Intel

Nvidia has just presented the definitive chip against Intel and AMD. There is a problem: Windows

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The Nvidia processor for PC is the “the wolf is coming” of consumer technology. The company has been the reference for years in GPUs for gamers and flirted with SoCs thanks to the Tegra chips (which are what give life to both nintendo switch like to nintendo switch 2), but for computers they still couldn’t find a way to get equipment with 100% Nvidia guts. That just changed with the presentation of RTX Spark chips. It is a SoC that directly attacks the binomial Windows PC = Intel or AMD CPUone that is positioned as the alternative to those traditional options and that is specifically designed to compete for the heart of the consumer PC. Specifically, for laptops. Now, although Microsoft and Nvidia have been generating excitement for a few days and pointing out that it is the new era of the PC, there is a problem. Windows. The brake is no longer silicon, it could be Windows The theory is very interesting. RTX Spark combines a CPU Grace up to 20 cores that it has developed together with MediaTek (this is curious) with an RTX Blackwell GPU with 6,144 cores. TSMC (how could it not be otherwise) has given life to chip in a 3 nanometer lithography. Not only is it powerful, but it has up to 128 GB of unified memory (the same design that we see in Apple Silicon) and an interface NVLink which allows communication between RAM, CPU and GPU to be very, very fast. Nvidia talks about rendering heavy 3D scenes on laptops, running models with 120 billion parameters, and at the same time running games at 1,440p above 100 FPS with DLSS and ray tracing. The best? That Jensen Huang stood out at the Computex conference showing this in very thin and light laptops. It is the same strategy that Qualcomm follows. own Microsoft has already presented a Surface with RTX Spark and it is an architecture that makes a lot of sense in the universe of current light but powerful laptops… and also in desktop computers like a mac mini or of a mac studio. And, compared to the more traditional PC industry, the GPU is estimated to be in the range of a RTX 5070 for laptops. In the absence of testing it, it is undeniable that it looks good and that, although there are data that are not so favorable (such as bandwidth when compared to the most powerful Apple), it is a good addition to a segment in which, if we left the Intel/AMD duo, the only one that was trying was Qualcomm with devices like the Snapdragon X Elite. And there is the key: RTX Spark, like Qualcomm chips, is focused on being the heart of a Windows that is at its brightest. Because RTX Spark is a chip with ARM architecture and, although in office tasks Windows ARM It moves well, under more demanding tasks is when it begins to not be up to par. Microsoft’s system, which they themselves know is not at its best level of popularity due to the whole issue of AI features, has many shortcomings in its ARM version when it comes to gaming, precisely what Nvidia is promoting. It is also not the best optimized on laptop computers, something that is being seen with type machines. Steam Deck. The heart of the new Surface We are seeing it in recent years with PC-console asus, MSI either Lenovo: The hardware is good, but Windows drags down the experience significantly. The paradox is that the Steam Deck, being the least capable on paper, is usually more recommended precisely because it avoids Windows and relies on a system much more fine-tuned for that format. With RTX Spark, the two companies say they have been working for a long time to solve those problems and make this time, Windows on an ARM chip feel different with support for games with anticheat and native for personal agents. We will see in practice what ends up arriving, but two things are clear here. The first is that Microsoft gains aggressive hardware to compete face to face against Apple in the field of very powerful laptops with long battery life. The second is that Qualcomm is no longer alone in that corral and now it will be very interesting to see what hardware it responds with. Because Nvidia already has the chip, the CUDA ecosystem and agreements with all manufacturers, as well as the support of the giant TSMC. The “weak” link, therefore, is not silicon, it is a Windows on ARM that has improved a lot in recent yearsbut that is the element that will have the most to prove. In Xataka | Graphic muscle for Windows and a slam of the door on Android: the exclusivity toll that Nvidia demands with its new ARM architecture

Nvidia has just launched its missile against Intel AMD’s dominance in PCs and laptops. There is a problem: it is a slightly obsolete missile

