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Lip-Bu Tan is CEO of Intel since 2025, a veteran semiconductor executive who previously led Cadence Design Systems and venture firm Walden International.
Intel's recent roadmaps take EMIB's bump pitch from 45 microns to about 36 and then 25, Tom's Hardware reports. Virtually all its high-end client and data center CPUs already rely on EMIB and Foveros, but 12-reticle packages remain a goal.
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Applied Materials opened a $5 billion shared chip R&D center in Silicon Valley with TSMC, Intel and Samsung among its founding partners. CEO Gary Dickerson told the New York Post the aim is to cut cycle time by at least 30%, a target for a site that has just opened.
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Broadcom CEO Hock Tan said in Singapore that capital may limit AI buildout more than chips, memory or electricity do. Intel's Lip-Bu Tan named the cost of capital and the need to show returns, CNBC reported.
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Broadcom CEO Hock Tan predicted the shortage of some data center chips will ease by 2028 or 2029 and could linger into 2030. Intel's Lip-Bu Tan spoke at the same Singapore event; the report does not include a date for Intel's supply to improve.
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Intel CEO Lip-Bu Tan called DeepSeek, Kimi and GLM "good enough" and cheap to run at a Singapore panel on Monday. Washington owns 9.9% of Intel and named the same labs in a September advisory, so the cost case comes from a company it part-owns.
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Elon Musk says Terafab will build and run its own chip fab, and TSMC could at most sublease part of it. Anyone counting on Terafab capacity is therefore planning around a Musk-controlled site whose Intel licence terms are still unpublished.
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Intel shares fell 4% after Elon Musk confirmed on October 3 that Terafab is in early talks with TSMC on chipmaking in Texas. There is no agreement yet, so the drop prices the chance that Intel ends up sharing Terafab's work with a second foundry.
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Broadcom's AI chip revenue rose 221% to $16.7 billion, 56% of its quarterly total, and it guided next quarter to about $34.8 billion. Strip out AI and the rest of Broadcom grew about 20%, slower than Intel's 25%, so the sharpest contrast in these results sits inside Broadcom itself.
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July CPI at 0.1% and flat PPI took the near-term rate scare off the table. What is left holding up records above 7,800 is a bet on how long GPUs stay useful.
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Reuters says renting part of Intel's unfinished Ohio plant is one of the leading options, alongside a joint venture with cloud buyers. Both companies call it undecided, and Washington threatens chip tariffs.
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AMD passed $1 trillion on Monday and Arm gained 17.16% as investors bet Meta's Muse agent will need far more server processors. The published estimates of how much CPU an agent needs span a tenfold range.
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Hang Ten Systems has raised $85m across two seed rounds that closed thirty-five days apart, the second larger than the first, priced on enterprise contracts the company describes only as multi-million-dollar.
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Intel's CEO put Nova Lake in the second half of 2026. What surfaced this month is supply-chain paperwork with manufacturing lead time behind it, and that dates the platform better than the screenshot circulating beside it.
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Vishal Sikka's four-month-old startup added $53 million five weeks after a $32 million seed. It says two to four engineers can deliver what once took about 30 people, with customers or third parties still running the final quality checks.
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Lip-Bu Tan told an AI infrastructure forum in Santa Clara that memory supply is delaying projects and making parts hard to secure for cheaper devices; the price multiple reported alongside him is harder to use.
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Lip-Bu Tan told a Splunk keynote in Denver that relying on one Taiwan-based company for 95% of AI chip production is very risky. The one 14A commitment he can point to, Terafab, ships its first product in mid-2028.
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Speaking in Los Angeles on the 14th, Nvidia's chief executive called warnings about AI wiping out humanity unscientific and proposed sandboxes, monitoring and outside auditors instead. Then Trump called in on speakerphone.
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Faraj Aalaei's Cognichip argues that semiconductor physics belongs inside the model, with agents left to orchestrate. The one speedup it has documented in detail is a 55-page spec handled in days against a baseline Cognichip supplied itself.
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Intel is up more than 300% since the stake talks leaked and down 37% since June, and the part of that gain still standing depends on courts and the next Congress leaving federal equity stakes alone.
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A published NVFP4 and speculative-decoding config turns a 27B open-weights model into something you can try to serve. The 206.1 tokens per second figure is single-stream and unreplicated.
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