Intel Is On the Verge of Delivering Its First Billion-Dollar Foundry Wins

Advanced packaging has quietly become the make-or-break factor in the AI race. Hyperscalers need to combine chiplets, ...

Intel, AMD likely to benefit from increased server CPU demand: KeyBanc

KeyBanc says Intel and AMD could gain from surging server CPU demand, price hikes, and AI GPU growth—plus Intel 18A/14A wins.
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Intel May Raise CPU Prices Again as AI Demand Tightens Supply

Intel may be preparing another processor price increase in May, according to fresh channel checks and market research claims ...
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Intel admits it needs more Core Ultra 200-series wafers — 'If we had more Lunar Lake wafers, we would be selling more Lunar Lake'

Intel this week reiterated that it cannot meet demand for all of its client and data center processors due to insufficient supply, and specifically mentioned that it could use more Core Ultra ...

The Ridiculously Nerdy Intel Bet That Could Rake in Billions

Intel funneled billions into the facility, including $500 million it was granted from the US CHIPS Act. Now, Fab 9 and its ...

Nvidia's GTC will mark an AI chip pivot. Here's why the CPU is taking center stage

Nvidia and AMD are seeing huge demand for CPUs and Jensen Huang is poised to unveil details for processors specialized for ...