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In October 2025 Nvidia launched its DGX Sparka unique workstation that the company called “the world’s smallest AI supercomputer.” that machine It was actually announced in January.but it took a while to reach the market. When it finally did, it became an interesting alternative but somewhat limited in scope. That is just what the new Nvidia RTX Spark family, which will arrive, wants to change both in the form of laptops as desktop computers, and that it will do so with a fundamental difference: Windows for ARM. Hello, Windows for ARM. The golden DGX Spark were Linux-based workstations, which targeted them at a smaller audience, but with the RTX Spark, Nvidia wanted to make the big leap to the general public. These devices are based on Windows 11 for ARM, and will take advantage of all hardware and software capabilities so that this technological solution is no longer only aimed at AI enthusiasts. Of course, that will continue to be one of the segments it will target, but these systems can also be used for both creative and gaming environments. In Xataka We wanted an ideal PC to be able to experiment with local AI models. The Framework Desktop is the answer to our prayers Approximate performance: an RTX 5070. Those responsible for NVIDIA have not yet given too many specific details about what we can expect from this platform in terms of performance, but they have indicated that the performance of the GPU It is close to that of an RTX 5070 (portable version), although the exact numbers depend on the specific application or game: in some it will be a little better, in others a little worse and in others exactly the same. Yes, they have indicated that the promise is to obtain 100 FPS in 1440p gaming as reference data. Same chip, different operating system. Hardware technical specifications They are identical to those of the DGX Spark. The main data are the following: NVIDIA Grace Blackwell Architecture CPU: up to 20 Grace cores GPU: Developed in collaboration with MediaTek, up to 6,144 CUDA cores, 1 PFLOP of AI performance Unified memory: up to 128 GB LPDDR5X at 273 GB/s with NVLink at 600 GB/s But compared to the DGX Spark, we insist, the fundamental difference is that instead of using a specific Nvidia Linux distribution for these machines, here we can take advantage of Windows 11 for ARM. When AI controls your computer. During the presentation of this platform, those responsible for Nvidia talked about the absolute rise of AI agents and how this will mark a paradigm shift in the way we use our PCs and laptops. Before we did it with a mouse and keyboard, but they see a near future in which control is taken by those AI agents, with whom we will interact in a quite different way. The example is the already famous OpenClaw and Hermeswhich with the appropriate permissions can run all kinds of tasks and applications on the computer to autonomously do things for us. Six laptops initially. The Nvidia RTX Spark platform will initially be available in six devices from six different manufacturers that will rely on this technological solution from launch. ASUS, Dell, HP, Lenovo, Microsoft and MSI will have their equipment ready this fall, although at the moment there are no specific specifications or prices announced. It is possible that during Computex we will learn more details about these devices. What can we expect in autonomy. At the moment no specific data has been given about the efficiency of these devices, but Nvidia spoke of a battery life “for the whole day.” They highlight the efficiency of the GPU and in fact indicate that GPU performance will be virtually the same whether the laptop is plugged in or not. Obviously in intensive tasks and demanding games that battery will drain much more quickly. In Xataka Goodbye to the duopoly of Intel and AMD in Windows: the arrival of NVIDIA processors is imminent and brings 8 laptops under its arm The doubt of Windows for ARM. The commitment to Microsoft’s operating system is striking, but Nvidia believes that now the system is much more mature, and that both emulation and hardware support It’s much better than in the past thanks to the work that Microsoft and Nvidia have done in the months and years leading up to this launch. They talk about a “first-class experience” for the operating system, and even commented that they have worked with the developers of anti-cheat systems in video games so that this is not a problem on these computers. And also desktop computers. When Nvidia announced its DGX Spark, then similar desktop computers appeared in format that also offered that same platform. The same thing will happen with RTX Spark, and although there was hardly any data here, Nvidia did indicate that these devices will appear in the fall from Acer, Asus, Dell, Gigabyte, HP, MSI and Lenovo. {“videoId”:”x7ztphf”,”autoplay”:false,”title”:”How to know the components of your PC (RAM, Graphics, CPU…) and the state they are in”, “tag”:”webedia-prod”, “duration”:”387″} Many unknowns and certain obsolescence. There are many doubts surrounding these devices in terms of performance or price, but there is another fundamental problem: when these laptops and desktop PCs appear starting in the fall, they will do so with chips that have been on the market for a year and therefore in a certain sense are already somewhat obsolete. Competing with the Desktop Framework. The memory bandwidth is not exceptional, and for example the Framework Desktop presented in August 2025 already offered a similar configuration in that section, with up to 128 GB of LPDDR5x memory at 256 GB/s. It will be interesting to see how the RTX Spark machines perform against alternatives like this (which makes use of a “traditional” x86 Windows 11 operating system) and whether Nvidia’s ARM chip can really make a difference in an ultra-competitive market. In Xataka |The demand for AI memories is suffocating mobile manufacturers. The largest … Read more

