How Securing a Major AI Client for 18A Chips At Intel (INTC) Has Changed Its Investment Story

Industry sources reported in the past week that Intel’s foundry division has secured a significant artificial intelligence client, likely Microsoft, for its advanced 18A/AP chip manufacturing process, ...
Guru3D

Intel Foundry Wins Microsoft Maia 3 Griffin AI Chip Order

Microsoft has reportedly chosen its 18A manufacturing process to build the next-generation Maia 3 “Griffin” AI accelerator. The report comes from SemiAccurate’s Charlie Demerjian, later shared by X ...

TSMC speeds up plan to expand, upgrade chip manufacturing technology in Arizona

CEO C.C. Wei said the company was working to accelerate production of chips made using its 2-nanometer, or "N2," ...

BE Semiconductor: Expensive Now, But Its AI Chip Packaging Leadership Makes It Cheap Later

BE Semiconductor leads in die-attach tech for AI chips, with strong 2026–2028 growth expected from advanced packaging demand.

Inside Intel's Hail Mary to Reclaim Chip Dominance

The struggling American chipmaker is betting that a new plant and fresh product line will help turn around its fortunes.

Intel outlines details of first PC chip made on its new manufacturing tech

Intel on Thursday unveiled key details of its upcoming Panther Lake laptop processor, the first chip built on its ...

Intel stock ticks up on reports of major AI client for 18A process

These rumors align with Intel’s February 2024 announcement that it had secured Microsoft as a marquee customer for ...

Microsoft may become one of the biggest customers of these new Intel chips

Microsoft is reportedly set to become a major customer for Intel's cutting-edge 18A chip manufacturing process, potentially ...
Reuters

Intel to reveal tech details on forthcoming PC chip, sources say

It is part of an effort to reassure investors about Intel's first product made entirely using its next-generation ...