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Saturday, September 21, 2024

Intel -- September 21, 2024

Locator: 48348CHIPS.

Tag: intel, INTC.

Updates

September 22, 2024: how Intel fell -- The WSJ --

Original Post

Link here.

It appears that folks asking these questions haven't been doing even basic research.

Although it might not have been noticed in 2021, certainly by 2023 it was obvious.

Simply doing a google / wiki search would have returned the answer: 

Intel last appeared on this chart in 2021. And at the time, Intel was working on 14-nm technology while Apple had moved to 4-nm technology.

Chips are followed here. And even better, tech is tracked here.

The most recent update is here.

It appears the metric "number of transistors on a chip" is becoming a less important metric. More important now are SoC -- systems on a chip which includes CPUs, GPUs, and NPUS. Apple is among the few already marketing products with SoC for retail consumers.

Chip Update -- September 21, 2024

 Locator: 48347CHIPS.

Chips are tracked here.

Wiki has updated its "transistor count" page.

Transister count (most recent view: September 21, 2024).

CPU:

View, June 15, 2024:

GPUs: unchanged.

FPGAs: unchanged.

Baseball -- September 21, 2024

Locator: 48346BASEBALL.

Tag: baseball, Dodgers, Shohei Ohtani, loves baseball, Japan.

Link here

On the ceiling of every 14-year-old adolescent in Los Angeles this morning:

My Favorite Chart -- Updated -- September 21, 2024

Locator: 48344MMF.

My favorite chart.

All of a sudden folks will need to make some tough decisions. Decisions they've not had to make in several years.

From Reuters weekend briefing:

Link here. As of August 21, 2024 -- one month ago, before the Fed cut of 50 basis point.


An ever-so-slight increase month-over-month. Data through August 31, 2024:

Link here. As of September 19, 2024. The Fed cut on September 18, 2024.