Intel has a plan to stand up to TSMC in 2027. First it has to survive 2026

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During his almost four years at the helm of Intel, Pat Gelsinger stated on several occasions how important the semiconductor manufacturing business was for this company. In fact, many of the decisions he made pursued strengthen your competitiveness in a sector strongly dominated by Taiwanese integrated circuit manufacturer TSMC. However, the continuous delays in the manufacturing processes, the million-dollar losses and the drop in the stock market value of this company they ended up hastening his departure. Lip-Bu Tan, the current CEO of Intel, assumed leadership of the company in March 2025. At that time, a very uncertain future loomed over this company, and it was not at all clear what role Intel’s chip factories would play in the company’s global strategy. In fact, the leaks that predicted the possible segregation of semiconductor production plants into an independent company suggested that Lip-Bu Tan was willing to do without its chip factories. Fourteen months after his arrival to the general management, the panorama is very different. Integrated circuit manufacturing plants once again occupy a central position in Intel’s strategy. has confirmed it recently Lip-Bu Tan without the slightest ambiguity on CNBC’s Mad Money. From his statements it is clear that he aspires to consolidate Intel as the Western alternative to TSMC. And its cutting-edge nodes and Apple play a fundamental role in this ambitious plan. Node 18A is Intel’s best hope The most advanced integration technology Intel currently has in large-scale production is 18A lithography. In theory it is comparable or slightly superior to 2nm nodes from TSMC and Samsung. When Tan took the reins of the company, the performance of the 18A node it was not good. In fact, the outlook looked so bad that was forced to ask for help to some of its partners in the integrated circuit manufacturing ecosystem to analyze the data it had and find a way to optimize production and increase its competitiveness. “Performance” evaluates what percentage of the chips produced are working correctly. A low one triggers million-dollar losses An important note: in this context “performance” evaluates what percentage of the chips produced work correctly. Low performance triggers million-dollar losses. Tan has explained that the industry standard requires improving that performance by 7 to 8% each month, and has confirmed that now Intel is reaching that figure. There is no doubt that it is an unmistakable sign that the situation is changing. So much, in fact, that customers are starting to knock on the door. Intel has already closed agreements chip manufacturing with Tesla and Google. AND, as we told you at the beginning of this monthApple is exploring the possibility of Intel and Samsung manufacturing the advanced chips for their devices in the US. In all likelihood, the loss of influence and priority in the TSMC production chain that it has maintained for more than a decade has led to this decision. Now Nvidia has these privileges. There are several compelling reasons why Apple may be interested in Intel manufacturing its integrated circuits in the US. Or Samsung in its state-of-the-art plant in Texas. Or you could even work with both companies simultaneously and not completely break its business relationship with TSMC. Either way, this diversification strategy would allow Apple to effectively protect itself from supply chain disruptions triggered by geopolitical instability. And also the shortage of some components caused by the massive construction of data centers to artificial intelligence (AI). The next step will be node 14Athe integration technology with which Intel hopes to be able to compete head-to-head with TSMC in 2027 and 2028. Tesla has already confirmed which will order chips with this photolithography from Intel for its electric vehicles and robotics projects. Image | Intel More information | DigiTimes Asia In Xataka | Bill Gates has X-rayed Intel. And his diagnosis is overwhelmingly accurate.

