With AMD having attaining more than 40 percent revenue share and more than 27 percent shipment share in the X86 server CPU market in the first half of 2025, that means two things. …
It is beginning to look like Intel plans to milk the impending 18A manufacturing process for a long time. …
It has been two and a half months since new chief executive officer Lip-Bu Tan gave the keynote at Intel’s Vision 2025 event, and the company has been relatively quiet by its own standards over the past several decades as Tan gets the lay of the land and tries to plot out the course of the company to rebuild its foundry business and reorient and focus its chip design and sales business. …
Intel’s new chief executive officer, Lip-Bu Tan, has his work cut out for him, just like his predecessor, Pat Gelsinger, did several years ago. …
The semiconductor manufacturing business is absolutely immense. To give the numbers some perspective, in 2024, chip makers generated revenues that were about three quarters of the size of the US defense budget and about two-thirds the size of the social services budget allocated by Congress. …
Beleaguered chip maker Intel has been looking for ways to capitalize on non-core, not large, but profitable parts of its business to raise funds for its ambitious plans to revitalize Intel Foundry and to also invest heavily in the Intel Products group. …
It is funny how companies can find money – lots of money – when they think IT infrastructure spending can save them money, make them money, or do both at the same time. …
Spending on AI systems in 2024 just utterly blew by the expectations of the major market researchers and those who dabble in metrics like we do. …
Intel is hosting its Vision 2025 annual event in Las Vegas this week, what we old hands used to call Intel Developer Forum back in the days when the chip maker was taking over more and more of the datacenter and had give the world a relatively inexpensive and uniform substrate on which to build hyperscale infrastructure. …
In his letter to Intel employees, new chief executive officer Lip-Bu Tan, who starts his new job next Tuesday, tells them that he is “never deterred by challenges.” …
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