Subject


Intel


2025-04-25

[News] Intel Signals Tariff Impact: Weaker Q2, Slower AI PC Chip Demand; Reveals Talks with TSMC

Intel held its Q1 2025 earnings call on Thursday. According to Reuters, attention centered on the disclosure that CEO Lip-Bu Tan had recently met with TSMC CEO C.C. Wei and former chairman Morris Chang, as well as on the impact of trade uncertainties on Intel’s outlook. As highlighted by Reute...

2025-04-25

[News] Intel Tightens Belt amid Conservative Outlook: Layoffs in Q2, Lower 2025 Capex, No Acquisitions

Amid weak Q2 guidance, Intel CEO Lip-Bu Tan unveiled a series of sweeping changes to reshape the company—starting with major layoffs, cost cuts, and more. According to Intel’s press release and media reports, layoffs affecting up to 20% of the workforce are set to begin in Q2, with 2025 capex ta...

2025-04-23

[News] Key Topics to Watch at Intel’s Q1 Earnings: Bigger Losses, Major Layoffs, and Chip Strategy in Tariff Storm

Intel is scheduled to report earnings on Thursday, April 24, 2025, with the market watching closely to see whether new CEO Lip-Bu Tan’s turnaround efforts are gaining traction. According to Reuters, the company is expected to post its fourth consecutive quarterly revenue decline, with a 3.4% drop ...

2025-04-22

[News] Intel Reportedly Joins AMD and Apple as TSMC’s First 2nm Clients, Tapping It for Nova Lake Production

With Intel’s 18A set for mass production in 2H25, Team Blue seems to be already eyeing TSMC as a second source for its next-gen chips. According to Economic Daily News, market buzz suggests the company has joined AMD and Apple as part of TSMC’s first wave of 2nm clients. The report indicates ...

2025-04-21

[News] Is TSMC N2 Facing a Challenger? Intel 18A Claims 25% Speed, 36% Power Improvements

Intel has been making significant efforts to revive its foundry business, and signs of progress are beginning to emerge with the upcoming launch of its 18A process. According to Wccftech, Intel is expected to showcase the process at the 2025 VLSI Symposium, and the company has recently disclosed maj...

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