Dreaming?Ceo is still Pat G???

1
Comment
Favorite

VtTeh
02-04 23:17

Dreaming?Ceo is still Pat G??? What a joke.

Intel's Leadership Shake-Up and Massive Investment Bolster GPU Ambitions; CEO Warns Memory Chip Shortage Persists Until 2028

Intel (INTC.US) has appointed a new chief architect to spearhead its graphics processing unit (GPU) operations, CEO Patrick Gelsinger announced on Tuesday. He also indicated that the ongoing memory...

Intel's Leadership Shake-Up and Massive Investment Bolster GPU Ambitions; CEO Warns Memory Chip Shortage Persists Until 2028

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment

Top
Latest

No comments yet

Most Discussed

{"i18n":{"language":"en_US"},"data":{"magic":2,"id":529187089806688,"tweetId":"529187089806688","gmtCreate":1770218256799,"gmtModify":1770218261116,"author":{"id":3573088667185930,"idStr":"3573088667185930","authorId":3573088667185930,"authorIdStr":"3573088667185930","name":"VtTeh","avatar":"https://community-static.tradeup.com/news/246dfa9b7e33b6ca94842cf6ef76dd90","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":4,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>Dreaming?Ceo is still Pat G??? What a joke.</p></body></html>","htmlText":"<html><head></head><body><p>Dreaming?Ceo is still Pat G??? What a joke.</p></body></html>","text":"Dreaming?Ceo is still Pat G??? What a joke.","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/529187089806688","repostId":1179832066,"repostType":2,"repost":{"id":"1179832066","kind":"news","weMediaInfo":{"introduction":"Global Stock News First-Time Broadcast","home_visible":1,"media_name":"Stock News","id":"1036600163","head_image":"https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a"},"pubTimestamp":1770172870,"share":"https://ttm.financial/m/news/1179832066?lang=en_US&edition=fundamental","pubTime":"2026-02-04 10:41","market":"fut","language":"en","title":"Intel's Leadership Shake-Up and Massive Investment Bolster GPU Ambitions; CEO Warns Memory Chip Shortage Persists Until 2028","url":"https://stock-news.laohu8.com/highlight/detail?id=1179832066","media":"Stock News","summary":"Intel (INTC.US) has appointed a new chief architect to spearhead its graphics processing unit (GPU) operations, CEO Patrick Gelsinger announced on Tuesday. He also indicated that the ongoing memory...","content":"<p>Intel (INTC.US) has appointed a new chief architect to spearhead its graphics processing unit (GPU) operations, CEO Patrick Gelsinger announced on Tuesday. He also indicated that the ongoing memory chip shortage affecting the technology sector is expected to last for at least another two years. GPUs, a type of chip pioneered by companies like Nvidia and AMD, serve as the computational backbone for large language models. Demand for graphics processors has surged as major corporations race to build out AI infrastructure and data centers. Speaking at the Cisco AI Summit, Gelsinger remarked to the audience that convincing the new executive to join Intel required considerable effort, though he did not disclose the individual's name.</p>\n<p>Over recent years, the struggling American chipmaker has lagged behind major semiconductor competitors like TSMC (TSM.US), which have capitalized on the AI data center construction boom to achieve growth. While Intel's stock has rebounded over the past year, buoyed by significant investments from the U.S. government, SoftBank, and Nvidia, and growing investor optimism regarding its foundry business, the company still primarily manufactures chips for its own use. Earlier this month, production bottlenecks and supply chain issues overshadowed Intel's better-than-expected quarterly results. Investors are also seeking clearer guidance regarding potential anchor customers for its foundry operations.</p>\n<p>Furthermore, Gelsinger addressed the widespread memory chip shortage impacting the global technology industry. He stated, \"From what I understand, there are absolutely no signs of the situation easing.\" Gelsinger mentioned he had discussions with two key players in the memory sector who informed him that relief is not expected \"before 2028.\" This assessment aligns with views from several major Wall Street institutions.</p>\n<p>A recent UBS analyst report noted that against the backdrop of continued AI data center expansion, the global memory industry is experiencing significant structural divergence, with any meaningful supply relief unlikely to materialize before around 2028. Until then, the structural demand driven by AI data center construction will continue to bolster the memory chip supply chain's prosperity and pricing power. Analysts at Nomura project that the \"memory supercycle,\" beginning in the second half of 2025, will persist at least until 2027, with substantial new supply capacity only emerging in early 2028.</p>\n<p>The massive expansion of AI infrastructure is driving up demand for memory chips, thereby constricting the supply available for traditional computers and smartphones. This dynamic is triggering shortages, price increases, and potentially dampening consumer purchasing appetite for these products. Intel is the largest manufacturer of personal computer processors, which rely on memory chips for data storage and management. The world's leading memory chip producers include Samsung Electronics, SK Hynix, and Micron Technology (MU.US).</p>\n<p>Gelsinger noted that Nvidia (NVDA.US), a leading supplier of AI processors, will further amplify memory chip demand with its recently launched Rubin platform and next-generation products. He stated plainly, \"AI is going to 'consume' vast amounts of memory resources.\"</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel's Leadership Shake-Up and Massive Investment Bolster GPU Ambitions; CEO Warns Memory Chip Shortage Persists Until 2028</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel's Leadership Shake-Up and Massive Investment Bolster GPU Ambitions; CEO Warns Memory Chip Shortage Persists Until 2028\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036600163\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock News </p>\n<p class=\"h-time\">2026-02-04 10:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Intel (INTC.US) has appointed a new chief architect to spearhead its graphics processing unit (GPU) operations, CEO Patrick Gelsinger announced on Tuesday. He also indicated that the ongoing memory chip shortage affecting the technology sector is expected to last for at least another two years. GPUs, a type of chip pioneered by companies like Nvidia and AMD, serve as the computational backbone for large language models. Demand for graphics processors has surged as major corporations race to build out AI infrastructure and data centers. Speaking at the Cisco AI Summit, Gelsinger remarked to the audience that convincing the new executive to join Intel required considerable effort, though he did not disclose the individual's name.