Intel company headlines, earnings, strategy, leadership, and market-moving business updates.
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The companies say a new collaboration will combine Fortinet’s purpose-built security ASIC expertise with Intel’s design, packaging and manufacturing to accelerate development of Fortinet Security Processor 6.
THE APEX TIMES
THE APEX TIMES
The collaboration aims to accelerate glass substrate-based packaging that could pack more connections, improve power efficiency, and support scaling advanced chiplets used in data centers and AI systems.
THE APEX TIMES
A new comparison weighs Astera Labs’ rapid growth and a “fortress” balance sheet against Intel’s accelerating data-center momentum, in a debate about which technology name offers the stronger risk-reward profile.
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Intel said it delivered its best year-over-year revenue growth in 15 years and also announced a partnership with Synopsys to apply AI-driven electronic design automation, a move aimed at accelerating next-generation chip development.
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Intel says Synopsys and Keysight Technologies have been certified for its latest 14A and 18A P foundry process nodes, a step aimed at smoothing the design and simulation pipeline for customers building AI chips.
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The Intel Foundry program that helped U.S. defense and industry teams move from prototype to production readiness is now complete, the company says. The work supports Secure Enclave and expands the use of Intel 18A process technology and advanced packaging.
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A fresh read-through of Intel’s trajectory suggests that government support for its contract chip-manufacturing effort helps, but the next phase depends on whether major customers lock in long-term production volumes.
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A market-news report said Taiwan Semiconductor Manufacturing Co. is set to take on new AI chip packaging work, a development that traders associated with Intel’s manufacturing and packaging capabilities.
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A new market challenge is emerging for Intel in artificial intelligence computing, as competition increasingly hinges on who can produce advanced chips at scale and on time.
