Forward-looking: Intel has traditionally sold large volumes of x86 CPUs for building new PC systems, but the industry is now moving in a completely different direction. The Santa Clara-based company ...
Rumors of the demise of Intel's GPU business have been greatly exaggerated. Even before the launch of the first Alchemist-based Intel Arc GPUs, naysayers were insisting that Intel would kill the brand ...
Intel’s 18A is now shipping with gate-all-around and backside power delivery, marking a transition to commercial execution. The 14A node released its 0.5 PDK, with firm client volume commitments ...
Intel has rapidly grown its custom ASIC business, exiting 2025 at a $1 billion run rate. Soaring demand for networking AI chips has driven much of the demand. This is a $100 billion market opportunity ...
I’ve tested two new laptops powered by Panther Lake—pitting it head-to-head against laptops with Apple Silicon—and Intel has finally scored a much-needed win with the Core Ultra Series 3. Note: This ...
The Intel 18A process is now churning out Panther Lake chips, but the company hasn't yet secured a major external customer. With Intel 14A, Intel CEO Lip-Bu Tan has made clear that customer ...
Intel's fourth-quarter results reflected rising demand for its AI and data center products, offset by persistent supply constraints that continue to pressure its consumer segment. The semiconductor ...
Intel shares plunged by as much as 17% on Friday after the chipmaker admitted it was struggling to meet demand for its high-powered AI chips. The Santa Clara, Calif.-based firm, which makes chips ...
It has once again been rumored that Apple might revive its chipmaking partnership with Intel, but the chips would be designed by Apple rather than Intel. In a research note today, obtained by ...
Intel reported its earnings for the fourth quarter of 2025 yesterday, and the news both for the quarter and for the year was mixed: year-over-year revenue was down nearly imperceptibly, from $53.1 ...
Execution risks remain Intel's core vulnerability, especially with recent stock gains underpinned by external validation rather than tangible operational progress. As discussed in my previous coverage ...
Intel stock jumped after CEO Lip-Bu Tan met with President Donald Trump. Trump praised Tan and Intel in a Truth Social post following the meeting. "The United States Government is proud to be a ...