China finally has a competitive desktop processor. Its problem is that it is six years behind Intel

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China has your own alternative to processors for PCs, servers and data centers made by Intel, AMD and other companies. Loongson is one of the few Chinese companies that can manufacture advanced microprocessors. We have been following it for several years because in the current climate of geopolitical tension it has acquired more relevance than ever, and there is no doubt that its cruising speed is high. At the end of December 2022 this company launched its CPU 3A5000 32 corea general-purpose processor with LoongArch microarchitecture implemented by this company on the MIPS architecture. And in February 2024 it presented its LS3C6000 server processor, a CPU with DragonChain technology that could be scaled up to 64 cores. Its latest milestone is not the presentation of a new chip. The reason why we have decided to talk to you again about this Chinese company is that just a week ago it confirmed that it has distributed more than one million units of its flagship desktop processor, which represents a milestone in China’s efforts to build a self-sufficient semiconductor industry. The 3A6000 CPU has been designed and manufactured entirely in China Loongson implements its processors on the MIPS architecture, but the microarchitecture of these chips has been expressly designed by engineers at the Chinese Academy of Sciences. By not using x86-64 or ARM architectures, this company has been able to continue refining its designs without being conditioned by US sanctions. Be that as it may, Loongson is dedicated to the design of microprocessors, but does not have the capacity to manufacture them itself. China recently had no alternative to US-made CPUs SMIC takes care of this (Semiconductor Manufacturing International Corp), what is the largest semiconductor manufacturer from China, in the same way that TSMC produces the integrated circuits designed by AMD, Apple, NVIDIA or Qualcomm. According to the publication Fast Technology, the third generation of Loongson chipsto which the 3A6600, 3B6600 and 3C6600 CPUs belong, has a performance comparable to that of the 12th Intel Core and 13th generation. Curiously, according to Fast Technology, the 3B6600 model in particular is the one that rivals these Intel CPUs and comparable AMD proposals. In fact, according to SCMP Loongson herself has acknowledged that the performance of her desktop processors is comparable to that of Intel chips launched around 2020. Six years is a long time in this sector, but it is important that we do not overlook that China recently did not have any alternative to US-made CPUs. This achievement by Loongson is part of Beijing’s effort to channel resources to reduce China’s dependence on foreign semiconductor technology. However, this strategy has been accelerated in response to restrictive export controls Americans who limit China’s access to advanced chips, integrated circuit design software and next-generation semiconductor manufacturing services. It will be interesting to see if Loongson finally catches up with Intel and AMD. Image | TSMC More information | SCMP In Xataka | China takes off in quantum computers: it already has the first dual-core and 200 qubits on the planet ready

TSMC is focusing on the lucrative AI industry, so Apple is looking for a new girlfriend. Found it at Intel

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In 2023, Apple completed its transition and made all Macs in its catalog work with its Apple M-series chips. It was the end of a relationship that began in 2005, when Steve Jobs announced the transition from IBM PowerPCs to Intel chips. Then things went wrong and Apple ended up separating itself from Intel in its products, but once again there has been an interesting twist of the events. Intel does not know how to be a foundry. The integration of the Apple M1 in 2020 was the real beginning of a logical strategy: Apple wanted to design its own chips for its Macs as it had already done in its iPhone or iPad, and the result was extraordinary. The curious thing is that Apple negotiated with Intel to manufacture the iPhone chips, but Intel rejected the opportunity. When Morris Chang, founder of TSMC, asked Cook why he hadn’t chosen Intel to make those chips, responded “Intel just doesn’t know how to be a foundry (chip factory)”. TSMC turns to AI. The relationship between Apple and TSMC has been one of the most important in the semiconductor industry. TSMC makes virtually all of Apple’s advanced chips, from iPhone processors to Mac M chips. That dependence, however, has become uncomfortable for two reasons: Chip shortage: The rise of AI has made the demand for this type of chips extraordinary. TSMC is prioritizing customers with the highest volume and margin in the most advanced nodes, and there Apple competes with NvidiaAMD and other manufacturers looking for 2 and 3 nm chips. Geopolitics: 90% of the world’s advanced chip production is in Taiwanand any escalation of existing tensions with China could paralyze the supply chains of Apple and the vast majority of technology firms on the planet. Diversifying manufacturers is therefore a strategic necessity. Intel gets interesting. It is true that Intel is not the only alternative that Apple was exploring, and Samsung was another candidate to work closely with the Cupertino firm. However Intel has a first important advantage with the 18A nodeits next-generation manufacturing process that experts consider comparable to TSMC’s 2nm process. Apple has been considering this node for entry-level M chips for months. Intel will not be manufacturing Apple’s most advanced chips at the moment, but this is a potential first step so that it can be verified that Intel can indeed accomplish the task and then also manufacture its most ambitious designs. Lip-Bu Tan turns the tables. Intel’s new CEO took over in early 2025and since then the company has taken promising steps when it was in a situation really worrying. has reached agreements with Nvidia to develop x86 chip sets with RTX graphics, for example. It also collaborates with Tesla to manufacture chips with an even more advanced node14A, for Elon Musk’s future TeraFab. Preliminary agreement. Official details of the deal are not yet known, but in The Wall Street Journal they claim that said agreement exists although it describes it as preliminary. It is not currently clear which chip or chips Intel will manufacture or in which photolithographic process. It is expected that the 18A node will be used for those entry-level M chips, but it is not ruled out that the 14A will not be part of this new commercial relationship. Be that as it may, if the agreement is closed as it seems, we would be facing a definitive boost to this new strategy of foundry traditional approach—manufacturing chips for third parties—that Intel is adopting. The circle closes. Intel lost the contract for iPhone chips because it refused to manufacture them for not having enough marginand thus passed up the opportunity to be a de facto partner in probably the most lucrative product in the history of technology. He then tried correct the errorbut he didn’t succeed. Then Intel would lose the Mac chip business, which would be another major setback. Now it seems to be taking flight again, and its promising future—along with other factors—have made Apple want to work with it again. It seems that Intel, after all, is learning to be a foundry. Image | Fortune CEO Initiative In Xataka | The US’s problem in the AI ​​and humanoid race is not China: it is all of Asia and it is greatly disadvantaged

