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Intel

INTC:US

Primary coverage by Pierre Ferragu

Research

Events

Dec
17
Technology

2025 Health check on Autos, Industrials, PCs & Smartphones

December 17, 2024
Hosted by Pierre Ferragu

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Oct
11
Technology

Replay: InstaDeep CEO, Karim Beguir - Generative AI for hard problems

October 11, 2024 — Virtual
Hosted by Pierre Ferragu

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Sep
26
Technology

REPLAY: Asia Tech Tour Debrief: Updates on CoWoS, HBM, AI server, AI PCs and more.

September 26, 2024
Hosted by Pierre Ferragu

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Aug
28
Technology

REPLAY: TSMC in 2025: the #1 growth driver won’t be AI!

August 28, 2024
Hosted by Pierre Ferragu

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Apr
10
Technology

How is Intel Foundry shaping up? Implications for the industry.

April 10, 2024 — Virtual
Hosted by Antoine Chkaiban

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Mar
14
Technology

Replay: Chip Architecture Deep Dive with Jim Keller

March 14, 2024 — Virtual
Hosted by Pierre Ferragu

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Jan
26
Technology

Replay: $400bn spent on datacenter AI chips in 2027? Part II: Implications for infrastructure providers - Conference Call

January 26, 2024 — Virtual
Hosted by Pierre Ferragu and Antoine Chkaiban

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Jan
17
Technology

Replay: AI Chip Architectures. Fireside chat with Raja Koduri (former Apple, AMD & INTEL).

January 17, 2024 — Virtual
Hosted by Pierre Ferragu

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Oct
11
Technology

CoWoS, HBM, Hybrid Bonding and the A.I. boom.

October 11, 2023 — Virtual
Hosted by Pierre Ferragu

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Sep
14
Technology

Big Idea Conference 2023: Gen AI - Session 4: Intel and BCG. Gen AI use cases and infrastructure

September 14, 2023
Hosted by Pierre Ferragu

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Nov
14
Technology

Conference Next-generation Telecom & Cloud Silicon" - Dan Rodriguez, Corporate Vice President & GM Network and Edge Solutions Group, Intel"

November 14, 2022
Hosted by Pierre Ferragu

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Oct
24
Technology

Mobileye: early thoughts ahead of the IPO

October 24, 2022
Hosted by Pierre Ferragu

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Oct
18
Technology

Semi-cycle health check

October 18, 2022
Hosted by Pierre Ferragu

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Sep
12
Technology

The Tech Infrastructure Quarterly Bible 2Q22

September 12, 2022
Hosted by Pierre Ferragu

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Jun
7
Technology

BESI CEO Unplugged Conference Call

June 7, 2022
Hosted by Pierre Ferragu

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Apr
19
Technology

Cloud spending spree: implications for optics

April 19, 2022
Hosted by Pierre Ferragu

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Mar
25
Technology

Dojo, TPU, Cerebras, IPU, GPU et al. Thoughts on the future of Exascale computing architectures

March 25, 2022
Hosted by Pierre Ferragu

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Nov
5
Technology

3Q21 VLSI Conference Call

November 5, 2021
Hosted by Pierre Ferragu

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Oct
26
Technology

Intel: Is there still hope?

October 26, 2021
Hosted by Pierre Ferragu

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Oct
18
Technology

Semiconductors - Time to talk cycle again

October 18, 2021
Hosted by Pierre Ferragu

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Aug
17
Technology

Intel CEO/CFO unplugged; Get to know Pat Gelsinger, his opinion on the turning points that made Intel what it is today, and his broader perspective on the semiconductor landscape

August 17, 2021
Hosted by Pierre Ferragu

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Jul
21
Technology

Airspan coverage initiation: The Open RAN and Alternative RAN opportunities

July 21, 2021
Hosted by Pierre Ferragu

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Jun
15
Technology

Semiconductors: It is time to talk cycle again, part I: PC CPUs set for a steep correction; Timing uncertain.

June 15, 2021
Hosted by Pierre Ferragu

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May
20
Technology

InstaDeep Fireside Chat - May 20th 2021

May 20, 2021
Hosted by Pierre Ferragu

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Mar
26
Technology

Deep dive into CPU market share dynamics

March 26, 2021
Hosted by Pierre Ferragu

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Feb
12
Technology

Can Intel break-up into a foundry and fabless?

February 12, 2021
Hosted by Pierre Ferragu

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Jan
29
Technology

Intel outsourcing to TSMC - Is intel improving or deteriorating its competitiveness in the process?

January 29, 2021
Hosted by Pierre Ferragu

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Jan
20
Technology

Deep dive into how Intel will outsource to TSMC

January 20, 2021
Hosted by Pierre Ferragu

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Jul
16
Technology

ARM deep dive: many good reasons to IPO in 2021

July 16, 2020
Hosted by Pierre Ferragu

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Jun
30
Technology

Shareholder return series: Intel - Why the disconnect between fundamentals & stock performance?

June 30, 2020
Hosted by Pierre Ferragu

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Jun
12
Technology

Understanding Cloud compute growth dynamics... and why Intel is a screaming buy.

June 12, 2020
Hosted by Pierre Ferragu

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May
28
Technology

FPGA and Accelerated Computing Virtual meeting with Mipsology's CEO

May 28, 2020
Hosted by Pierre Ferragu

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May
6
Technology

Conference Call: Virtual and Open RAN momentum accelerating. Implications for the industry and 5G?

May 6, 2020
Hosted by Pierre Ferragu

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Sep
24
Technology

Chip Architecture and manufacturing: Why does Intel have 97% market share in Server?

September 24, 2019
Hosted by Pierre Ferragu

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Jun
6
Technology

The Tech Infrastructure Quarterly Bible 1Q19 - What we learnt in the quarter and our updated thoughts

June 6, 2019
Hosted by Pierre Ferragu

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Feb
20
Technology

Tech Infrastructure Quarterly Bible 4Q18

February 20, 2019
Hosted by Pierre Ferragu

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Jan
21
Technology

Intel: New CEO ... and New Free Cash Flow?

January 21, 2019
Hosted by Pierre Ferragu

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Nov
28
Technology

The Tech Infrastructure Quarterly Bible 3Q18: What we learnt in the quarter and our updated thoughts

November 28, 2018
Hosted by Pierre Ferragu

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May
17
Technology

Intel Deep Dive

May 17, 2018
Hosted by Pierre Ferragu

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May
4
Technology

Initiation Presentation

May 4, 2018
Hosted by Pierre Ferragu

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