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Intel
103 posts
Unconventional AI acquires NeuReality as $4.5bn startup targets 1,000-fold AI chip efficiency gains
Unconventional AI has agreed to acquire Israeli semiconductor developer NeuReality in a cash-and-stock transaction intended to accelerate the commercial development of an experimental computing architecture. The deal adds experienced chip engineers and inference infrastructure capabilities, but the buyer's ambitious efficiency target has not been demonstrated in a commercially deployed product.
ASML lifts 2026 sales outlook to €45bn as AI chip equipment demand exceeds capacity
ASML Holding has reported record quarterly revenue of €11.7 billion and warned that its planned manufacturing capacity may be insufficient to meet customer demand through 2028. The semiconductor equipment supplier is exploring further expansion, but its ability to convert long-term AI infrastructure demand into profitable deliveries will depend on production capacity, supplier readiness and customer investment.
Applied Materials opens $5bn AI chip research hub. Can it change how semiconductors are made?
Applied Materials has unveiled its EPIC Center in Silicon Valley, bringing leading chipmakers and research institutions into a shared development environment designed to accelerate advanced semiconductor manufacturing.
Microsoft and Nvidia push AI agents onto laptops as cloud economics face a new test
Microsoft and Nvidia are positioning the Surface Laptop Ultra and RTX Spark architecture around powerful local artificial intelligence agents, potentially shifting selected AI workloads from hyperscale data centres onto customer-owned PCs.
Intel shares jump as Reuters reports SK Hynix talks over US memory-chip production
Intel shares rallied after Reuters reported exploratory discussions with SK Hynix over potential U.S. memory-chip production, including scenarios involving Intel’s long-planned Ohio manufacturing complex.
Intel and SK Hynix explore US memory-chip production as AI strains supply
Intel Corporation and SK Hynix are discussing potential US memory-chip manufacturing arrangements that could put part of Intel’s delayed Ohio semiconductor complex to work while helping the South Korean memory leader respond to soaring AI-driven demand. The talks remain exploratory, however, and any transfer of advanced memory technology could face scrutiny in Seoul.
ASUS server business grows 200% as Intel, AMD and edge AI widen its infrastructure bet
ASUSTeK Computer is expanding its AI infrastructure portfolio across Intel, AMD, industrial edge systems, storage, cooling and software after server revenue roughly tripled in the second quarter. The strategy could reduce dependence on individual platforms, but NVIDIA architectures still dominate the company’s current server mix.
High-NA EUV lithography: How fewer masks could reshape advanced chip manufacturing
High-NA EUV lithography has moved from semiconductor research into real chip manufacturing. Intel Foundry is using ASML’s 0.55 numerical-aperture technology on selected Intel 18A layers for Panther Lake processors, while imec is installing a second-generation system to develop future logic and memory processes. The attraction goes beyond smaller features: High-NA could collapse several masks and patterning steps into a single exposure on some critical layers, potentially reducing cycle time, defects and manufacturing complexity.
Why Amentum is cutting 382 Maryland jobs despite a $48.2bn backlog
Amentum Holdings will eliminate 382 positions in Hanover, Maryland, in two waves after intelligence contract transitions, highlighting the workforce volatility embedded in government contracting even as the company carries a $48.2 billion backlog and raises profit guidance.
Intel (INTC) taps Lens Technology for glass substrate collaboration on AI packaging
Intel and Lens Technology signed a mostly non-binding MOU on through-glass via packaging, betting on the yield problem gating 2030 glass substrate scaling.