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...

The recent CPU surge is steering Intel toward a long-awaited turnaround. The company projects second-quarter revenue of $13.8 billion to $14.8 billion, above the $13.07 billion consensus, according to Reuters. Market attention, however, centered on CEO Lip-Bu Tan’s comments that the CPU-to-GPU mix...

Intel is reportedly reconsidering its strategy for the 18A node. According to Reuters, Intel Chief Financial Officer David Zinsner said CEO Lip-Bu Tan is beginning to view the company’s 18A manufacturing technology as a potential offering for external customers, after it was largely positioned for...

Just weeks after unveiling Panther Lake at CES in January, Intel returned to the spotlight at MWC 2026 with the Xeon 6+ “Clearwater Forest,” showcasing the progress of 18A. According to TechPowerUp, the processor features one of Intel's most advanced chiplet designs yet: the package combines 12 ...

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...