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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據路透社獨家報道,2022年,英特爾公司(納斯達克股票代碼:INTC)輸給了索尼集團公司(紐約證券交易所代碼:SONY)爲期多年的PlayStation 6芯片交易——先進微設備(納斯達克股票代碼:AMD)。
消息人士告訴路透社,由於AMD製造了PlayStation 5芯片,使用英特爾將帶來向後兼容性問題,從而帶來更高的成本和工程資源。
消息人士告訴路透社,英特爾在考慮向這家PlayStation製造商出售的每枚芯片的利潤份額後,未能報出每顆芯片的適當銷售價格,從而與索尼發生了衝突。
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據路透社報道,涉及合同芯片製造商臺灣半導體制造有限公司(紐約證券交易所代碼:TSM)的爲期五年的協議可能向英特爾出資300億美元。
自2020年發佈以來,PlayStation 5已售出超過5900萬台,這標誌着大型遊戲機製造商的喘息機會,他們在2024年5月面臨兩位數的百分比下降。索尼正在考慮在假日季之前推出名爲PlayStation 5 Pro的升級版高級版本。
索尼2024財年第一財季收入增長2%,達到193億美元,超過了共識的171.9億美元。遊戲和網絡服務(G&NS)收入增長了12%。
由於未能利用人工智能的轉變,英特爾股價在過去12個月中下跌了48%以上。
這迫使它權衡以色列自動駕駛公司Mobileye Global Inc(納斯達克股票代碼:MBLY)及其企業網絡部門的戰略選擇。
這家合同芯片製造商在9月份取得了兩項勝利,其中包括波蘭政府爲該國新芯片工廠提供的19.1億美元補助金,以及一項爲美軍生產半導體的35億美元協議。
AMD股價在過去12個月中上漲了49%,這要歸因於它成功地利用了人工智能的狂潮,同時調整了對英偉達公司(納斯達克股票代碼:NVDA)的地位。
價格走勢:週一,INTC股價收盤上漲6.36%,至20.91美元。AMD 收於152.08美元。
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