DCD Magazine #62 - The coming wave
Will compute at sea sink or swim?
News - IT Hardware & Semiconductors, Intel
The latest news from the AI, data center, telco, chip, and cloud sector
DCD Magazine #62 out now
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TSMC and Samsung commit to adopting ASML’s High NA EUV lithography tools by 2030
Companies will also be joined by Intel for 12-inch photomask industry initiative
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Intel posts fastest YoY growth since 2011, with Q2 2026 revenue totaling $16.1bn
Chipmaker’s data center segment once again posted strongest growth, while Intel Foundry continues to operate at a loss
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Intel partners with Fortinet for development of cybersecurity firm’s SP6 chip
Processor will be built using chipmaker’s Intel 4 technology
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Intel planning job cuts to its data center group - report
Unclear how many roles will be impacted
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ASML posts Q2 net sales of €9.3bn, reveals Intel Panther Lake chip deal
Company’s CEO says strength of sales has led ASML to look into increasing EUV capacity over next two years
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Intel to invest $5.7bn in Irish fab to expand Xeon production capacity
Upgrades at the site will include installation of “leading-edge manufacturing equipment”
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Foxconn and Intel partner for development of next-generation AI infrastructure
Efforts will span silicon, rack, system, and application layers
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Dell announces PowerStore Elite storage platform, unveils 18th generation of PowerEdge servers
Company says the hardware represents a "reimagining" of the modern data center
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Intel appoints Pushkar Ranade as CTO
Chipmaker has also hired former Qualcomm exec Alex Katouzian to oversee its Client Computing & Physical AI Group
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Strong data center growth helps Intel post Q1 revenue of $13.6bn
Shares in the company rose 20 percent after results were published
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Elon Musk says Tesla will use Intel 14A technology at its $20bn TeraFab project in Austin
World’s richest man also detailed how production at the fab will be divided between Tesla and SpaceX
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Google commits to multiyear Intel CPU deployments, will collaborate with chipmaker on custom IPU development
Financial terms of agreement have not been shared
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SambaNova and Intel expand partnership with inference architecture to support agentic AI workloads
The offering which combines GPUs, RDUs, and CPUs will be available in the latter half of the year
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Intel joins Elon Musk’s $20bn TeraFab project
Chipmaker announces involvement five months after Musk said Tesla might “do something with Intel”
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Intel repurchases 49 percent stake in Ireland’s Fab 34 for $14.2bn
Apollo Global Management acquired the stake in 2024 for $11.2bn
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AMD says CPU demand is exceeding expectations, blames rise in agentic AI applications
Comments come after company unveiled its fifth generation Epyc 8005 Server CPUs
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Intel unveils Intel Xeon 6+ CPUs, targeting telecom, cloud, and Edge AI workloads
Each CPU contains up to 288 Efficiency-cores
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Qualcomm hires former Intel Foundry SVP Kevin O’Buckley to lead global operations and supply chain
Latest high-profile executive to leave the chipmaker
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SambaNova unveils SN50 AI chip, Intel partnership, and $350m fundraise
Chip will support agentic AI workloads, with SoftBank named as first customer for new hardware offering
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Intel and AMD warn Chinese customers of CPU delays due to supply shortages - report
Intel rationing deliveries of fourth and fifth-generation CPUs, with wait times of up to six months anticipated
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Intel hires chief GPU architect to oversee company’s AI accelerator efforts
Project will reportedly be led by former Qualcomm exec Eric Demmers
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Intel and SoftBank's Saimemory team up to build DRAM-based memory chips
Technology will support AI infrastructure demands, with prototypes expected to be available in 2027
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Intel reports $600m net loss in Q4 2025, admits to misjudging data center CPU demand
Intel CFO said that although chipmaker expected core counts to increase, “unit volumes were not”
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SambaNova seeking $500m in funding after acquisition talks with Intel stall – report
Intel was reportedly mulling a $1.6bn acquisition of the AI solution provider as recently as last month
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Argonne National Lab and Intel partner for deployment of 12-qubit silicon quantum dot processor
Project result of DOE Q-NEXT initiative
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Intel to invest $208m in Malaysian chip industry, according to Prime Minister Anwar Ibrahim
Unclear how money will be spent
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Intel claims lawsuit filed against former TSMC exec accused of trade secret theft has “no merit”
Intel CEO Lip-Bu Tan said in internal memo Wei-Jen Lo has the company’s full support
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Dell updates its server, storage, and networking portfolios to support AI deployments at scale
New PowerEdge servers support Nvidia and Intel hardware deployments