</p>\n<p>Over recent years, the struggling American chipmaker has lagged behind major semiconductor competitors like TSMC (TSM.US), which have capitalized on the AI data center construction boom to achieve growth. While Intel's stock has rebounded over the past year, buoyed by significant investments from the U.S. government, SoftBank, and Nvidia, and growing investor optimism regarding its foundry business, the company still primarily manufactures chips for its own use. Earlier this month, production bottlenecks and supply chain issues overshadowed Intel's better-than-expected quarterly results. Investors are also seeking clearer guidance regarding potential anchor customers for its foundry operations.</p>\n<p>Furthermore, Gelsinger addressed the widespread memory chip shortage impacting the global technology industry. He stated, \"From what I understand, there are absolutely no signs of the situation easing.\" Gelsinger mentioned he had discussions with two key players in the memory sector who informed him that relief is not expected \"before 2028.\" This assessment aligns with views from several major Wall Street institutions.</p>\n<p>A recent UBS analyst report noted that against the backdrop of continued AI data center expansion, the global memory industry is experiencing significant structural divergence, with any meaningful supply relief unlikely to materialize before around 2028. Until then, the structural demand driven by AI data center construction will continue to bolster the memory chip supply chain's prosperity and pricing power. Analysts at Nomura project that the \"memory supercycle,\" beginning in the second half of 2025, will persist at least until 2027, with substantial new supply capacity only emerging in early 2028.</p>\n<p>The massive expansion of AI infrastructure is driving up demand for memory chips, thereby constricting the supply available for traditional computers and smartphones. This dynamic is triggering shortages, price increases, and potentially dampening consumer purchasing appetite for these products. Intel is the largest manufacturer of personal computer processors, which rely on memory chips for data storage and management. The world's leading memory chip producers include Samsung Electronics, SK Hynix, and Micron Technology (MU.US).</p>\n<p>Gelsinger noted that Nvidia (NVDA.US), a leading supplier of AI processors, will further amplify memory chip demand with its recently launched Rubin platform and next-generation products. He stated plainly, \"AI is going to 'consume' vast amounts of memory resources.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4141":"半导体产品","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4529":"IDC概念","04335":"英特尔-T","BK4602":"量子计算概念","BK4575":"芯片概念","BK4535":"淡马锡持仓","BK4512":"苹果概念","BK4612":"AI芯片","BK4515":"5G概念","INTC":"英特尔","BK4579":"人工智能","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","BK4588":"碎股","BK4550":"红杉资本持仓","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","BK4605":"半导体精选","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","BK4543":"AI","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4554":"元宇宙及AR概念","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","BK4527":"明星科技股"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179832066","content_text":"Intel (INTC.US) has appointed a new chief architect to spearhead its graphics processing unit (GPU) operations, CEO Patrick Gelsinger announced on Tuesday. He also indicated that the ongoing memory chip shortage affecting the technology sector is expected to last for at least another two years. GPUs, a type of chip pioneered by companies like Nvidia and AMD, serve as the computational backbone for large language models. Demand for graphics processors has surged as major corporations race to build out AI infrastructure and data centers. Speaking at the Cisco AI Summit, Gelsinger remarked to the audience that convincing the new executive to join Intel required considerable effort, though he did not disclose the individual's name.\nOver recent years, the struggling American chipmaker has lagged behind major semiconductor competitors like TSMC (TSM.US), which have capitalized on the AI data center construction boom to achieve growth. While Intel's stock has rebounded over the past year, buoyed by significant investments from the U.S. government, SoftBank, and Nvidia, and growing investor optimism regarding its foundry business, the company still primarily manufactures chips for its own use. Earlier this month, production bottlenecks and supply chain issues overshadowed Intel's better-than-expected quarterly results. Investors are also seeking clearer guidance regarding potential anchor customers for its foundry operations.\nFurthermore, Gelsinger addressed the widespread memory chip shortage impacting the global technology industry. He stated, \"From what I understand, there are absolutely no signs of the situation easing.\" Gelsinger mentioned he had discussions with two key players in the memory sector who informed him that relief is not expected \"before 2028.\" This assessment aligns with views from several major Wall Street institutions.\nA recent UBS analyst report noted that against the backdrop of continued AI data center expansion, the global memory industry is experiencing significant structural divergence, with any meaningful supply relief unlikely to materialize before around 2028. Until then, the structural demand driven by AI data center construction will continue to bolster the memory chip supply chain's prosperity and pricing power. Analysts at Nomura project that the \"memory supercycle,\" beginning in the second half of 2025, will persist at least until 2027, with substantial new supply capacity only emerging in early 2028.\nThe massive expansion of AI infrastructure is driving up demand for memory chips, thereby constricting the supply available for traditional computers and smartphones. This dynamic is triggering shortages, price increases, and potentially dampening consumer purchasing appetite for these products. Intel is the largest manufacturer of personal computer processors, which rely on memory chips for data storage and management. The world's leading memory chip producers include Samsung Electronics, SK Hynix, and Micron Technology (MU.US).\nGelsinger noted that Nvidia (NVDA.US), a leading supplier of AI processors, will further amplify memory chip demand with its recently launched Rubin platform and next-generation products. He stated plainly, \"AI is going to 'consume' vast amounts of memory resources.\"","news_type":1,"symbols_score_info":{"INTC":1,"04335":1}},"isVote":1,"tweetType":1,"viewCount":13,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":36,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}