Is Intel setting a new high CPU so popular that even
According to Caixin News, with the global frenzy of AI infrastructure construction, Intel's stock price once again rose strongly in early trading on Monday, closing up nearly 3% to $84.99, setting a new record for the highest closing in history. This trend continues the upward momentum after Intel's impressive financial report was released last week, and the news released over the weekend about defective CPU products selling well has completely ignited investors' confidence in Intel's profitability.
It is reported that Intel's unexpected increase in profit margin disclosed in its financial report last week was at least partially due to the sale of chips that should have been scrapped for profit.
Technology industry analyst Ben Bajarin stated in an X platform post on April 24th that he has directly learned from Intel's investor relations team that customers are purchasing large quantities of CPUs that could have been considered scrap or classified as low yield, bringing considerable revenue to Intel.
Intel's Q1 financial report released on April 23 was significantly better than expected.
Its revenue reached 13.6 billion US dollars, higher than the expected 12.36 billion US dollars; The gross profit margin under Non GAAP reached 41%, which is 650 basis points higher than the company's own guidance of 34.5%. In addition, the company's earnings per share exceeded expectations by 30 times.
These huge differences make analysts curious about where the "miracle" lies, and obviously, part of the answer lies in the chips that have some kind of defect.
Not all chips produced by chip manufacturers have the same quality when producing wafers. In the process of wafer manufacturing, the effects of photolithography, deposition, etching, and other processes are usually concentrated in the central area of the wafer because these areas have higher alignment accuracy and more stable process conditions. Chips cut from the edge of the wafer, due to their distance from the alignment reference of the process equipment, are greatly affected by factors such as optical diffraction effects, mechanical stress, and temperature. They usually have lower quality and more defects, and their performance is lower than chips cut from the center.
It is reported that Intel's unexpected increase in profit margin disclosed in its financial report last week was at least partially due to the sale of chips that should have been scrapped for profit.
Technology industry analyst Ben Bajarin stated in an X platform post on April 24th that he has directly learned from Intel's investor relations team that customers are purchasing large quantities of CPUs that could have been considered scrap or classified as low yield, bringing considerable revenue to Intel.
Intel's Q1 financial report released on April 23 was significantly better than expected.
Its revenue reached 13.6 billion US dollars, higher than the expected 12.36 billion US dollars; The gross profit margin under Non GAAP reached 41%, which is 650 basis points higher than the company's own guidance of 34.5%. In addition, the company's earnings per share exceeded expectations by 30 times.
These huge differences make analysts curious about where the "miracle" lies, and obviously, part of the answer lies in the chips that have some kind of defect.
Not all chips produced by chip manufacturers have the same quality when producing wafers. In the process of wafer manufacturing, the effects of photolithography, deposition, etching, and other processes are usually concentrated in the central area of the wafer because these areas have higher alignment accuracy and more stable process conditions. Chips cut from the edge of the wafer, due to their distance from the alignment reference of the process equipment, are greatly affected by factors such as optical diffraction effects, mechanical stress, and temperature. They usually have lower quality and more defects, and their performance is lower than chips cut from the center.
Mariya R.
Mariya R.
Mariya R.