…claimed that Intel would manufacture Google's custom AI chips called tensor processing units (TPUs), analysts at Citi and JPMorgan have shared their thoughts on the matter. Intel's foundry business and…
Apple has given Intel "a once-in-a-generation window to rebuild its foundry," even if the initial order flow is quite tentative in its nature, claims the famous Apple-focused analyst…
Intel's former CEO, Pat Gelsinger, has spoken about the company during his tenure, saying that Wall Street's expectations had stalled his manufacturing ambitions. The US semiconductor industry has seen dramatic…
…Intel's manufacturing operations got off to a slow, rocky start, but the latest earnings show that the Foundry brought in $5.1 billion in revenue in Q1 2026. It looks like…
…with manufacturers like NVIDIA/AMD. And given the company's history with its partners, this is a major reason firms tend to stick with TSMC as their primary foundry, despite Intel's…
…Foundries , Intel Foundry Key takeaways ▼ To me this is going to be one of the bigger Chicken Little moments in the history of semiconductors. Mostly because we are now a click driven…
…Since Anthropic specifically mentioned logic chips, Samsung Foundry is being tipped as a possible manufacturing partner for future Anthropic AI accelerators. That would be handy for Samsung, whose foundry business has spent…
A DigiTimes report says Nvidia will source some parts for its 2028-bound Feynman GPUs from Intel Foundry. The chipmaker also plans to use Intel’s EMIB packaging tech alongside TSMC’s…
…Besides Apple, Intel will soon have another customer, Tesla. Tesla’s current AI5 chip (codenamed Helios) is foundry-manufactured by TSMC and Samsung, and the next-generation AI6 was originally intended to…
…Foundries , Intel Foundry Key takeaways ▼ Intel CEO Lip-Bu Tan’s statement that “re-spins get you fired” reflects the enormous pressure facing semiconductor companies as chip complexity, manufacturing costs, and competitive…