China is neither nor does it want to be in the 2nm war between TSMC, Intel and Samsung. Your plan to win is different

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“Many people believe that competition in the semiconductor industry comes down to the advanced nodes and that we will only achieve success when we reach 2 or 3 nm. This is a misunderstanding“. This statement was made by Richard Chang Rujing, the founder of SMIC (Semiconductor Manufacturing International Corp), the largest Chinese semiconductor manufacturer with a global market share of about 5%. Rujing has spoken these words with a very clear intention: he wants China to strengthen its supply chain and its position in the global integrated circuit market by developing its manufacturing capacity for mature chips. Currently the most advanced integration technology that SMIC has in production is 7nm photolithography due to their inability to access equipment extreme ultraviolet lithography (VVE) of ASML. And there is no doubt that it and other Chinese chip manufacturers would benefit greatly from having the capacity to produce 5, 3 and 2 nm semiconductors. In this way they could compete on equal terms with TSMC, Intel and Samsung. However, there is something very important that we should not overlook: advanced nodes represent less than 20% of the world market of integrated circuits by product volume, while more than 80% of demand It comes from the segments of mature nodes and specialized processes. Rujing wants SMIC and the other Chinese chipmakers to invest more in their mature nodes, and it makes sense. After all, this is the strategy that is allowing China resist US pressure. Mature chips are the medicine the Chinese industry needs During the first two months of 2026, China exported integrated circuits worth $43.3 billionwhich represents an increase of 72.6% compared to the same period in 2025. This information comes directly from Chinese customs records, so it is presumably reliable. However, the most astonishing thing is that this country’s exports as a whole have grown by 21.8% during January and February, so it is evident that the semiconductor industry has been stimulated with much more intensity than other sectors. More than 80% of demand comes from the mature nodes and specialized processes segments Domestic demand has stimulated the growth of the Chinese chip industry in recent years, but the figures I have collected in the previous paragraph show that external demand is also very strong. In this context it is reasonable for us to ask what type are integrated circuits that Chinese manufacturers are mass producing. And the answer is very revealing: these are chips derived from mature integration technologiesusually 28 nm or less advanced. After all, the semiconductors that we mostly find in electronic devices, household appliances or cars, among other products, have been produced using them. Many Chinese chip manufacturers, such as Hua Hong Semiconductor, China Resources Microelectronics or Guangzhou ZenSemi, are manufacturing 28 nm integrated circuits or with even more mature technologies. And the Beijing Yandong Microelectronics (YDME) company is going to build a 4.6 billion dollar plant expressly to produce 28nm semiconductors on 300mm wafers. It is evident that these companies would not focus on the manufacturing of mature chips in this way if it were not a profitable strategy, and, above all, necessary to sustain the Chinese integrated circuit industry at a time as critical as the current one. Image | TSMC More information | SCMP In Xataka | China is preparing for the worst scenario: it fears that the US will prevent TSMC from delivering chips for cars and smartphones

