Metropolis: I am an investment genius

In the third information given by the number two, it shows that the ARM camp will break Intel’s monopoly position in the PC market.

Intel’s x86 architecture processors are known for their superior performance, and the ecosystem it has built for more than 30 years has given it a perennial monopoly in the PC market.

However, the data shows that Apple is about to release a new generation of processor A14X, Apple’s A14 processor has been comparable to Intel’s top processor Core i9 in terms of single-core performance, only multi-core performance lags behind the latter, which is a major breakthrough for the ARM camp.

If it were not for Apple’s A14X processor in order to adapt to mobile phones, it needs to reduce the size and power consumption as much as possible, and achieve such performance without adding auxiliary cooling devices such as fans.

If the power consumption and auxiliary cooling equipment are greatly increased like Intel’s processor, then the performance of Apple’s A-series processor can far exceed Intel.

ARM architecture processors have always been known for low power consumption, but this has also led to the performance of ARM processors lagging behind Intel’s x86 processors for a long time, and the difference in performance has prevented the ARM camp from breaking the wall established by Intel, but the introduction of the A14 processor proves that the ARM architecture processor is no longer underperforming.

Intel’s x86 processor performance is gradually lagging behind because of its own lack of progress, in the past ten years the single-core performance of x86 processors has increased by less than double, and multi-core performance has increased by about twice as much;

The single-core performance and multi-core performance of ARM architecture processors are improved by 20 times. The performance of both is spit out by the industry, Intel has been squeezing toothpaste, while Arm is aggressive.

This has led to the fact that Intel is losing an advantage in processors, which is bad news for Intel.

For Su Yu, these three materials are very fierce, once given to Intel, keep it and vomit blood, and the stock price plummets.

After reading the information provided by No. 2, Su Yu’s mood was exceptionally good, and he was full of confidence in shorting Intel and earning tens of billions of wealth.

……

At four o’clock in the afternoon, Luo Yun came to the president’s office to report to Su Yu.

“President, this is the black material of Intel you want.”

Luo Yun handed a folder to Su Yu and said with a smile that he had seen the content and was in a good mood.

Even with the information given by No. 2, Su Yu still took it and browsed it carefully.

In addition to the announcement of the acquisition of Sethling by AMD mentioned on the second day, it is also mentioned that Intel’s 7nm chip manufacturing process that is expected to be put into production this year has been delayed, and some major difficulties have been encountered, resulting in the postponement of Intel’s 7nm chip manufacturing process to next year.

This is another good news for Su Yu, and for Intel, there is another straw that crushed its stock price.

……

Not long after, Su Yu’s prestige received news from Zhao Yuanhuai, and it was actually a black material that provided Intel, and the good news really came one after another.

“Zhao Yuanhuai: Brother Yu, the Intel black materials collected by several of us have been collected into a file, and I will send it to you now.”

“Zhao Yuanhuai: [File: Intel Black Material Summary].”

“Su Yu: Okay Brother Huai, thank you.”

“Su Yu has downloaded [File: Intel Black Material Summary].”

“Zhao Yuanhuai: Brother Yu, where is this, we thank you for being too late, if you don’t do something, we are all embarrassed to follow Brother Yu to eat and drink spicy again.”

“Su Yu: The family doesn’t say two words, Brother Huai, I’ll go to the information first.”

“Zhao Yuanhuai: Brother Yu go.”

After ending the chat with Zhao Yuanhuai, Su Yu immediately opened the file and browsed it again.

He found that many of the information in this was already collected by No. 2 and Tianyu Investment, but this did not affect, in addition to a new bearish news.

Baoji has mass-produced 5nm chips and is expected to put into production the 3nm chip manufacturing process next year.

This is also an important news.

At present, Baoji’s chip manufacturing process has led the world, but it belongs to the ARM camp and is hostile to Intel.

If the chip manufacturing process of Baoji develops by leaps and bounds again, reaching the 3nm level, then the performance of processors supporting the ARM architecture can once again leap and bound, catch up with Intel’s processors, and even surpass it.

Coupled with the A14X processor that Apple will launch, it will replace Intel’s processor with its own A-series processor in its own Mac computer, which is a major blow to Intel’s PC business.

Because Apple has an important influence on the technology industry, it is likely that there will be a whirlwind in the PC market to replace Intel processors with ARM-based processors.

This series of news adds up, Intel’s defeat in the PC market is a high probability event.

It is even said that Intel’s defeat is a foregone conclusion!

After reading all the information, Su Yu called Xu Anguo and Xue Xia in, and then handed the three materials to the three of them to see.

“President, is the news right?” Xu Anguo asked immediately after reading it.

Su Yu nodded, the possibility of the message going wrong was extremely low.

“President Su, with so much bearish news, we will definitely be able to cut a large piece of meat from Intel this time.” Xue Xia said with a smile.

“Great, I didn’t expect the president to have a back move, let’s see how long Intel can survive.” Luo Yun also said excitedly after reading it.

Su Yu’s right index and middle fingers tapped the table top three times before saying: “Everything is ready, only the east wind is owed!” ”

…………..