➀ Intel's CEO reportedly made a misstep that offended TSMC; ➁ The incident led to TSMC canceling a 40% discount; ➃ The discount cancellation is ahead of Intel's Q3 financial announcement.
Recent #Intel news in the semiconductor industry
➀ Intel's Arrow Lake CPUs have sold poorly in Germany; ➁ Core Ultra 200S sales have stagnated after only one week; ➂ AMD's market share in CPUs has increased to 95% on Mindfactory.
➀ Intel's third-quarter revenue is expected to show the largest decline in five quarters; ➁ The report from MoneyDJ cited by Reuters shows Intel's share price has plummeted this year; ➂ The company is falling behind in the AI race.
➀ Intel has made significant advancements in transistor performance using ultra-thin 2D materials; ➁ These materials, such as MoS₂ and WSe₂, are suitable for scaled-down devices due to their excellent electrical properties; ➂ Challenges include integrating these materials into existing technology and overcoming the lack of atomic 'dangling bonds' for strong connections.
➀ G.SKILL and ASUS ROG set a new DDR5 frequency world record at 12,112 MT/s; ➁ The record was achieved using G.SKILL Trident Z5 RGB memory and Intel Core Ultra 9 285K CPU; ➂ The record-breaking performance showcases the capabilities of the latest Intel processors and G.SKILL DDR5 memory.
Intel Processor N-series CPU specifications leaked — Intel dishes up paltry clock speed improvements
➀ Intel's N-series CPU specifications have been leaked, showing marginal clock speed improvements over predecessors; ➁ The new N-series chips are based on Alder Lake silicon and are expected to refresh the lineup; ➂ Home server enthusiasts are disappointed as the refresh does not include a sub-10W Arrow Lake CPU.
➀ NVIDIA is hiring former Intel staff in Israel; ➁ Salaries are 33% higher than Intel; ➂ The move follows significant layoffs at Intel.
➀ Intel Arrow Lake CPUs with Z890 motherboards face issues with Windows 11 24H2; ➁ The conflict between integrated and discrete graphics causes crashes and reboots; ➂ ASUS provides a BIOS update or disabling integrated graphics as a workaround.
➀ Intel has announced a successor to its head of process technology development; ➁ The successor, Navid Shahriari, is currently running the company's design engineering activity in Arizona; ➂ The 18A process, which is part of the 5N4Y program, is expected to be unveiled next year.
➀ Intel announced the expansion of its Chengdu Packaging and Testing Base in Beijing, adding server chip packaging and testing services.
➁ The expansion aims to enhance local supply chain efficiency and support Chinese customers.
➂ The new Intel Customer Solution Center will be a one-stop platform for industry solutions.
➃ Intel has invested over $4 billion in the Chengdu base since 2003.
➄ Chengdu is a key production center for Intel's mobile device microprocessors.
➀ The Intel Core Ultra 9 285K's built-in Arc GPU is surprisingly capable; ➁ The GPU can run many PC games at 1080p 60 FPS; ➂ The performance is impressive, especially for an integrated GPU.
➀ Kingston sets a new memory overclocking world record with its FURY Renegade DDR5 CUDIMM at 12,108MT/s; ➁ The record was achieved on Intel's Z890 platform with liquid nitrogen cooling; ➂ Kingston's 8400MT/s CUDIMM modules are tested and qualified for high-performance applications.
➀ Intel CEO Paul Otellini proposed buying NVIDIA for $20 billion in 2005; ➁ NVIDIA is now worth over $3.3 trillion and leads in AI; ➂ The board rejected the proposal, and Intel's current performance might not have been as successful if the acquisition had been made.
➀ Corsair tease DDR5-10000 CUDIMMs for Intel's Core Ultra 200S platforms; ➁ Based on SK hynix's 24Gb memory ICs; ➂ Features XMP-10000 profile for 10,000 MT/s data transfer rate; ➃ Gear 4 mode required, with memory controller operating at 1/4 the memory's transfer rate; ➄ Also includes XMP-8400 profile for 8,400 MT/s transfer rate with lower voltage and potential higher real-world performance.
➀ Hemlock Semi获得325亿美元芯片法案资金;➁ 英特尔与三星晶圆代工合作;➂ Lumissil推出集成的RISC-V微控制器;➃ ZF Friedrichshafen退出与Wolfspeed的德国晶圆合资企业;➄ 三星晶圆厂面临挑战
➀ AI is cited as a growth driver for the semiconductor industry; ➁ McKinsey study shows 72% of organizations have adopted AI; ➂ Gartner estimates worldwide AI IC revenue to reach $92 billion by 2025.
➀ Microsoft's DirectSR tool has been updated to support AMD FSR 3.1; ➁ The tool simplifies the integration of upscaling options into games; ➂ AMD FSR 3.1 improves image quality and reduces artifacts.
➀ Four former Intel board members express concerns about Intel's future and the importance of maintaining its manufacturing capabilities; ➁ They argue for the separation of Intel's design and manufacturing businesses, suggesting a new foundry independent of Intel; ➂ They emphasize the need for government intervention and support to revitalize American semiconductor manufacturing.
➀ AI is driving significant growth in the semiconductor industry; ➁ The AI IC market is expected to reach $110 billion in 2024; ➂ NVIDIA leads the AI IC market with a projected revenue of $96 billion.
➀ Intel's reported move to discuss cooperation with Samsung in their foundry businesses suggests a lack of confidence in achieving process technology leadership next year; ➁ Both companies aimed to incorporate GAA transistors and backside power delivery into a 2nm process to challenge TSMC; ➂ Samsung failed to achieve commercially viable yields, delaying orders for new production machinery, while Intel has ordered all five of the high-NA EUV machines made this year.