Intel projects heightened competition from AMD for foreseeable future

Posted on Tuesday, Nov 05 2019 @ 10:43 CET by Thomas De Maesschalck
In an interview with Barron's, Intel CFO George S. Davis talked about the renewed competition from AMD, future business prospects, AI, and 7nm. Davis says Intel still projects "heightened competition" over the next 18 to 28 months and notes that 7nm should come online in the second half of 2021. Asked about future technologies, Davis says he's very excited about AI:
I’m really excited about AI in particular. The evolution of AI is going to reflect all of the use cases that are going to come out of this movement to 5G and the amount of information that is going to go from device to device.

Let me give you example. Mobileye [Intel acquired Mobileye in 2017. It makes vision-based advanced driver-assistance chips and systems] is both about great hardware technology, but also extraordinary software. We’re investing heavily, and it’s getting adopted so rapidly, that it’s actually an attractive return in the near term and very attractive in the long term.

If you look at the design wins in level two and level three [autonomous driving], Mobileye is leading across the world.

About the Author

Thomas De Maesschalck

Thomas has been messing with computer since early childhood and firmly believes the Internet is the best thing since sliced bread. Enjoys playing with new tech, is fascinated by science, and passionate about financial markets. When not behind a computer, he can be found with running shoes on or lifting heavy weights in the weight room.

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