➀ Intel has made a strong move after poor Q3 results, repositioning its foundry unit as an independent operation. This is aimed at attracting US rivals like AMD, Nvidia, and Qualcomm. The US Department of Commerce is encouraging this shift, with half of the world's top ten fabless companies based in the US. ➁ Intel's foundry unit is seen as a viable option for US hyperscalers looking for proprietary SOCs. ➂ With Intel's promise of the world's best foundry process next year, there's potential for significant growth.

➀ Intel CEO Pat Gelsinger outlines the future direction following a board meeting; ➁ Plans to establish Intel Foundry as an independent subsidiary; ➂ Maintains current leadership team and adds independent directors for governance; ➃ Continues Smart Capital approach for financial flexibility; ➄ Adjusts manufacturing expansion plans and delays projects in Poland and Germany; ➅ Expands in Europe through Ireland and maintains commitment to U.S. manufacturing investments.

➀ Intel has secured AWS as a customer for its 18A process; ➁ The collaboration involves co-investment in custom chip designs; ➂ Intel will produce an AI fabric chip for AWS and a custom Xeon 6 chip on Intel 3.

➀ Intel is establishing a foundry subsidiary and has announced a significant win with AWS, involving a multi-year, multi-billion-dollar deal for custom chip designs and wafers. ➁ Intel is receiving up to $3 billion from the US government through the CHIPS Act. ➂ Intel is planning to restructure its foundry business as a subsidiary to enhance independence and focus on capital efficiency. ➃ The company is also focusing on streamlining its product portfolio, integrating software and incubation businesses, and reducing workforce.

➀ The Khadas Mind 2 review examines the new Intel Meteor Lake SoC and its impact on the mini PC's capabilities; ➁ The mini PC is compact, featuring a metal case and a variety of I/O ports; ➂ The review highlights the system's performance and usability, including its peripheral attachments and expansion options.

➀ Intel reportedly lost the PlayStation 6 chip design contract to AMD in 2022; ➁ The contract, valued at around $30 billion, will benefit AMD and TSMC; ➂ Intel's decision to quibble over profit margins may have cost them the deal.

➀ Sony is developing the PlayStation 6, which is expected to be a next-generation game system; ➁ AMD is likely to continue providing hardware for the PS6 despite Intel's attempt to take over; ➂ Intel's financial struggles and high costs contributed to its loss in the bidding process for the PS6 chip supply contract.

➀ The European Commission has approved a plan for Poland to provide over 7.4 billion zlotys ($1.91 billion) in state aid; ➁ The aid supports Intel's construction of a new semiconductor assembly and test facility near Wroclaw; ➂ The project is expected to be finalized by the end of the year.

➀ Intel is expected to announce a $3.5 billion military foundry contract; ➁ The contract is part of the Secure Enclave program administered by the US Department of Commerce; ➂ The contract shows the US government's confidence in Intel's ability to regain cutting-edge chipmaking capability.

➀ Leaked benchmark results show a significant multi-core performance boost for the Intel Core Ultra 5 245K; ➁ The CPU scores 850.6 points in single-core testing and 10,907.1 points in multi-core testing; ➂ Despite not having hyperthreading, the chip performs well in multi-core tests, reaching about 90% of the performance of the higher-tier Intel Core i7-14700K.

➀ This review explores the Tyan GC70-B8033 1U server, a lower-cost option for the AMD EPYC Milan generation; ➁ It highlights the unique features and design of the server, including front I/O access and tool-less drive bays; ➂ The article also discusses the server's power supply, cooling system, and overall build quality.

➀ Intel's upcoming Z890 motherboards are set to ship with the Intel Default Profile; ➁ This move aims to prevent the instability issues caused by faulty microcodes in Raptor Lake processors; ➂ Motherboard manufacturers can still offer alternative power profiles for users to select.

➀ An Intel partner is offering refunds for faulty Core i9-14900K CPUs due to lack of stock; ➁ The affected user has sold off Intel hardware and switched to AMD; ➂ Intel confirms sufficient stock for RMA requests for Core i9-13900K and Core i9-14900K processors.

➀ Juno Computers has launched the Juno Tab 3, a 12.1-inch tablet powered by an Intel N100 CPU and pre-installed with Mobian Phosh, Ubuntu, or Kubuntu. The tablet starts at $699 and features 12GB of LPDDR5 RAM and 512GB SSD. ➁ The Intel N100 chip, part of the Alder Lake-N family, has a quad-core design without Hyper-Threading and is clocked at 3.4 GHz. ➂ The tablet offers three Linux operating system options: Mobian Phosh, Ubuntu 24.04 LTS, and Kubuntu 24.04 LTS.

➀ Intel's M1 moment with TSMC's manufacturing; ➁ The new Lunar Lake 'Moon Lake' Core Ultra 200V processor series; ➂ Intel's aggressive change in design and architecture; ➃ Performance and efficiency improvements in CPU, GPU, and NPU; ➄ The launch of over 80 models from more than 20 OEM manufacturers; ➅ The challenge to ARM processors and the x86 camp

➀ Intel's ability to catch up with TSMC in process technology is questioned; ➁ Malcolm Penn, CEO of Future Horizons, suggests it could take 10 years to catch up; ➂ Intel's process capability is about a year behind TSMC; ➃ TSMC has been running its 3nm process for a year, while Intel's best process in volume production is Intel 4 at Leixlip.

➀ Intel is facing a major talent exodus with high-level employees leaving the company rapidly; ➁ Habana Labs co-founders David Dahan and Ran Halutz have left Intel to start an AI startup named Touch; ➂ Four senior CPU engineers from Intel have also left to found a new RISC-V core IP development company named Ahead Computing Inc.

➀ Intel faces a delay in receiving the CHIPS Act funds promised by the White House in March 2024; ➁ The U.S. government requires Intel to meet certain expectations and pass due diligence checks before releasing the funds; ➂ Intel's recent struggles include a $1.6 billion loss and plans to lay off 15% of its workforce.

➀ The author discusses the limitations of Intel's new Lunar Lake laptop CPUs, particularly the inability to upgrade RAM, which is a deal-breaker for power users; ➁ The author evaluates alternative options for lightweight, high-performance laptops with 64GB of RAM, including AMD Ryzen AI 300 CPUs and Snapdragon processors; ➂ The article concludes with the author's preference for the ThinkPad X1 Carbon and the potential impact of Intel's design choices on the laptop market.

1. Intel's stock dropped over 18% due to poor profitability, workforce reduction, dividend suspension, and lower guidance; 2. Despite challenges, Intel is investing in AI and foundry segments; 3. Long-term investments and cost-cutting measures aim to stabilize future profitability.