Intel has rapidly grown its custom ASIC business, exiting 2025 at a $1 billion run rate. Soaring demand for networking AI chips has driven much of the demand. This is a $100 billion market opportunity ...

Intel technically revealed Panther Lake back in October 2025, leading with the Xe 3 graphics architecture, which Intel claimed was a massively improved integrated graphics chip. Well, shortly after ...

Intel faces significant supply constraints for its upcoming Core Ultra Series 3 Panther Lake and Nova Lake PC chips, with the company prioritizing higher-margin data center processors instead. PCWorld ...

Intel shares slid 17% Friday, a day after the chipmaker told investors it hadn’t allocated enough production capacity to meet booming demand from data centers. “Revenue would have been meaningfully ...

Execution risks remain Intel's core vulnerability, especially with recent stock gains underpinned by external validation rather than tangible operational progress. As discussed in my previous coverage ...

Intel's Dan Rogers talking up the Arc's big FPS numbers, and touting a partnership with EA. (Intel) For Intel, the stakes at CES are higher than ever. In the past 12 months, both NVIDIA and the US ...

Nvidia Just Made a $5B Bet on Intel. Here’s Why It Matters Your email has been sent Nvidia has completed a $5 billion investment in Intel, formally taking a stake in the US chipmaker months after the ...

Intel unveiled its Panther Lake Series 3 processors at CES. First large-scale chips made with 18A manufacturing process. Next-generation power efficiency and increased AI performance. Intel officially ...

Intel (NASDAQ: INTC) faced a setback in its foundry comeback story a few days ago when reports emerged that AI giant Nvidia (NASDAQ:NVDA) was halting tests on Intel’s most advanced manufacturing ...

TL;DR: Intel is preparing to launch the flagship Arc B770 GPU, powered by the BMG-G31 chip, targeting 1440p gaming with 60% more Xe2 cores than the Arc B580. Anticipated for CES 2026, the B770 aims to ...

Intel (INTC) gained 20% in one week on rumors of a deal to manufacture Apple Mac chips by 2027. Intel stock surged 116% year to date and outperformed Nvidia in 2025. Analyst Min-Chi Kuo suggests Apple ...

Shares of Intel Corp. closed 10% higher today following a report that it may win a contract to produce chips for Apple Inc. devices. Prominent Apple analyst Ming-chi Kuo wrote on X that reports of the ...