Intel's Data Center Revenue Rose 78% and the Stock Fell 28.58%
Intel beat its own Q3 guidance as data center revenue rose 78%, then guided Q4 about 9% below consensus. Its shares fell 28.58% in one of their worst sessions.
By TPW Editorial8 min read
#intel
5 stories · “intel”.
Eight Tech Companies Are Evaluating Intel's 14A Node, and None Has Signed
A Piper Sandler research note says Amazon, Apple, AMD, Google, Tesla, Microsoft, Nvidia and Qualcomm are evaluating Intel's 14A process, with no commitments.
By TPW Editorial10 min read
Intel Can Fill Only About Half of CPU Demand as AI Inference Strains Its Fabs
Intel CEO Lip-Bu Tan says the chipmaker fills only about half of CPU demand as AI inference strains its fabs, and the 14A production timeline is in dispute.
By TPW Editorial8 min read
SK Hynix Weighs Making Memory in the US by Leasing Intel's Ohio Site
SK Hynix is in exploratory talks with Intel about producing memory chips on US soil for the first time, with Intel's delayed Ohio complex as one option.
By TPW Editorial8 min read
Intel Has Run a Million High-NA Wafers, and Its Rivals Just Adopted Its Standard
Intel says it has processed more than a million High-NA EUV wafers, roughly three-quarters of the world total, as TSMC and Samsung sign on to the mask standard it championed.
By TPW Editorial8 min read