Intel’s turnaround appears to be gaining momentum. According to CNBC, Intel CEO Lip-Bu Tan said the company’s foundry business is making progress, with 18A process yields now improving by 7% to 8% per month, signaling advancement from earlier challenges. More significantly, Tan said the impro...

At last week’s earnings call, Intel CEO Lip-Bu Tan flagged that the CPU-to-GPU ratio—once around 1:8—is now trending toward 1:1 as inference and agentic AI scale, signaling a rebound in server CPU demand and renewed interest in Intel’s foundry business. Notably, according to Commercial Times...

Just ahead of Intel’s April 23 earnings call, the chipmaker is poised to secure its first 14A customer. Reuters, citing Elon Musk, reports that Tesla plans to use Intel’s next-generation 14A process for chips in its Terafab AI complex in Austin. While earlier market speculation pointed to pos...

As NVIDIA CEO Jensen Huang arrived in Taipei today and reportedly reaffirmed cooperation with Intel on x86 CPU development, market attention has refocused on how Team Green will navigate the rising wave of dual-foundry strategies. The renewed interest comes as reports suggest major tech players, inc...

Amid strong market expectations, Intel reported a fourth quarter slightly above forecasts. However, transcripts from Investing.com and Reuters note that the chipmaker’s growth is being limited by its own supply, as it is struggling to keep up with strong demand for its server processors used in AI...