Subject


Intel


2025-10-14

[News] 2nm Race Drives 300mm Fab Spending to $107B in 2025; SEMI Forecasts $374B Through 2028

With semiconductor giants gearing up for 2nm-class mass production, SEMI, announced in its press release that worldwide spending on 300mm wafer fab equipment is set to exceed $100 billion for the first time in 2025, rising 7% to $107 billion. Meanwhile, investment in 300mm wafer fab equipment is pro...

2025-10-13

[News] Intel’s Executive Shake-Up Under Lip-Bu Tan: New Hires, Key Exits, and a Strategic Reset

Since Lip-Bu Tan took over as CEO, Intel has seen significant changes across its executive ranks, including several key hires and departures. According to CRN, the company’s leadership now features a mix of seasoned veterans and new faces, and the following outlines some major executive moves unde...

2025-10-09

[Insights] NVIDIA Teams Up with Intel on x86 RTX SoCs — What Does This Mean for Its Arm-Based N1X?

Recently, NVIDIA invested $5 billion in Intel and announced plans to collaborate on developing x86-based RTX SoCs. According to Zhu Xi's column in TechNews, this raises questions about NVIDIA’s potential launch of  its first desktop-level Arm-based CPU, the N1X. Given the competitive dynamics ...

2025-10-09

[News] What to Expect from Intel Panther Lake, Featuring 18A and Reportedly TSMC N3E/N6 Processes

As the launch date of Intel’s “Panther Lake” approaches, more details about the chip are emerging from industry sources. According to TechNews, citing Reuters, the company recently held a closed-door briefing in Arizona to showcase its 18A process technology and new architecture design. As ...

2025-10-08

[News] Arizona Rises as U.S. Chip Hub: SEMICON West Highlights TSMC, Intel, and Growing Semiconductor Cluster

With semiconductor heavyweights led by TSMC and Intel ramping up U.S. manufacturing, Arizona has emerged as a powerhouse for advanced chipmaking. As Commercial Times notes, SEMICON West—scheduled for October 7‑9, 2025—marks the first time the event moves from San Francisco to Phoenix, highligh...

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