Intel

Intel plans to utilize EMIB-T in large modules for AI accelerators. In the future, they could accommodate over 32 HBM blocks and 70 silicon bridges. The company aims to reduce silicon consumption compared to solutions using large interposers, but mass adoption depends on substrate quality and yield of usable products.

AMD finished Q3 with a 45% revenue increase driven by demand for data center equipment. The company now forecasts quarterly revenue higher than Intel. Lisa Su expects further growth acceleration in 2027, particularly in the server processor and AI segments.

On Monday, the Nasdaq Composite lost 1.07%, and the Nasdaq 100 dropped 1.39% amid a sell-off of chipmakers. Intel fell by 8.80%, Marvell by 12.72% after the deal with Lumentum. Apple is down another 2.55% after the report, despite revenue exceeding forecasts.

Intel's revenue increased by 21% to $16.5 billion, but client computing dropped by 5% year-over-year. The company's CEO warned of a 12% decline in the PC chip market next year. Shares fell from $92.96 to $70.87 in one day.

Intel announced the acquisition of Classiq for $2.3 billion, creating a new center for quantum technology development. The deal is expected to close in mid-2027.

Intel is actively working with Terafab, founded by Elon Musk, impacting the AI chip market.

Lip-Bu Tan reports on rising prices and global memory shortages. Projects are delayed due to component shortages.

Intel is preparing to raise prices on personal computer processors by 10% in October.