Intel company headlines, earnings, strategy, leadership, and market-moving business updates.
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Intel said it has entered “risk production” for an 18A process variant, a step that outlines progress as the semiconductor industry bets on next-generation manufacturing capacity.
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Intel has roughly seven times its value over about 14 months, fueling renewed debate over whether the legacy semiconductor maker is finally turning the corner for investors.
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A rare two-step rating change from Bank of America has renewed investor focus on Intel’s role in building AI infrastructure, with the firm pointing to a shift toward central processing units and continued interest in Intel’s foundry plans.
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Cornelis networking chips, developed by an Intel spinout, are set to help connect compute nodes in a U.S. supercomputer used for nuclear research, according to a report.
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The chipmaker told investors it has moved its next-generation 18A process into an initial “risk production” phase, a step that precedes volume manufacturing. Intel linked the timing to what it described as strong demand for its central processing units.
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Intel says its first performance enhancement in the Intel 18A family, Intel 18A-P, has entered risk production, while engineers at VLSI discussed how GAA and backside power delivery support the next scaling steps for logic chips aimed at AI workloads.
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Intel said its 18A-P process technology, intended for next-generation central processing units (CPUs), has moved into initial production, a milestone it is positioning for a broader wave of AI-accelerated computing workloads.
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At the VLSI Symposium, Intel Foundry executives described progress toward its next-generation manufacturing nodes, including Intel 18A-P moving into risk production with performance, thermal and design-rule objectives aligned to Intel 18A.
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A market analysis argues that the next wave of artificial intelligence spending will reward companies that can supply compute for running models, not just building them, and sees Intel ultimately reaching a $5 trillion market value.
