➀ Wolfspeed wins $750m Chips Act award; ➁ Vietnam semi plan; ➂ China to have 11% of global DRAM capacity this year; ➃ Kioxia’s route from $30bn to $5bn; ➄ Intel sets up second high-NA EUV machine
Recent #Intel news in the semiconductor industry
➀ Intel is seeking investors to acquire a minority stake in its programmable chip subsidiary Altera, valuing it at around $17 billion;
➁ This move comes after Intel has faced significant stock price declines and a long-term decline in market share;
➂ Intel's CEO Pat Gelsinger had previously stated that the business was a core part of Intel's future development, but the company is now considering a sale.
➀ Xsight Labs, a chip company invested by Intel and AMD, announced the release of its E1 SoC, the first in its SDN DPU product line, designed for ultra-large-scale, edge, and AI data center networks.
➁ The E1 SoC is built on TSMC's advanced 5nm process technology, offering unprecedented efficiency and computing power.
➂ E1 is designed to meet the growing demand for fast-growing data center infrastructure and advanced applications, especially in AI and compute-intensive environments.
➀ An analysis of the recent issues with Intel's 13th and 14th Gen processors; ➁ Root cause identified as Vmin Shift Instability; ➂ Importance of precise analysis tools in preventing aging degradation.
➀ Intel has begun laying off 1,300 workers from its Gordon Moore Park facility in Oregon.
➁ The layoffs are part of a broader plan to reduce the company's workforce by 15,000 workers globally.
➂ This represents over 5% of Intel's workforce at Gordon Moore Park.
➀ China's Cybersecurity Association recommended a cybersecurity review of Intel's products sold in China due to frequent vulnerabilities and poor reliability.
➁ Intel's actions in catering to the US government's policies on Xinjiang and China's suppliers are criticized.
➂ The review could impact Intel's revenue in China and benefit domestic CPU manufacturers like Hygon and Zhaoxin.
➀ Intel and AMD are testing 12V-2x6 PCIe power connectors for their next-gen Radeon and Arc GPUs; ➁ The new standard is expected to be used in upcoming GPUs; ➂ Despite the new standard's benefits, Intel and AMD are hesitant to change due to the reliability of traditional connectors.
➀ Qualcomm is waiting for the 2024 US presidential election results before making a move on Intel; ➁ The company is considering an acquisition of Intel, which could lead to antitrust concerns; ➂ The potential merger of Qualcomm and Intel, both major players in the semiconductor industry, could be one of the biggest deals in history.
➀ Intel CEO Pat Gelsinger showcased the upcoming Panther Lake CPU with Xe3 GPU at Lenovo's 2024 Tech World event; ➁ Panther Lake will be the first to use Intel's 18A manufacturing process with RibbonFET gate-all-around FETs and PowerVia backside power delivery technology; ➂ The CPU will feature new P-cores and E-cores, and is expected to introduce Intel's Xe3 graphics architecture.
➀ AMD Ryzen 7 9800X3D is rumored to be launched on October 25; ➁ The processor features 8 cores and 16 threads with Zen 5 power and next-gen 3D V-Cache; ➂ The processor is expected to be unveiled on October 25 and launched in early November.
➀ AMD and Intel have announced a new x86 advisory board to support x86 customers and accelerate the x86 ecosystem. The goal is to unify the x86 ISA between the two companies and enhance compatibility, predictability, and consistency across x86 product offerings. ➁ This collaboration is a significant shift in the x86 landscape and aims to benefit customers through standardization and innovation. ➂ The advisory board includes industry leaders like Broadcom, Dell, Google, HP, and others.
➀ AMD's Ryzen 7 9800X3D with 3D V-cache is highly anticipated; ➁ Intel's Core Ultra 200S series, known as Arrow Lake, was introduced last week; ➂ AMD's announcement of Ryzen 7 9800X3D may overshadow Intel's launch.
➀ Intel plans to complete layoffs of approximately 15,000 employees by the end of the year.
➁ Layoffs in Israel are scheduled to take place in the last week of October.
➂ Early retirement options were offered to experienced employees, resulting in many of them leaving the company.
➀ Intel's Core Ultra 200S desktop CPUs are launching; ➁ Non-K variants may have DDR5 support limitations; ➂ Arrow Lake non-K CPUs will top out at DDR5-7200.
➀ Intel Z890 LGA1851 motherboards are now available for pre-order on Newegg; ➁ Prices range from $189 to $799; ➂ Models from ASRock, Gigabyte, and MSI are included.
➀ Intel has launched its Core Ultra 200S series processors, known as Arrow Lake, for the desktop platform. The initial launch includes five CPU SKUs, but a support document suggests a potential sixth SKU, the Core Ultra 9 295K, might exist. ➁ The document lists the Core Ultra 9 295K as a CPU without a bundled cooler, which is unusual for Intel. ➂ Speculations include it being a typo or a successor to the Core i9-14900KS with a higher clock speed.
➀ Intel's Arrow Lake CPUs, part of the Core Ultra 200S series, are verified for compatibility with Intel Application Optimization (APO) to enhance gaming performance up to 31%; ➁ APO now supports four generations of Intel processors with the addition of new Core Ultra 200S SKUs; ➂ Intel APO game library expands with 12 new titles, bringing the total to 26 games.
➀ LGA 1700 CPUs are incompatible with Arrow Lake; ➁ Intel's upcoming “Arrow Lake” Core Ultra processors have a taller and thinner CPU; ➂ New Z890 motherboards may incorporate a “Reduced Load ILM” design for better cooling performance.
➀ Noctua announced compatibility of its CPU coolers and mounting kits with the new LGA1851 socket; ➁ Free mounting upgrade kits are available for older models; ➂ Noctua coolers will be compatible with new Z890 motherboards.
➀ MSI teased its MEG Z890 GODLIKE motherboard; ➁ The motherboard is expected to launch in Q4; ➂ It features expanded storage capabilities, high-speed connectivity, and advanced technologies like Wi-Fi 7 and Thunderbolt 4.