|
|
|
24.11.25 - 03:06
|
Intel′s EMIB becomes potential alternative to TSMC′s CoWoS (Digitimes)
|
|
|
TSMC's advanced CoWoS packaging capacity has become extremely tight, resulting in only a few leading AI chipmakers having the means to book capacity in large quantities. Other ASIC makers and second-tier AI chip companies have struggled to secure sufficient capacity. There is market speculation that Intel's EMIB advanced packaging process is becoming the main alternative option that chipmakers are considering. Marvell and MediaTek are both rumored to try it, following a new business model that involves front-end water fabrication at TSMC and back-end packaging with Intel....
|
|
|
|
|
23.11.25 - 04:06
|
Intel′s China debut highlights AI expansion, Gaudi 2E, and disaggregated supernodes (Digitimes)
|
|
|
The 2025 Intel Technology Innovation and Industry Ecosystem Conference was held from November 19 to 21, 2025, in Chongqing, China. At the event, Intel CEO Lip-Bu Tan and newly appointed chairman of Intel China Alan Wang both made their first public appearances in China following their appointments. They took office in March and September 2025, respectively. In contrast to former CEO Pat Gelsinger, their remarks focused heavily on AI....
|
|
|
|
|
|
|
|
|
|
|
|
|
21.11.25 - 14:06
|
Intel Aktie: Abstand zu TSMC und Samsung bleibt groß (Aktiencheck)
|
|
|
St. Petersburg (www.aktiencheck.de) - Intel-Aktienanalyse von Raymond James:
Die Analysten von Raymond James nehmen die Coverage für die Aktie von Intel Corp. (ISIN: US4581401001, WKN: 855681, Ticker-Symbol: INL, NASDAQ-Symbol: INTC) mit dem Rating "market perform" wieder auf.
Die verbesserte Bilanz und das neue Management seien Gründe für Zuversicht, allerdings bleibe das Ausführungsrisiko erheblich, da Intel gegenüber reinen Foundry-Wettbewerbern wie TSMC (TSM) und Samsung Foundry in mehreren Bereichen zurückliege. [mehr]...
|
|
|
|
|
|
|
|
|
21.11.25 - 04:06
|
What does former TSMC SVP want to achieve in his return to Intel? (Digitimes)
|
|
|
Wei-Ren Luo, former senior vice president of TSMC, joined Intel after retiring at age 75. He is expected to leverage his expertise in wafer fabrication, R&D, and supply chain management. His move sparked industry concerns over trade secrets and national security, but it will likely benefit Intel greatly....
|
|
|
|
|
20.11.25 - 18:02
|
Intel Pivots to Custom Chips to Tap China′s Trillion-Yuan Computing Markets (Caixin)
|
|
|
Intel Corp. is doubling down on its localization strategy in China, unveiling plans to offer custom chip solutions tailored to the country's fast-growing PC and cloud computing markets — sectors the company expects to reach multi-trillion yuan scales.
Speaking Wednesday at the Intel Technology Innovation and Eco-partner Summit in Chongqing, Intel China Chairman Wang Zhicong laid out a vision for adapting the U.S. chipmaker's offerings through modular configurations designed to meet specific local needs. The shift signals a strategic evolution for the company as it seeks to defend its stake in a market that accounted for nearly 30% of its global revenue last year.
The initiative reflects mounting pressure from China's push to wean itself off foreign technology amid a broader U.S.-China tech rivalry. Wang Zhicong said that as the company approaches its 40th anniversary in China in 2025, Intel is ready to manufacture chips in a menu-style model if local customers specify their requirements — marking a...
|
|
|
|
|
20.11.25 - 08:06
|
Taiwan vows to protect TSMC 2nm technology from possible leak (Digitimes)
|
|
|
The appointment of former TSMC SVP of Corporate Strategy and Development Wei-Ren Luo to a senior position at Intel has raised concerns among legislators over potential trade secret leakage. Some lawmakers are advising the government to more strictly guard technologies, as Japanese and US companies are closely eyeing Taiwan's ability to mass-produce 2nm chips. Taiwan's Minister of Economic Affairs (MOEA) Ming-hsin Kung reassured that key technologies will not be leaked....
|
|
|
|
|
20.11.25 - 04:51
|
China Intel Officers Offering Western Gov′t Insiders Cash For "Low-Level Information" (ZeroHedge)
|
|
|
China Intel Officers Offering Western Gov't Insiders Cash For "Low-Level Information"
Submitted by The Bureau's Sam Cooper,
Chinese intelligence officers are offering Westminster insiders strikingly large sums of money for what looks like low-level political gossip – using "head hunters" on LinkedIn to offer paid "research tasks" – and effectively flooding Keir Starmer's government ranks with inducements to betray the people of Britain, in Beijing's efforts to build long-term relationships to undermine the West.
That is the stark picture painted in an extraordinary new espionage alert issued by MI5 and circulated inside Parliament, which warns that officers of China's Ministry of State Security (MSS) "offer large financial incentives for seemingly low-level information in an attempt to build a relationship and encourage the target to gain access to more non-public sensitive information."
The preferred methods of payment — cash drops in China o...
|
|
|
20.11.25 - 04:06
|
Intel details early development lead of 14A process and Nvidia collaboration at TIMT Conference (Digitimes)
|
|
|
At the 2025 RBC Capital Markets Global Technology, Internet, Media and Telecommunications (TIMT) Conference on November 18, Intel vice president John Pitzer outlined significant progress in the company's next-generation 14A process node. Highlighting early customer engagement and strategic partnerships, he addressed Intel's technology developments, cooperation with Nvidia, and current capacity challenges....
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
