The Hot Take: Will be interesting to see where this goes. I'm wondering what type of cooling/heating this will bring using this medium over what it's replacing.
Amkor says that Glass Substrates, a packaging technology replacement for CoWoS spearheaded by Intel, is set for commercialization within 3 years. Intel-Partner, Amkor, Says Glass Substrates Will See First Commercialization Within Three Years Advanced Packaging is key to any major foundry business as chips are getting more and more complex to meet growing compute and memory demands. TSMC is the single-most important advanced packaging provider in the world thanks to its CoWoS 2.5D technology. Current chip requirements involve integration of HBMā¦
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The Hot Take: Good new as this should help stave off an Nvidia buy out but we'll have to see if it's enough.
Intel's stock price soared 24% Friday. It's the stock's largest single-day spike since since October 1987, reports CNBC, "as investors cheered signs of renewed growth due to mounting artificial intelligence demand."
The stock closed at $82.57 and is now up 124% this year after jumping 84% in 2025. Friday's rally topped a 23% gain for the stock on Sept. 18, when Nvidia agreed to invest $5 billion in the company... "INTC's new CEO fixed the balance sheet, and is executing on a strategy that appears to have put INTC back on the competitiveā¦
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The Hot Take: Not good, but then again would need to happen if Nvidia is planning on buying intel. We all loose a third wheel market option and we're going to continue having high prices.
New leaks claim that Intel's upcoming Xe3P graphics architecture won't feature any discrete gaming GPUs, and even the next-gen Xe4 lineup isn't confirmed to. Intel is instead prioritizing the datacenter and workstation segments for new graphics IP, and is featuring them on mobile parts.
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The Hot Take: It appears they definitely woke a sleeping giant....
Intel's next-gen Xeon "Diamond Rapids" CPUs will offer up to 512 cores, while Coral Rapids will bring back SMT on 8-channel platforms in 2028. Intel Diamond Rapids 16-Channel Slips Into 2027, Features Up To 512 Cores Intel Diamond Rapids "Xeon" CPUs were going to launch this year, but delays in plans have pushed it to 2027. The delay can be attributed to several reasons, such as yields and the fact that the 8-channel line was cancelled. Now, Intel plans to launch Diamond Rapids "Xeon" CPUs in 2027. As per Jaykihn, Intel's mid-2027 plans forā¦
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The Hot Take: This is just a very inserting move as it cannibalizes the range of SKUs for the lower end builds. Question is will they be charging same for the chipset but tweaking the firmware for USB ports, SATA and PCIe lane configurations for lower priced boards? Only time will tell. This does bring us back to the days where they didn't have several chipsets and board manufacturers has a bit more control of their boards features.
According to the latest leaks, Intel's next-gen Nova Lake desktop CPUs will see a bit of a shake-up in their motherboard chipset market segmentation strategy. The usual source for Intel leaks, Jaykihn, says that the next-gen Z970 chipset will "replace most of the market currently covered by the B860." However, a B960 chipset is still on the
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The Hot Take: Great news as we need healthy competition for x86 in a world being crowded by ARM SoC chips. We'll see soon which architecture wins out but we still have RISC-V around the corner, where intel is a board member of that ISA. I feel this limiting ram on devices might be to push in ARM/RISC into acceptance...
Demand for Intel's products exceed expectations and supply, but Intel is still bleeding money.
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The Hot Take: HBM competitor would be good bringing Ai accelerator competition for RAM. Intel bringing it should help Intel to catch up in the Ai game for sure.
Japanās SaiMemory, a SoftBank subsidiary collaborating with Intel, has secured NEDO funding to develop Z-Angle Memory (ZAM), a next-gen DRAM architecture addressing HBM limitations
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The Hot Take: I find this to be VERY good news.
The chip maker reported a 7 percent rise to $13.6 billion in its latest quarter, more than $1 billion more than Wall Street expected.
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The Hot Take: Again the people out there are calling this cheating. I say if you optimized for your hardware how is it cheating????
While everyone wants faster hardware, Intel says the answer lies in software optimization, and the P and E cores are almost identical in gaming performance. Robert Hallock Says E-Cores Don't Degrade Gaming Performance and PC Enthusiasts are "Underestimating" the Importance of Software Intel might not have been able to deliver X3D-equivalent performance in gaming with its latest Core Ultra 200 series, but it has gotten closer with the Plus variants. While still noticeably behind when it comes to the leading gaming performance, Intel blames thisā¦
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The Hot Take: Interesting move, consolidate down to a single chip set. Less time to develop, they going to do disabling features at the firmware level to get more skus at different price points?
Intel's upcoming Z970 motherboards for Nova Lake-S Desktop CPUs will replace both high-end Z890 and mainstream B860 options. Intel Z970 Motherboards To Cover An Extensive Market With Both High-End & Mainstream Options For Nova Lake Builders Intel's 900-series motherboards will have a wide range of options for PC builders. The flagship Z990 chipset will be the recommended choice for enthusiast Nova Lake Desktop CPUs, featuring a dual compute tile configuration, while the Z970 chipset will retain a primary focus on the high-end market. Basedā¦
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