English
Русский
Home
Products
Feedback
About Us
Contact Us
Recycling
Inquiry
English
en
Русский
Inquiry (0)
Home
Products
Feedback
About Us
Contact Us
Recycling
Inquiry
Industry News
Home > Industry News

Ming-Chi Guo: Intel's (INTC) next-generation Xeon server chips may be delayed to ship in Q2 2023

Views : 16
Update time : 2022-06-21 18:01:07
        Ming-Chi Guo, a well-known Apple (AAPL) analyst at Tianfeng International, said in social media that according to the latest supply chain survey, Sapphire Rapids, Intel's (INTC) next-generation Xeon server chip, may be delayed until the second quarter of 2023 for shipment, significantly later than the market consensus of the second half of 2022, which is not good for Intel and its server supply chain This is bad for both Intel and its server supply chain.
 
 
        Sapphire Rapids has been delayed several times and was originally planned to ship in the fourth quarter of 2021, Guo said.
        SapphireRapids could significantly increase the unit price of related components, benefiting suppliers' revenue and EPS, so the delayed shipments will be detrimental to Intel's revenue performance with its server supply chain, which primarily includes ABF, server manufacturers, heat dissipation-related, memory and power management ICs. In addition, there is no guarantee that demand will still be there when Sapphire Rapids begins to ship on a large scale, especially during the recession.
        According to the data, Sapphire Rapids will use a process called "Intel 7" and utilize EMIB technology, which combines substrate and interposer, resulting in better output and latency than outsourced packaging, with the downside of higher costs. Although Intel handles most of the packaging work itself, shortages of key raw materials have affected production. Since Sapphire Rapids is Intel's first Xeon chip to fully adopt EMIB technology, it is expected to sell at a higher price.

 
Previous :
Next :
Related News
Read More >>
How many chips does a car need? How many chips does a car need?
Sep .19.2024
Automotive chips can be divided into four types according to their functions: control (MCU and AI chips), power, sensors, and others (such as memory). The market is monopolized by international giants. The automotive chips people often talk about refer to
Position and Function of Main Automotive Sensors Position and Function of Main Automotive Sensors
Sep .18.2024
The function of the air flow sensor is to convert the amount of air inhaled into the engine into an electrical signal and provide it to the electronic control unit (ECU). It is the main basis for determining the basic fuel injection volume. Vane type: The
Chip: The increasingly intelligent electronic brain Chip: The increasingly intelligent electronic brain
Sep .14.2024
In this era of rapid technological development, we often marvel at how mobile phones can run various application software smoothly, how online classes can be free of lag and achieve zero latency, and how the functions of electronic devices are becoming mo
LDA100 Optocoupler: Outstanding Performance, Wide Applications LDA100 Optocoupler: Outstanding Performance, Wide Applications
Sep .13.2024
In terms of characteristics, LDA100 is outstanding. It offers AC and DC input versions for optional selection, enabling it to work stably in different power supply environments. The small 6-pin DIP package not only saves space but also facilitates install
Email