Intel's recent comeback has been spearheaded by CEO Lip-Bu Tan, who has turned around the company & made it the center of tech conversation. Winning Over President Trump & Elon Musk Was Just The Start, The Real Opportunity of Intel Lies Ahead As CEO Lip-Bu Tan Focuses on "Leadership Through Execution" Intel's success didn't come overnight. Just a year ago, the company's share was a mess, and it was facing internal and external crises at the same time. However, decisions made by former CEO Pat Gelsinger on the Foundry front and a solid roadmap framework, along with current CEO Lip-Bu […]

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$INTC is massively up after beating revenue guidance for Q1 '26 and posting strong guidance for Q2. Foundry and DCAI both showed healthy growth over the last quarter, while Client Computing slumped slightly due to inflationary pressures and the ongoing RAM crisis. Some might say that the explosive growth in Intel's stock price isn't justified by its results this quarter. After reviewing Intel's earnings call, I personally disagree. Here are the most important quotes from the call. Intel Foundry - 18A Beating Internal Yield Projections, 14A Development Going Smoothly "We have made steady progress with Intel 4 and Intel 3, […]

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Intel Foundry has welcomed its newest member, Shawn Han, from Samsung Foundry, as the company continues to build its A-Team in the semiconductor business. Shawn Han of Samsung Foundry Joins Intel Foundry, Bringing Years of Semiconductor Experience The announcement was made by Intel Executive Vice President, Naga Chandrasekaran, on LinkedIn, and shared by the Intel Foundry handle on X. In the post, Naga announced that Shawn Han has joined Intel & will serve in a leadership position as the Senior Vice President and General Manager of Foundry Services. Shawn begins his role from May this year, and the important part […]

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The market isn't apparently ready for lower capacity storage drives, but for most, lower RAM capacity is still acceptable. Lexar Says Demand for Smaller Capacity SSDs Have Dwindled While Smaller RAM Capacity RAM Kits are Still Popular Not every component has the same influence when it comes to building a PC. While RAM and SSDs have both gone insanely expensive in recent months, their influence varies when it comes to what gamers prefer. RAM shows a clear impact in gaming and non-gaming workloads, but storage drives contribute much except for faster loading times. Irrespective of that, faster SSDs are always […]

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TSMC's dominance over the semiconductor industry also stems from how disciplined its supply chain partners have become, and rivals are now looking to capitalize on this edge. TSMC's Supply Network Has Created a Moat For Them In The Chip Industry, After Passing Them Through Stringent QC Tests The Taiwan chip giant has been known for its work in the semiconductor industry, not just in terms of the process technology it has brought into the market, but also how it has created standards that have become industry benchmarks, whether it is customer relations, dealing with geopolitical tensions, or managing the supply […]

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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. Intel's ex-CEO Pat Gelsinger Is Disappointed By Wall Street's Expectations, But He Shows Faith in Lip-Bu Tan The US semiconductor industry has seen dramatic changes over the past few years, mainly driven by government initiatives such as the CHIPS Act, which aim to produce chips on home soil. Intel's former CEO, Pat Gelsinger, has been a key advocate of America's supply chain resilience and was one of the individuals responsible for bringing an "engineering-driven" approach to the […]

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NVIDIA dropped a massive bomb at GTC 2026: the announcement of DLSS 5, which left almost everyone surprised, except for the folks at Digital Foundry, who were already able to check out this new technology. Richard Leadbetter and Oliver Mackenzie discussed it in a first-look hands-on preview and, by and large, waxed praise upon it. I've selected some of the strongest quotes from their DLSS 5 impressions video: Oliver Mackenzie: Richard Leadbetter: Yet even their highly positive video is already filled with commenters suggesting that DLSS 5 is "just an AI filter" and that it is "disrupting the original art […]

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NVIDIA now plans to bring older GPUs back to life, and according to a new report, Samsung Foundry is preparing to restart production lines for the GeForce RTX 3060. Samsung Foundry Reportedly Plans to Restart 8nm Production of NVIDIA's GeForce RTX 3060 GPUs The consumer GPU industry has seen significant changes over the past few months, amid DRAM shortages. Not only have we witnessed changes in product launch cycles, but the retail availability of popular SKUs has worsened since then. Given that NVIDIA is having a difficult time managing both the AI/consumer businesses, the company does have a few options […]

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Intel's CFO, David Zinsner, took the stage at the Morgan Stanley conference, and based on his comments on the foundry front, Team Blue looks a lot more confident about division breakeven. Intel's 18A-P & 14A Will Prove to Be Effective Solutions For External Customers; Packaging To Bring 'Billions' In Revenue Under CEO Lip-Bu Tan, Intel has been entering the foundry market at a time when the AI frenzy significantly drives customer demand. One of the more significant achievements under Tan was the successful ramp-up of Panther Lake, and according to Zinsner, 18A has delivered on expectations, with yield rates improving […]

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