Intel Architecture Day 2020 was supposed to be one of the building blocks of the foundation on which the trust in the company from partners, customers and investors rests. Raja Koduri’s report on successes in the improvement of 10nm technology. The miracle, however, did not happen – the company’s stock price did not return to growth.
Image source: Intel
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Before the publication of Intel’s quarterly report, the company’s stock price was up 17%, and the decline has continued for the third week, albeit at a moderate pace. Yesterday’s auction ended decrease in the value of Intel shares by 1.28%, only after the close of trading there was a slight correction by 0.39%. It would seem that there were plenty of positive signals at Intel’s presentation: this is the upcoming announcement of Tiger Lake mobile processors, and a convincing program to improve 10nm technology, and grandiose plans to return to the discrete graphics market. In the server segment, Intel has pledged to close the gap with AMD in the pace of support for new interfaces and memory types, and to challenge Mellanox in the development of high-speed network interfaces.
Image source: Intel
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The advanced 10nm process, dubbed Enhanced SuperFin, will give life to Intel’s most advanced components: Rambo Cache memory in the Ponte Vecchio Compute Accelerator, Xe-HP server GPUs, Sapphire Rapids server CPUs and Alder Lake client processors. All of them will be released no earlier than the second half of 2021, but the story of such plans should have strengthened investor confidence in Intel’s ability to do an excellent job of protecting its market positions even in the face of a delay in the transition to 7 nm. But so far the stock market has responded to these promises with indifference.
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