The Hot Take: Good, needed more than just for their own products but defense too.
Intel's confidence in its 14A (1.4nm-class) fabrication process is rising as defect density drops. The company's own design teams are at work developing products that will use the technology, while external customers are now asking about 14A volumes Intel can get them, according to David Zinsner, chief financial officer of Intel, who spoke at Deustche Bank's 2026 Technology Conference. The CFO went as far as saying that 14A is Intel's best process since 22nm technology from the 2010's. But while the comment is optimistic, there is a…
The Hot Take: Lets hope Intel can fully recover and start chewing back that x86 market or I fear with get pushed into ARM SoC mediocrity.
Intel seems to have staged a decisive turnaround in the second quarter of the ongoing year, with its data center revenue up a very healthy 59 percent year-over-year. Yet, Intel's inertia is still working against it, as clearly demonstrated within a new report from Mercury Research, which has tallied that Intel's share of the CPU market has fallen to levels last seen in 1995 even as AMD remains perched on an ascendant trajectory. After accounting for the fact that AMD does not count embedded CPUs it ships for networking and storage applications…
The Hot Take: Long enough to finish OH I'm sure of. As long as it doesn't get in the way of defense manufacturing of course.
The dark satanic rumour mill has manufactured a hell-on-earth yarn claiming that Intel’s next two CPU generations could make life nastier for AMD by hogging more of TSMC’s tight 2nm capacity.
According to Jukan, Chipzilla is reportedly planning to use TSMC for parts of its Nova Lake and Razor Lake processor families. That will not cheer AMD, which already has to fight for space inside TSMC’s increasingly rammed fabs.
Intel is expected to start mass production of Nova Lake around January 2027. The chips were once expected to rely on…
The Hot Take: Bring it Intel! We need x86 competition and an eco system that isn't just SoC mid-range....
According to the latest leak, Intel's 28-core Nova Lake CPU could reach a staggering 296W at its PL2 power limit. Intel's 8+16+4 bLLC Chip Rumored to be one of the Nova Lake's Highest-End Single-Tile Designs Intel's upcoming Nova Lake-S desktop lineup appears to be one of the most aggressive ones, with power limits higher than previously expected. According to the user "Golden Pig Upgrade" (via Weibo), the Nova Lake-S CPU with a configuration of 8+16+4 will reportedly feature a PL2 (Power Limit 2) limit of 296W. This makes it potentially one…
The Hot Take: I'm thinking in a bid to win back all the people that moved to AMD because of the issues.
Intel will launch its new core with Nova Lake on desktop first, not in the data center. Tom’s Hardware Premium recently sat down with Intel VP and general manager of the enthusiast channel business Robert Hallock and asked about his reaction to AMD launching Zen 6 first in the data center with new EPYC Venice CPUs — breaking with over a decade of AMD leading with a client release for its new architectures. Hallock opened up about Intel’s enthusiast roadmap and said the company is “very serious” about executing that roadmap. Go deeper with TH…
45 years ago, in August 1981, the PC age began in earnest with the launch of the IBM PC Model 5150. At its heart was the Intel 8088 microprocessor, a cheaper sibling of the processor that pioneered the x86 architecture, the famed Intel 8086. Intel’s new affordability-targeted processor, its IBM PC design win, and Big Blue’s decision to allow the making of PC clones would kickstart four and a half decades of PC compatibles dominating personal computing. Forty-five years ago, the @IBM PC, powered by the Intel 8088 processor, helped bring…
Intel is signaling a broader push into next-generation memory technologies, with CEO Lip-Bu Tan revealing that the company is exploring new memory architectures after hiring former SK Hynix CEO Lee Seok-Hee.
The Hot Take: We need a memory manufacture that won't price fix.
Intel CEO Lip-Bu Tan has revealed that new memory architectures — once thought a commodity business — are now strategically interesting and one of his pet projects, while speaking about the comeback of the American chip industry. He further noted that the memory industry is ripe for innovation, and also hinted at exploring ways to stack memory on top of a CPU. Go deeper with TH Premium: Memory(Image credit: SK Hynix)AI data centers are swallowing the world's memory and storage supplyThe future of DRAM: From DDR5 to future ICsHigh-bandwidth…
The Hot Take: Filling capacity across the globe it appears. GOOD.
Intel is a hive of activity these days, so much so that it's now apparently rushing to fill its heretofore empty clean rooms while aggressively expanding capacity even in a location with relatively lower subsidies/tax credits and a much higher quantum of embedded geopolitical risk - Fab 38 in Israel. Hoffman Construction has updated its Fab 38 page to disclose 2026 as the wrap-up year of its contractual obligations, while a new Intel job vacancy for the Kiryat-Gat Site Master Planner has also opened up Back in July 2025, Intel had paused the…
The Hot Take: Another company given x86 tech? Will it go the way of VIA, or will they run and enhance it to bring a 4th strong competitor to the x86 ISA market?
Intel is handing Atom chip IP to Rosaic, a startup run by one of Lip-Bu Tan’s old mates, Amarjit Gill.
Gill has history with Intel chief executive Lip-Bu Tan, who has spent years as a semiconductor investor as well as an industry operator.
According to Reuters, Gill invested with Tan in high-performance chip startup Nuvia and worked with him on RISC-V chip outfit Rivos. Chipzilla’s Atom chips are built for low-power jobs, where they mostly scrap with designs from British chip blueprint outfit Arm.
At one point, Chipzilla aimed Atom at…