Intel's stock has surged 490% over the last year, reflecting high investor confidence in its foundry turnaround. Analysts warn that optimism might outpace operational realities as Intel balances massive investment with the need for manufacturing yield improvements.
Jason··2 min read
Apple and Intel have reached a preliminary deal for Intel to manufacture chips for Apple, marking a strategic pivot in supply chain management and a significant win for Intel's foundry services division.
Jason··2 min read
Apple has reportedly reached a preliminary agreement for Intel to manufacture chips for its hardware. This strategic pivot highlights Apple's need for supply chain diversification in a constrained semiconductor market and offers a significant boost to Intel’s foundry business.
Jason··2 min read
Intel is updating its non-Ultra Core CPU lines with new silicon, bringing latest technical advancements to mainstream processors for the first time in recent years.
Jason··1 min read
Linux kernel developers have officially dropped support for the legacy Intel 486 architecture, aiming to clear technical debt and focus resources on modern high-performance hardware.
Jason··1 min read
Intel has partnered with Elon Musk’s Terafab project to help build an AI chip factory in Texas, signaling the vertical integration of the automotive and semiconductor industries to meet AI computing demands.
Jason··1 min read
Intel has partnered with Elon Musk’s Terafab project to co-design and build an AI chip factory. This move highlights Intel’s strategic pivot toward advanced packaging to address AI performance bottlenecks while securing chip supply for Musk’s AI ecosystem.
Jason··2 min read
Intel is prioritizing advanced chip packaging as a central strategy to capture market value in the AI hardware boom, aiming to enhance computational performance for AI workloads.
Jason··2 min read
Advanced chip packaging has emerged as the critical bottleneck for AI computing, surpassing the importance of traditional transistor scaling. Intel’s strategic pivot to offer integrated design, manufacturing, and packaging services highlights the industry's shift toward high-bandwidth, heterogeneous chip architectures to lower AI computing costs.
Jason··2 min read
The semiconductor industry is shifting to glass substrates, with Absolics planning commercial production to power next-gen AI chips. Apple has introduced the MacBook Neo, its most modular laptop yet, while Intel launched its fastest gaming processors. Research from 2026 highlights that 'continuous batching' software combined with these hardware gains can boost efficiency by 20%.
Jason··2 min read