➀ Intel is set to receive $8.5 billion from the Chips Act by year-end, with the condition that it does not sell any units to Arm or Qualcomm. The two companies had shown interest in acquiring parts of Intel's product group. ➁ Intel was awarded $19.5 billion but payments were delayed due to progress on its fab-building program. ➂ Intel has committed to spending over $100 billion on new fabs in the US.
Recent #Intel news in the semiconductor industry
➀ This video from ServeTheHome introduces the Intel Xeon 6900P Granite Rapids-AP processor, highlighting its core-for-core competitiveness with AMD's EPYC processors.➁ The video also covers the overall Intel Xeon 6 family and its performance aspects.➂ It includes B-roll footage of the system and other Intel Xeon 6 processors that are set to launch in Q1 2025.
➀ Intel's Gaudi 3 AI accelerator is now generally available, aiming to compete in the scale-out AI market; ➁ The product is expected to be deployed in systems from several vendors, including Dell and HPE; ➂ Intel is focusing on building clusters with up to 1024 nodes or 8192 accelerators to cater to enterprise needs.
➀ The Intel Xeon 6900P series, with 128 cores and 12 memory channels, marks Intel's return to server CPU leadership after trailing AMD for seven years; ➁ The series features new process technology and accelerators, aiming to compete with AMD's top-end parts; ➂ Intel's design strategy includes integrating memory controllers into compute tiles for better performance.
➀ Intel's next-gen Arrow Lake-S processors are on the horizon; ➁ Nova Lake-S will replace Arrow Lake-S; ➃ Razer Lake-S is rumored to succeed Nova Lake-S in 2026+; ➄ Intel may change sockets with Razer Lake-S.
➀ Altera is preparing to spin off from Intel, focusing on FPGA products for a standalone future; ➁ Announced Agilex 3 with new dual Cortex A55 Arm processors and AI capabilities; ➂ New Quartus Prime Software with support for Agilex 5 D-series FPGAs.
➀ Intel is reportedly offered a multibillion-dollar equity-like investment from Apollo Global Management Inc.; ➁ The investment could be a sign of confidence in Intel's turnaround efforts; ➂ The deal is still in preliminary stages and may not go through.
➀ Intel has secured $8.5 billion in new funding from Apollo Global Management; ➁ The move is seen as a vote of confidence in Intel's turnaround strategy; ➂ Qualcomm is rumored to be considering a takeover bid for Intel.
➀ Apollo Global Management has offered to invest up to $5 billion in Intel; ➁ Apollo has already taken a $11 billion stake in Intel's Irish plant; ➂ Intel's share price has been negatively impacted by its efforts to restore leading-edge manufacturing in the US.
➀ Intel plans to launch the Core Ultra 200HX mobile CPU lineup with up to 24 cores and a 5.5GHz boost speed; ➁ The lineup includes the Core Ultra 9 285HX as the flagship model, followed by five other models; ➂ Detailed specifications of each model, including core counts, boost speeds, and iGPU configurations, have been leaked.
➀ Intel's decision to outsource chip manufacturing and the delay in its 7nm CPU technology are discussed; ➁ The reasons behind Intel's stagnation in 14nm process technology are analyzed, including the obsession with transistor density and the pursuit of GAA FET manufacturing processes; ➂ The challenges faced by Intel's design department, including excessive ambition and rigid thinking, are highlighted; ➃ The impact of TSMC's involvement and the internal issues within Intel are explored; ➄ The history of Intel's chip manufacturing process is reviewed, highlighting key milestones and setbacks; ➅ The role of the Technology Manufacturing Group (TMG) in Intel's history and its recent restructuring is discussed; ➆ Intel's struggle with the Tick-Tock model and its impact on product development is analyzed; ➇ The internal conflicts and management issues within Intel are examined; ➈ The future prospects for Intel and its potential strategies for recovery are considered.
➀ The review focuses on the MiTAC Intel Denali Pass 2U 4-node liquid-cooled server system; ➁ The system is almost entirely liquid-cooled, with innovative features; ➂ MiTAC's expertise in building systems for hyper-scale customers is highlighted.
➀ The Maxsun iCraft B760M Cross offers a unique white anime-themed appearance and high-speed USB Type-C ports but struggles with power delivery and lack of utility. ➁ The board supports 12th-14th gen Intel processors, three M.2 sockets, and Wi-Fi 6E, but its performance is limited by BIOS settings. ➂ Despite its unique design, the board faces competition from other Micro ATX and ATX motherboards.
➀ BEC Distribution宣布提供STMicroelectronics和onsemi的IGBT晶体管替代品;➁ 英特尔为其18A工艺赢得了亚马逊网络服务的客户;➃ AMD推出9x9mm汽车认证FPGA;➄ 英特尔CEO Pat Gelsinger阐述未来发展路线;➅ 英特尔预计将宣布35亿美元军事代工厂合同。
➀ Samsung, SK hynix, and TSMC are set to overtake Intel in revenue in Q3 due to strong performance in data centers and AI. ➁ Intel's revenue projection is between $12.5 billion and $13.5 billion, lower than the expected earnings of TSMC and Nvidia. ➂ Nvidia's sales projection is around $32.5 billion, making it the likely leader in semiconductor sales.
➀ Lenovo's new Yoga Slim 7i Aura Edition with Lunar Lake CPU exceeds 24 hours of video playback; ➁ Outperforms Apple M3 MacBook by 5 hours and 22 minutes; ➂ Lunar Lake poised to compete with ARM-based laptops on battery life.
➀ AMD's Ryzen 9000 CPUs experience a 10% frequency drop when executing AVX-512 instructions, unlike Intel's CPUs which typically suffer from more substantial clock speed drops; ➁ AMD's implementation on the Zen 5 architecture is efficient but at the cost of die size; ➂ The mobile parts of AMD use a double-pumped AVX-256 approach to execute AVX-512 instructions, which allows for more cores in the processors.
➀ The MiTAC Intel DSG 3000W Fanless Liquid Cooled PSU is designed for Intel DSG servers and is now sold under the MiTAC brand; ➁ The PSU features an innovative liquid cooling design with an intake and outlet nozzle above the CRPS power supply PCB connector; ➂ It is 80Plus Titanium rated and utilizes a solid faceplate to block airflow, making it suitable for high-efficiency liquid-cooled server setups.
➀ Intel's CEO Pat Gelsinger outlines the 'next phase of Intel's transformation'; ➁ The chip-making business will become an independent subsidiary; ➂ Intel Foundry will expand collaboration with AWS and receive $3 billion in funding from the US government.
➀ Intel is set to receive up to $3 billion in funding for the Secure Enclave program; ➁ The program aims to bolster the trusted production of advanced chips on Intel's 18A process technology for U.S. government use; ➂ Intel's partnership with the DoD dates back to 2020 and includes contributions to the SHIP program.