The Hot Take: Filling capacity across the globe it appears. GOOD.
Intel is a hive of activity these days, so much so that it's now apparently rushing to fill its heretofore empty clean rooms while aggressively expanding capacity even in a location with relatively lower subsidies/tax credits and a much higher quantum of embedded geopolitical risk - Fab 38 in Israel. Hoffman Construction has updated its Fab 38 page to disclose 2026 as the wrap-up year of its contractual obligations, while a new Intel job vacancy for the Kiryat-Gat Site Master Planner has also opened up Back in July 2025, Intel had paused the…
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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: Good, USA needs a strong Intel manufacturing.
Intel has overcome one big challenge that will lead to the creation of hyper-large chips beyond 12x reticle size through advanced packaging technologies. Intel Is Creating The World's Most Advanced & Largest Chips in the US at Its New Mexico "Rio Rancho" Facility, Leveraging Next-Gen Packaging Innovations Modern-day chips don't rely on a single piece of silicon, and instead utilize a range of silicon dies, interconnected together using the latest packaging solutions. The terminology used for such designs is chiplets, and chiplets were made…
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The Hot Take: As it should be, given all of the other ones are own by foreign entities.
Intel has completed its RAMP-C program, which now aims to enable customers to move from test chips to domestic high-volume manufacturing. Intel RAMP-C Leads To Successful Development of a Strong "Design Enablement Infrastructure" Which Enables Commercial & Defense Customers To Design & Fabricate Chips Within the US Press Release: Intel Foundry has completed the Rapid Assured Microelectronics Prototypes - Commercial (RAMP-C) program. Launched in September 2021, the program supported development of domestic, leading-edge CMOS technology…
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The Hot Take: Good to hear, and hope it's true.
Intel is back with unusually strong quarterly figures. In the second quarter of 2026, the company generated revenue of around 16.1 billion US dollars, 25 percent more than in the same period last year. According to Intel, this was the strongest revenue growth in more than 15 years. The data-center processor business in particular benefited […]
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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: USA domestic manufacturing is blowing up and saving Intel.
Intel Foundry might be heading into a big deal with NVIDIA, as the company is expected to offer packaging and wafer support for next-gen Feynman GPUs. NVIDIA Feynman GPUs Could Be Intel Foundry's Biggest Win To Date With Chipzilla Providing Both Packaging & Wafer Supply A deal between Intel and NVIDIA won't be a major surprise for those following our previous reports, but it is definitely a big win for Intel's Foundry business. Earlier this year, we reported that NVIDIA might be looking into Intel's upcoming process & advanced…
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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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