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NEWS HIGHLIGHTS
- Intel appoints Alex Katouzian as executive vice president and general manager of Client Computing & Physical AI
-...
May 5, 2026
HOD HASHARON, Israel – May 4, 2026 – Weebit Nano Limited (ASX:WBT) (Weebit or Company), a leading developer and licensor of advanced...
May 5, 2026
That’s a tall order. Intel hasn’t been profitable for quite some time, and even when it does report a profit or a less amount of loss...
May 5, 2026
B
"Shortages" again!
You gotta git whilst the gittin is good.
Who will be first supplier to break ranks and say "no supply issues round...
May 4, 2026
Apple is exploring a significant shift in its semiconductor supply chain, holding early discussions with Intel and Samsung Electronics...
May 4, 2026
it is in the 10Q (see below). So CPUs are down and price is up and Intel is constrained through 2026 by internal capacity issues...
May 4, 2026
You’re asking a $125 billion question.
From 2020 to 2025, Intel spent about $125.5 billion in CapEx to build the capacity and...
May 4, 2026
That’s a tall order. Intel hasn’t been profitable for quite some time, and even when it does report a profit or a less amount of loss...
May 4, 2026
In my view, Intel today is like a shopping mall operator trying to lure customers back to the mall instead of losing them to online...
May 4, 2026
The AI chip race is increasingly running into a different kind of limit — not compute, but packaging, as supply constraints around...
May 4, 2026
A
I agree. The failure was "Do it our way" vs "We will make it easy for you by using industry standard tools".
I also think that Intel...
May 4, 2026
Ming-Chi Kuo on Intel's EMIB-T packaging for Google TPU v8e (Humufish)
Some quick thoughts on Intel's EMIB-T packaging for the new...
May 4, 2026
M
The issues is the market. you can count cores but we need to look at the number of servers CPUs being sold. Obviously cores increases...
May 4, 2026
K
The logical explanation is that Intel’s DC CPU product mix has changed significantly since Q1 2025. The ASP increase is likely driven by...
May 4, 2026
O
I was thinking the same thing.
Still, if they are yielding larger core count CCD's, then that in itself is a good sign for Intel...
May 4, 2026
AmandaK posted the thread Intel Announces Leadership Appointments to Advance Client Computing and Enable Future Innovation in Intel Foundry.NEWS HIGHLIGHTS - Intel appoints Alex Katouzian as executive vice president and general manager of Client Computing & Physical AI -...
Xebec reacted to hist78's post in the thread US Chipmakers Hit Record Highs as Intel Turbocharges AI Rally with
Like.
That’s a tall order. Intel hasn’t been profitable for quite some time, and even when it does report a profit or a less amount of loss...
user nl posted the thread Apple reportedly explores Intel and Samsung chip production to reshape advanced manufacturing strategy in SemiWiki Main Forum ( Ask the Experts! ).Apple is exploring a significant shift in its semiconductor supply chain, holding early discussions with Intel and Samsung Electronics...
hist78 reacted to MKWVentures's post in the thread Industry faces “acute” CPU shortage with hope that Intel 18A yields improve with