Subject


Intel


2026-06-17

[News] Intel 18A-P Enters Risk Production, Targets 9% Performance Gain With Potentially Shortened Ramp

Amid ongoing speculation that Apple could emerge as an early customer for Intel’s 18A-P process for future M-series chips, Intel appears to be taking another step toward that possibility. At the VLSI Symposium in Honolulu on Tuesday, the company confirmed that 18A-P has entered risk production, ac...

2026-06-09

[News] Intel Foundry Gains Momentum as Google Reportedly Orders 3M TPUs, NVIDIA Evaluates 18A for Multi-Die GPUs

Amid mounting capacity constraints and a widening shift among leading AI players to diversify their supply chains, Intel is emerging as a key beneficiary. Reuters and The Bull.com, citing The Information, report that Google has tapped Intel to manufacture more than 3 million TPUs in 2028, while NVID...

2026-06-05

[News] Motherboard and Module Makers Reportedly Expand DDR4 Platforms Amid Rising DDR5 Costs

Several vendors are reportedly ramping up DDR4 production as demand remains strong. According to Wccftech, higher DDR5 prices are contributing to stronger demand for DDR4 platforms. While DDR4 prices have also increased, they remain significantly lower than those of comparable DDR5 modules. The repo...

2026-06-05

[News] Glass Substrates Eye 2027 Launch, Scale Toward 2030 as CoWoS Costs Rise and Hyperscaler Demand Grows

As AI chips continue to scale in size and complexity, demand is rising for next-generation packaging and substrate solutions, with glass substrates emerging as a focal point. According to Sisa Journal, the technology is expected to begin early commercialization in 2027, move through a ramp-up phase ...

2026-06-04

[News] Intel Says 18A May Reach Strong Margins by 2027; Notebook Chips on the Node Mark Fastest Ramp in 5 Years

Intel is betting heavily on 18A to support the company's turnaround plan. According to The Register, Chief Financial Officer David Zinsner said that early last year Intel faced the challenge of trying to improve both performance and yield at the same time. The company later shifted its focus to stab...

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