'Intel Plus Elon' Could Pose Bigger Threat to TSMC Than Musk Alone, Chip Analyst Says
Chip analyst Jay Goldberg says Intel’s manufacturing expertise could make Musk’s Terafab a much bigger threat to TSMC.
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SUNMI Launches Windows Commercial Product Family Featuring Intel Core Ultra Processors
SUNMI Technology has introduced a new line of Windows-based commercial terminals powered by Intel Core Ultra processors, marking an expansion into the x86 market.
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Intel Reaches Construction Milestone at Ohio Manufacturing Campus
Intel has installed the first major structural truss at its initial New Albany, Ohio, factory, marking a significant step forward in the project's development.
Not Intel. Not AMD. This Is the CPU Stock I'd Buy for the AI Agent Era.
As agentic AI demand surges with an expected 40% CAGR through 2033, server CPU demand is accelerating. While Intel and AMD have benefited significantly from this trend, Arm Holdings is positioned to dominate the market long-term due to its superior energy efficiency (30-60% better than x86), growing market share (from 5% in 2020 to 20% currently), and expected 90% dominance in custom server CPUs by 2029. Arm's licensing model and new server CPU business targeting agentic AI workloads present significant growth opportunities.