that Intel and Samsung manufacture their advanced chips in the US

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Apple is no longer TSMC’s largest customer. It has been since 2014 and has maintained this position for just over a decade, but in 2025 Nvidia established itself as the main customer of this Taiwanese semiconductor manufacturer. Until December 31, 2025, Nvidia generated 19% of TSMC’s revenuecompared to 17% for Apple. Even so, there is no doubt that the Cupertino company continues to be a priority customer for TSMCalthough this scenario could change in the short or medium term. And, according to BloombergApple is exploring the possibility of Intel and Samsung manufacturing the advanced chips for their devices in the US. In all likelihood, the loss of influence and priority in the TSMC production chain that it has maintained for more than a decade has led to this decision. Now Nvidia has these privileges. However, to understand why Apple is considering leaning on Intel and Samsung, we also need to look in another direction. Betting on Intel or Samsung makes sense, although it involves risks There are several compelling reasons why Apple may be interested in Intel manufacturing its integrated circuits in the US. Or Samsung in its state-of-the-art plant in Texas. Or you could even work with both companies simultaneously and not completely sever your business relationship with TSMC. Either way, this diversification strategy would allow Apple to effectively protect itself from supply chain disruptions triggered by geopolitical instability. And also the shortage of some components caused by the massive construction of data centers to artificial intelligence (AI). Apple is a candy for Intel and Samsung. There is no doubt about that In fact, last week Apple recognized during the presentation of its economic results that its current supply chain is not very flexible. And in the current situation of instability, having Intel and Samsung as partners is a very attractive option. Furthermore, for these two companies it is very important get Apple as a client. In 2024 this last company represented approximately 25.2% of annual income from TSMC. And in 2025 this figure dropped to 17%, allowing Nvidia to overtake Apple with 19% of income generated for TSMC. Still, Apple is a candy for Intel and Samsung. There is no doubt about that. For Intel, having Apple as a client would represent a definitive boost for its integrated circuit manufacturing division for third parties. And for Samsung to manufacture a part of Apple’s SoCs would be a very important boost that would probably allow it to attract other clients in the fight it has had with TSMC for years to dominate the cutting-edge chip manufacturing market. Whatever Apple executives decide, it is highly unlikely that this company will abandon TSMC. This Taiwanese chipmaker has proven for years that it is perfectly capable of manufacturing cutting-edge semiconductors on a large scale and with indisputable consistency. You don’t have to prove anything, but Intel and Samsung do because it’s currently unclear whether they can reliably deliver the kind of production and scale that has made them TSMC in the dominant custom chip maker. Apple may end up outsourcing part of the manufacturing of its SoCs to Intel or Samsung, but nothing indicates that it will break its already long-standing commercial alliance with TSMC in the medium term. Image | Apple More information | Bloomberg In Xataka | Apple had been able to maintain prices despite the crazy rise in RAM. That’s over

Intel seemed like an exiled company. Then April came.

