In 2022, Intel Corp (NASDAQ:INTC) lost out to Advanced Micro Devices (NASDAQ:AMD), a multiyear Sony Group Corp (NYSE:SONY) PlayStation 6 chip deal, according to a Reuters exclusive report.
The sources told Reuters that tapping Intel would have posed backward compatibility issues, entailing higher costs and engineering resources, as AMD made the PlayStation 5 chip.
Intel fell out with Sony by failing to quote an appropriate selling price per chip after factoring in its profit share per chip sold to the PlayStation maker, the sources told Reuters.
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According to Reuters, the five-year deal involving contract chipmaker Taiwan Semiconductor Manufacturing Co (NYSE:TSM) could have contributed $30 billion to Intel.
Since its release in 2020, the PlayStation 5 has sold over 59 million units, marking a respite for significant console makers, which faced double-digit percentage declines in May 2024. Sony is eying an upgraded, premium version dubbed PlayStation 5 Pro before the holiday season.
Sony's fiscal first-quarter 2024 topline growth was 2% to $19.3 billion, beating the consensus of $17.19 billion. Game & Network Services (G&NS) revenue increased 12%.
Intel stock has been down over 48% in the last 12 months as it has failed to capitalize on the artificial intelligence shift.
This has forced it to weigh strategic options for Israeli autonomous driving company Mobileye Global Inc (NASDAQ:MBLY) and its Enterprise Networking division.
The contract chipmaker bagged two wins in September, including $1.91 billion in Polish state grants for a new chip plant in the country and a $3.5 billion deal to manufacture semiconductors for the U.S. military.
AMD stock is up 49% in the last 12 months as it succeeded in tapping the AI frenzy while maneuvering its position versus Nvidia Corp (NASDAQ:NVDA).
Price Actions: INTC stock closed higher by 6.36% to $20.91 on Monday. AMD closed at $152.08.
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据路透社独家报道,2022年,英特尔公司(纳斯达克股票代码:INTC)输给了索尼集团公司(纽约证券交易所代码:SONY)为期多年的PlayStation 6芯片交易——先进微设备(纳斯达克股票代码:AMD)。
消息人士告诉路透社,由于AMD制造了PlayStation 5芯片,使用英特尔将带来向后兼容性问题,从而带来更高的成本和工程资源。
消息人士告诉路透社,英特尔在考虑向这家PlayStation制造商出售的每枚芯片的利润份额后,未能报出每颗芯片的适当销售价格,从而与索尼发生了冲突。
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据路透社报道,涉及合同芯片制造商台积电(纽约证券交易所代码:TSM)的为期五年的协议可能向英特尔出资300亿美元。
自2020年发布以来,PlayStation 5已售出超过5900万台,这标志着大型游戏机制造商的喘息机会,他们在2024年5月面临两位数的百分比下降。索尼正在考虑在假日季之前推出名为PlayStation 5 Pro的升级版高级版本。
索尼2024财年第一财季收入增长2%,达到193亿美元,超过了共识的171.9亿美元。游戏和网络服务(G&NS)收入增长了12%。
由于未能利用人工智能的转变,英特尔股价在过去12个月中下跌了48%以上。
这迫使它权衡以色列自动驾驶公司Mobileye Global Inc(纳斯达克股票代码:MBLY)及其企业网络部门的战略选择。
这家合同芯片制造商在9月份取得了两项胜利,其中包括波兰政府为该国新芯片工厂提供的19.1亿美元补助金,以及一项为美军生产半导体的35亿美元协议。
AMD股价在过去12个月中上涨了49%,这要归因于它成功地利用了人工智能的狂潮,同时调整了对英伟达公司(纳斯达克股票代码:NVDA)的地位。
价格走势:周一,INTC股价收盘上涨6.36%,至20.91美元。AMD 收于152.08美元。
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