Intel

Since the appointment of CEO Lip-Bu Tan, Intel has had the wind in its sails again. Investments from large companies and the US government, strong quarterly figures, and a restoration of confidence in its chip production contributed to positive sentiment. Now that Intel has set its expectations lower than expected for Q1 2026, doubts have made a comeback. Is that justified?

Intel's concluded its Q4 and full-year 2025 earnings call, revealing interesting things about its foundry operations and node selection. When talking about the upcoming 14A node, Intel confirmed that the node is on track for 2027, with yields that are in good shape. However, the bulk of the 14A external capacity Intel will dedicate depends on customers willing to sign manufacturing contracts first, before Intel spends insane amount of funds required to expand manufacturing capacity. Intel CEO Lib-Bu Tan noted "Engagements with potential external customers on Intel 14A are active. We believe customers will begin to make firm supplier decisions starting in the second half of this year and extending into the first half of 2027. We also have the opportunity to provide strong differentiation in advanced packaging, particularly with EMIB and EMIB-T."

Early performance data for Intel’s upcoming Core Ultra 9 290HX Plus has quietly appeared online, offering a first glimpse at what the Arrow Lake Refresh lineup could deliver for high-end laptops. While the benchmark entry is limited, it hints at a notable uplift over Intel’s current mobile flagship, Core Ultra 9 285HX.

Good news about 14A, it seems.

New chips launch "this month," targeting high-end ultraportable PCs.

Big things can only get bigger.

Raptor Lake vs Arrow Lake Clash!

Is Intel making a comeback?

Intel's Patch Tuesday is mostly minor fixes.

Is a car coolant more effective than your typical CPU coolant?

Two different tiers: Standard and Platinum.

A souped-up Core Ultra 7 265K?

Intel's next-gen mobile parts could be a huge leap in integrated GPU performance.

deep dive: Now if Lip Bu Tan can just find a willing customer

Chipzilla seeks investment from its top fab frenemy

Sorry, your one-year-old CPU is already on the back burner.

Intel once considered buying Nvidia outright, but its fortunes have shifted.

Ronak Singhal will be moving onto better and brighter opportunities at the end of the month

This continues shake ups under the new CEO who has previously announced plans to flatten executive structure, making more departments and people answer to him directly.

Hopefully, Nova Lake will be worth every cent.

Chipmaker Intel has been laying off thousands of its American workers — as it rakes in billions in subsidies from the US government and lavishes multimillion-dollar severance and compensation packages on its former and current CEOs.

Intel warns investors to brace for losses and uncertainties.

Intel's CEO is concerned that the US government's stake in the company could discourage international customers and hurt investors.