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Intel stock has spent most of the year so far trading at between 42 and 48 dollars. At the time of writing these lines it is worth 65. A vertical rise of more than 50% in just nine sessions that allows it to once again be above 300,000 million dollars. Nothing like this had ever happened before in the company’s stock market history. Why is it important. The market has been punishing Intel for years. It went from $65 per share to less than $20 in four years. Now it is resurrected after losing technological leadership to TSMC, after seeing how AMD took away share in servers and after several years selling assets to survive. What has happened in this month of April is a change of narrative. And in markets, narrative is almost everything. The three catalysts. The story has been built on three pieces of news that arrived in a few days: On April 1, Intel announced the repurchase of the 49% that Apollo Global Management had in its factory in Leixlip (Ireland) for 14.2 billion dollars. Apollo had paid 11.2 billion for that stake in 2024. That Intel now recovers it with a 27% premium It says a lot: Intel has stopped selling assets to survive and has started buying and expanding. The market interpreted it as a sign of strength and the stock rose almost 9% that day. On April 7, Intel confirmed its participation in Terafabthe chip manufacturing macro project promoted by Elon Musk together with Tesla, SpaceX and xAI. The goal of the complex, located in Austin, is to produce one terawatt per year of computing capacity to drive advances in AI and robotics. On April 9 it was announced a multi-year agreement with Google to deploy future generations of Xeon processors and IPUs in their AI data centers. The following days saw the accumulated increases: Intel closed on April 8 at $58.95, with an increase in a single session (11.4%) and a volume of shares (179.7 million, 64% above its average for the previous three months) skyrocketed. Between the lines. The buyback of the Irish factory is a declaration of intentions on industrial sovereignty. The facility produces chips with the processes Intel 4 and Intel 3both essential for advanced manufacturing in Europe. Regaining full control of that factory, just when geopolitics has turned dependence on TSMC into a strategic problem for the West, gives Intel an argument that it did not have two years ago. Surprises life gives you. Yes, but. It’s often a great idea to respond with a cold read to market enthusiasm. The analyst consensus remains cautious, with a median price target of between $47 and $48well below where it is trading now. Furthermore, the debt has increased with the purchase of Ireland, Terafab is still a project in a very early stage and the first quarter results, scheduled for the 23rd, will test whether the stock market euphoria has a solid basis or if it has been too far ahead of operational reality. The big question. Can Intel support this narrative with real numbers? The CEO, Lip-Bu Tanhas been at the helm for just over a year and has already managed to stabilize the ship: the 18A process It went into volume production in January, there are more than 200 PC designs based on it, and he himself admitted in the fourth quarter earnings presentation that Intel had underestimated demand. But Intel has not yet won the battle of foundry: that is to come, and TSMC will not wait quietly for someone to overtake it. In Xataka | In the midst of the RAM crisis, Intel counterattacks with ZAM. It is the chip to break South Korean hegemony Featured image | Xataka with Mockuuups Studio

In the midst of the RAM crisis, Intel counterattacks with ZAM. It is the chip to break South Korean hegemony

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Few would have guessed not so many years ago the Intel transformation. The company that will dominate consumer processors and servers for generations has been through a real ordeal through the desert under the rule of AMD. However, they have returned for their rights and not only –rescue through– have positioned themselves to be the great American foundry, but are looking to take a bite out of the gigantic South Korean RAM memory industry thanks to its new memory: ZAM memory. And its weapon is three-dimensionality. Z for ‘zolution’. Do you remember when, in math class, you drew the first cube? The X axis is east-west. The Y axis is north-south. What the square needed to become a cube is the Z axis, the one up and down. That’s what engineers SAIMEMORYthe company resulting from the collaboration between the Japanese SoftBank and Intel, have applied traditional DRAM memory with a single objective: to assault the enormous market for high-bandwidth memory, or HBMwhich dominates data centers. Puff pastry. A few months ago we told you that the two companies They had embarked on a joint path to stand up to the dominance of Samsung, SK Hynix and Micron in the creation of high-performance memory. lHBM memory is preferred for data centers because it has a beastly bandwidth that allows a greater number of simultaneous operations. It’s like a huge highway. However, it has limitations: it is expensive to produce, requires a lot of energy, and gets hot enough to require expensive dissipation systems. Conventional DRAM memory was not an alternative, but Intel and SoftBank began to ‘play around’ with stacked DRAM memory. It is like a puff of RAM memory (simplifying things a lot), whose main limitation came when connecting each of those thin layers of memory so that the final product had the same capabilities as that highway that is HBM memory. ZAM. After a few months of research, a few days ago at the Intel Connection in Japan, SAIMEMORY and Intel presented the ZAM prototype. According to the companiesa ZAM module can have a capacity of up to 512 GB, it is easy to produce because it consists of designing vertically stacked chips and most importantly: it can reduce energy consumption by 40% to 50% compared to conventional HBMs. If HBMs are expensive and take time to produce, ZAMs are cheaper, can be the solution to alleviate restrictions in the supply chain and, in addition, would lower the energy consumption of data centers (which is one of the problems they have), and are also easier to cool. At the moment, the company’s research points to a theoretical limit of 20 layers, but current designs move around 16 layers, so performance may be better if this current limitation can be overcome. Real alternative. Intel’s ambition is total, since they point out that their DRAM module joining technology allows them to offer two to three times the capacity of HBM modules while being up to 60% cheaper to produce. It all seems like a plus and doesn’t seem like bad technology when established giants in HBM memory creation like Samsung are also researching how to overcome the limitations of connections in stacked DRAM memory. The prototype | Photo by PCWatch Ambition. And, almost as important as the presentation of the ZAM prototype, is the alliance itself. Intel has been away from the memory market for many years. He tried it in the 80s and, again, years later with his Optane technology -that died miserably without making the slightest gap in the market. On the other hand, SoftBank represents a Japan that had the lead in this sector in the 1980s, but was overshadowed by emerging South Korean companies. In fact, Intel’s memories were eaten by the Japanese… and the Japanese by the South Koreans. SAIMEMORY has behind it not only those sharks, but other Japanese companies such as Fujitsu, Shinko Electric Industries, PowerChip Semiconductor Manufacturing or the University of Tokyo. And if ZAM memory works on a commercial level, it will not only be good news to alleviate the memory production chains (perhaps this will also alleviate the domestic market totally destroyed for the data center needs), but will mark the birth of a new and ambitious player who seeks to break the hegemony of the trident he currently leads. We will see it, of course, in a few years, since SAIMEMORY plans complete prototypes in fiscal year 2027 and begin commercialization in 2029. Image | Samsung, Maxence Pira In Xataka | The CEO of Nothing is clear that we do not need a high-end mobile phone every year. A mix of RAM crisis and common sense

