach 665-685 billion U.S. dollars. Analysts originally estimated the industry earnings per share, the revenue will reach 3.57. The dollar, 651.1 billion US dollars.
Intel also estimates that capital spending in 2018 will be between US$14 billion and US$15 billion, with a median value of US$14.5 billion.
Intel rose 3.25% during the normal trading hours to close at 53.05 U.S. dollars and jumped 5.52% to 55.98 U.S. dollars.