Updates
November 13, 2024: Intel slashed its stake in an AI stock / company shortly before the stock surged. Link to Barron's.
Intel more than halved its stake in artificial-intelligence firm Astera Labs during the third quarter, missing out on a rally that has nearly doubled the stock price since September, 2024.
At the end of March, 2024, Intel owned six million shares of Astera, which makes semiconductor-based connectivity products used to build cloud and AI infrastructure. Astera went public that same month.
The stock had been priced at $30 each on March 19 for Astera’s initial public offering, which was well-received. On March 28, the last trading day of the month, Astera shares closed at $74.19, and Intel’s stake was valued at $448 million.
Astera shares slipped over the next several months. They ended at $60.51 on June 28, the last trading day of the second quarter. Intel’s stake of 5.9 million Astera shares at that point were valued at $357 million.
November 11, 2024: link here. TSMC will halt shipments of advanced chips to China immediately. If you go to the link, read the remark made by Mark Zuckerberg.
November 11, 2024: link here.
Ticker today:
Original Post
Previously posted with an update:
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Meanwhile, The Mess Over At Intel Continues
A Linux patch suggests that Intel engineers plan to implement a feature that tags your system as vulnerable if you're running outdated microcodes, (via Phoronix). This comes in light of the recent Intel 13th Generation and 14th Generation degradation fiasco, which is now pushing Team Blue towards a class action lawsuit.
The patch argues that you cannot run a system with old microcode and consider it safe. Microcode is basically a set of instructions in the CPU that can be updated post-launch to fix critical flaws and security vulnerabilities. The patch proposes that users should be informed clearly and concisely that their PC is potentially unsafe - marking the system as vulnerable or not vulnerable. The author calls to report this vulnerability in "/sys/devices/system/cpu/vulnerabilities/old_microcode", so that a single file can be used to prompt the user to update their microcode.
Update, Saturday, November 9, 2024: with regard to the "mess over at Intel," link here:
Or, direct to The Verge.
From the linked article:
Reviews of Intel’s new Arrow Lake-based Core Ultra 9 200S-series processor have been lackluster, specifically when it comes to gaming performance, but Intel says that’s not the end of the story.
Its new chips should be performing better, and the company will have an ETA on getting them there soon, according to Robert Hallock, Intel’s VP and GM of client AI and technical marketing, in a new interview with HotHardware’s Dave Altavilla and Marco Chiappetta.
Intel was up-front in saying these new chips wouldn’t beat AMD’s chips for gaming. But reviewers’ findings have been unexpectedly poor. Despite some efficiency gains like those noted in Tom Warren’s Verge review of the Core Ultra 9 285K, the new chip seems to lag behind even Intel’s earlier Raptor Lake chips in gaming. That’s to say nothing of its performance versus AMD’s very good Ryzen 9800X3D.It will be interesting to see if analysts read these reports.
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- I am also inappropriately exuberant about all things Apple.
- And now, Nvidia, also. I am also inappropriately exuberant about all things Nvidia.
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