Intel refuses to be left out of the AI ​​race. Your next move points directly to NVIDIA’s territory

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The AI ​​fever is not only redefining software, it is also turning the map of power in the chip industry upside down. On this new board, the GPU has become the essential engine for building models and scaling data centers, to the point that demand has skyrocketed and placed its main manufacturers in a dominant position. For Intel, the diagnosis is difficult but evident: if the next decade of computing is decided in this area, it is not enough to protect the kingdom of the CPU. Intel’s move. The Santa Clara company has chosen a very specific setting to begin organizing its speech. During an AI Summit organized by Cisco, the company’s CEO, Lip-Bu Tan, said that Intel will start to produce GPUs and has just hired the “chief GPU architect” who will lead that effort. The manager avoided giving details about the name, but he did leave a message consistent with the moment in the sector: the GPU matters and will continue to matter. The missing piece. According to Reutersthe talent hired by Intel is Eric Demers, from Qualcomm. On the other hand, the initiative would fall under the umbrella of Kevork Kechichian, executive vice president and head of Intel’s data center business, incorporated in September within the framework of a series of hires aimed at strengthening the company’s technical profile. AI, before gaming. The nuance is important, because talking about GPU can automatically activate the imagination of graphics cards for gaming, but reality goes in another direction. Intel already has a presence in graphics on the PC, with its Arc productsbut the announcement targets GPUs for AI and data centers. The initiative as a still early plan, with a strategy that will be developed based on customer demand, a coherent approach with an AI infrastructure market where the most intense battle is being fought today. Intel’s corporate moment. According to CNBCthe stock market value has risen in the last year in the heat of optimism about your business foundrybut the company is still mainly dedicated to manufacturing chips for its own catalog. It’s no secret that Intel has lost ground to companies driven by the AI ​​data center wave, and is now taking steps to respond. No relief until 2028. In the same forum, Tan slipped in another element that helps dimension the challenge of AI infrastructure. He spoke of the memory chip shortage which is disrupting the market due to the mismatch between supply and demand, driven by the construction of AI-oriented data centers. That environment is giving manufacturers room to continue raising prices, and Tan was blunt in describing AI as the “biggest challenge” to memory. He also released an estimate that leaves little room for optimism: he stated that he does not expect “no relief until 2028.” Images | Brecht Corbeel In Xataka | Goodbye to the duopoly of Intel and AMD in Windows: the arrival of NVIDIA processors is imminent and brings 8 laptops under its arm

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