Intel$INTC

Research Articles

Google New Custom Silicon Replaces 10 Million Intel CPUs | Google Argos VPU

Intel ($INTC) • By SemiAnalysis • 2021-06-02

Intel’s Trojan Horse into the Foundry Business | Co-packaged Silicon Photonics is Intel’s Path Forward for IDM 2.0

Intel ($INTC) • By SemiAnalysis • 2021-06-11

Intel Grossly Exaggerates Foundry “Wins” With Qualcomm And Amazon, There Are No Deals For Manufacturing Chips

Intel ($INTC) • By SemiAnalysis • 2021-07-29

A Chip Off The Old Block? New RISC-V Startup Garners Many Senior CPU Architects From Apple, Google, Marvell, Qualcomm, Intel, and AMD

Intel ($INTC) • By SemiAnalysis • 2021-08-28

Rivos Inc | A Chip Off The Old Block? New RISC-V Startup Garners Many Senior CPU Architects From Apple, Google, Marvell, Qualcomm, Intel, and AMD

Intel ($INTC) • By SemiAnalysis • 2021-08-30

TSMC 3nm Wafer Shipments Pushed Into Q1 2023, 2.5 Years After N5 | TSMC 2nm, Samsung 2nm, And Intel 20A Battle It Out In 2025

Intel ($INTC) • By SemiAnalysis • 2021-10-14

Intel Betting The Farm – Shrinking Business, Margins Down For Few Years, But Aggressively Investing $40B-$43B A Year And More With Subsidies

Intel ($INTC) • By SemiAnalysis • 2021-10-22

TSMC Wants To Make Intel Dependent On External Manufacturing - Wafer Supply Agreement Insights For AMD, Apple, Broadcom, Intel, MediaTek, Nvidia, and Qualcomm

Intel ($INTC) • By SemiAnalysis • 2021-12-22

TSMC Wants To Make Intel Dependent On External Manufacturing - Wafer Supply Agreement Insights For AMD, Apple, Broadcom, Intel, MediaTek, Nvidia, and Qualcomm

Intel ($INTC) • By SemiAnalysis • 2021-12-23

Advanced Packaging Part 2 - Review Of Options/Use From Intel, TSMC, Samsung, AMD, ASE, Sony, Micron, SKHynix, YMTC, Tesla, and Nvidia

Intel ($INTC) • By SemiAnalysis • 2022-01-06

TSMC Throws Down a $40B-$44B Gauntlet, Far Surpassing Intel And Samsung

Intel ($INTC) • By SemiAnalysis • 2022-01-13

Advanced Packaging Part 3 – Intel’s Curious Bet on Thermocompression Bonding, ASM Pacific, Kulicke and Soffa, and Besi TCB Tool Landscape

Intel ($INTC) • By SemiAnalysis • 2022-01-19

Is Intel Shipping Tools Out Of US Fabs So They Can Abuse CHIPS Act Subsidies?

Intel ($INTC) • By SemiAnalysis • 2022-01-30

Intel Is Throwing The Kitchen Sink, But Is The Turn Around Plan Reasonable?

Intel ($INTC) • By SemiAnalysis • 2022-02-18

How Nvidia’s Empire Could Be Eroded - Intel Network And Edge Has The Playbook

Intel ($INTC) • By SemiAnalysis • 2022-04-06

Turning The Titanic – How Intel Is Using Software Acquisitions And Increased Accountability To Attempt To Save The Sinking Ship

Intel ($INTC) • By SemiAnalysis • 2022-05-18

Meteor Lake Die Shot and Architecture Analysis – Why Is Intel 4 Only A 40% Area Reduction Versus Intel 7?

Intel ($INTC) • By SemiAnalysis • 2022-05-26

ACM Research, China’s Most Successful Semiconductor Capital Equipment Provider, Wins At SK Hynix and Intel

Intel ($INTC) • By SemiAnalysis • 2022-07-18

Intel Cuts Fab Buildout by $4B To Pay Billions In Dividends

Intel ($INTC) • By SemiAnalysis • 2022-07-29

2023 Datacenter Outlook – AMD and Intel Revenue, ASP, and Units – Genoa Ramp Details

Intel ($INTC) • By SemiAnalysis • 2022-10-17