Intel is collaborating with SoftBank’s subsidiary SAIMEMORY to advance a potential alternative to conventional high-bandwidth memory (HBM). According to TechPowerUp, SAIMEMORY plans to present a paper at VLSI Symposium 2026 in June, detailing its newly developed HB3DM memory based on Z-Angle Memor...

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...

Intel is reportedly selling chips that would typically be scrapped, as strong CPU demand is prompting customers to accept such parts. According to Tom's Hardware, sources say the company is now selling CPUs that may previously have been considered scrap or low-grade output, generating additional rev...

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...

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...