The Hot Take: Lets hope Intel can fully recover and start chewing back that x86 market or I fear with get pushed into ARM SoC mediocrity.
Intel seems to have staged a decisive turnaround in the second quarter of the ongoing year, with its data center revenue up a very healthy 59 percent year-over-year. Yet, Intel's inertia is still working against it, as clearly demonstrated within a new report from Mercury Research, which has tallied that Intel's share of the CPU market has fallen to levels last seen in 1995 even as AMD remains perched on an ascendant trajectory. After accounting for the fact that AMD does not count embedded CPUs it ships for networking and storage applications…
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The Hot Take: Bring it Intel! We need x86 competition and an eco system that isn't just SoC mid-range....
According to the latest leak, Intel's 28-core Nova Lake CPU could reach a staggering 296W at its PL2 power limit. Intel's 8+16+4 bLLC Chip Rumored to be one of the Nova Lake's Highest-End Single-Tile Designs Intel's upcoming Nova Lake-S desktop lineup appears to be one of the most aggressive ones, with power limits higher than previously expected. According to the user "Golden Pig Upgrade" (via Weibo), the Nova Lake-S CPU with a configuration of 8+16+4 will reportedly feature a PL2 (Power Limit 2) limit of 296W. This makes it potentially one…
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The Hot Take: I'm thinking in a bid to win back all the people that moved to AMD because of the issues.
Intel will launch its new core with Nova Lake on desktop first, not in the data center. Tom’s Hardware Premium recently sat down with Intel VP and general manager of the enthusiast channel business Robert Hallock and asked about his reaction to AMD launching Zen 6 first in the data center with new EPYC Venice CPUs — breaking with over a decade of AMD leading with a client release for its new architectures. Hallock opened up about Intel’s enthusiast roadmap and said the company is “very serious” about executing that roadmap. Go deeper with TH…
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The Hot Take: Another company given x86 tech? Will it go the way of VIA, or will they run and enhance it to bring a 4th strong competitor to the x86 ISA market?
Intel is handing Atom chip IP to Rosaic, a startup run by one of Lip-Bu Tan’s old mates, Amarjit Gill.
Gill has history with Intel chief executive Lip-Bu Tan, who has spent years as a semiconductor investor as well as an industry operator.
According to Reuters, Gill invested with Tan in high-performance chip startup Nuvia and worked with him on RISC-V chip outfit Rivos. Chipzilla’s Atom chips are built for low-power jobs, where they mostly scrap with designs from British chip blueprint outfit Arm.
At one point, Chipzilla aimed Atom at…
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The Hot Take: APU is the cousin of ARM's SoC. Mid-range across the board if you ask me is what I'm seeing the industry shifting to.
Intel is reportedly developing a socketed Nova Lake-S processor with substantially stronger integrated graphics than recent desktop Core products. Information attributed to hardware leaker Jaykihn describes a configuration with twelve Xe3P graphics cores.
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The Hot Take: Hopefully better implemented to prevent all the exploits of the past.
Hyper-Threading is what Intel calls its implementation of what is more academically known as "Simultaneous Multi-Threading" (SMT). This describes a method where a single processor core can interleave processing of two or more separate program threads, usually delivering an overall performance uplift on multi-threaded tasks. Intel killed off
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The Hot Take: I don't think so much ARM as AMD.
Intel CEO Lip-Bu Tan has acknowledged that the semiconductor giant must catch up to rivals AMD and Arm, and said it now assumes edge AI and robotics will be a business as big as PCs. Tan made those remarks during Intel’s Q2 earnings call, which saw the company report $16.1 billion revenue – a 25 percent year-on-year increase. “Q2 was another quarter of solid execution,” the CEO said. “Revenue, gross margin, and earnings per share were above our guidance. This marks the seventh consecutive quarter of exceeding our financial expectations.” Yet…
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The Hot Take: Well there goes CPU stocks.
Intel and AMD are signing long term agreements with Chinese data center firms to provide them with CPUs for AI computing, says a report from Reuters. CPUs in AI computing rose to prominence earlier this year after agentic AI demand reshaped the market. Agentic computing places a greater emphasis on CPUs, and according to the sources, the deals are motivated by the rapid price rise due to high demand. AMD & Intel Set To Cover A Year's Worth Of CPU Supplies To Chinese AI Data Centers, Says Report The surge in AI demand for CPUs has also led…
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The Hot Take: Long wait for the next build I guess.... LOVIN' the Antec Flux Nocua edition until then I guess.
Intel was expected to unveil its next-generation desktop processors later this year. The upcoming Nova Lake lineup has been making the rounds online, and a new report from VideoCardz suggests that Intel could introduce it under the Core Ultra Series 400 branding. For context, the current Arrow Lake and Arrow Lake Refresh desktop CPUs follow the Core Ultra Series 200 naming scheme, while Intel's latest Panther Lake mobile processors carry the Core Ultra Series 300 branding.Go deeper with TH Premium: CPU(Image credit: Tom's Hardware)CPU scaling…
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The Hot Take: ASML's monopoly needs get challenged, but not sure if Quantum will just make them invalid. We'll have to wait and see I guess.
Intel has entered high-volume manufacturing using ASML's High NA extreme ultraviolet (EUV) lithography technology for a subset of its Intel Core Ultra Series 3 "Panther Lake" processors, becoming the first company to ship high-volume logic products manufactured with the technology. ASML announced the milestone in an official press release on Wednesday, July 15, confirming that Intel Foundry is running the qualified High NA layers on its Intel 18A process node in Oregon.Go deeper with TH Premium: Chipmaking(Image credit: tsmc)A deeper look at…
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