Last week’s Intel Q4/2025 analyst call was a disaster that has a single root cause but no solution.
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Intel’s reported interest in purchasing SambaNova is not new but it is disturbing.
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Yesterday we told you that Intel’s canceling of a major server product could have a silver lining.
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Intel just canceled a major server product but is there a silver lining to the knifing?
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Intel did pretty well this last quarter but two things they said in the last quarterly call stuck out to SemiAccurate.
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Last week, AMD announced a deal with OpenAI that has profound consequences.
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A few days ago, a financial note went around saying AMD is going to fab chips at Intel Foundry.
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Normally SemiAccurate steers clear of rumors but this time we are going to jump in.
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Why are Intel’s manufacturing costs so high and what does it mean for the future?
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Did DeepSeek or Microsoft burst the AI bubble last week?
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Since SemiAccurate broke the story about Intel being an acquisition target last Friday, there has been a lot of speculation and rumor. While researching the topic we came across, and verified, another current suitor for Intel fabs. Now we realize …
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About two months ago, SemiAccurate was read an email about a company trying to acquire Intel, whole.
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In today’s unexpected earthquake news, Pat Gelsinger has stepped down from Intel.
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The question on everyone’s mind is what company is Intel’s marquee foundry customer?
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Is Microsoft looking to purchase tech that they failed to develop internally?
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