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The Latest Breaking News from David Zinsner

CPU requirements for AI workloads are multiplying, driving intensifying shortages and price hikes — Intel already shifting production from consumer chips to Xeon as inference workloads drive server CPU ratios back toward parity with GPUs

As workloads continue migrating towards inference and agentic AI, CPU-GPU ratios could converge to 1:1 or even tilt further in favor of CPUs.

Tom’s Hardware

Intel stock jumps 28%, setting a record, after it posts strong Q1 with rising forecasts — Intel says yields are improving faster than expected with new nodes

Intel stock jumps 28%, setting a record, after it posts strong Q1 with rising forecasts — Intel says yields are improving faster than expected with new nodes

Demand for Intel's products exceed expectations and supply, but Intel is still bleeding money.

Tom’s Hardware

Intel CEO embraces its 18A node for external customers as 18A-P gets 'inbound interest' — company cites increasing yields

Intel CEO embraces its 18A node for external customers as 18A-P gets 'inbound interest' — company cites increasing yields

Intel sees 'inbound interest' for 18A-P process technology despite 18A process variability.

Tom’s Hardware

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CFO David Zinsner Is Buying Intel Stock. Should You?

Intel stock fell 17% after the chipmaker provided a less-than-impressive guidance for Q1 of 2026.

Nvidia might be doing what was once unthinkable: asking Intel to make some of its future AI chips

Nvidia isn't going all-in on Intel, according to the report, but it's better than nothing for the struggling foundry.

Intel has the memory chips it needs to keep shipping Lunar Lake: 'we were relatively aggressive in terms of getting the memory early'

On-package memory would've put Intel in a tough spot if not.

Why Intel Stock Is Crashing Following CEO's 'Alleged Conflict' and Trump Outcry

Intel CEO Lip-Bu Tan faces scrutiny over a conflict of interest regarding AI startup investments, as Trump demands his resignation, adding pressure to a chipmaker already reeling from a 60% stock collapse.

International Business Times UK

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Intel has cut 35,500 jobs in less than two years — more than 20,000 let go in in recent months as Lip-Bu Tan continues drastic recovery journey

Intel has cut 35,500 jobs in less than two years — more than 20,000 let go in in recent months as Lip-Bu Tan continues drastic recovery journey

Intel cut 20,500 jobs under new CEO Lip-Bu Tan — totaling 35,500 in two years — and reduced R&D spending by over $800 million per quarter as it streamlines operations, cancels lower-priority projects, and concentrates investment on strategic projects.

Tom’s Hardware

Intel hamstrung by supply shortages across its business, including production capacity — says it will prioritize data center CPUs over consumer chips, warns of price hikes

Intel hamstrung by supply shortages across its business, including production capacity — says it will prioritize data center CPUs over consumer chips, warns of price hikes

Intel's third-quarter results were constrained by production and substrate shortages, forcing the company to prioritize data center CPUs over client chips, which will likely make Raptor Lake CPUs more expensive going forward.

Tom’s Hardware

Intel posts return to growth and profitability in Q3 2025, but significant challenges remain — achieves $13.7 billion revenue with $4.1 billion operating profit

Intel posts return to growth and profitability in Q3 2025, but significant challenges remain — achieves $13.7 billion revenue with $4.1 billion operating profit

Intel returned to profitability in Q3 2025 with $13.7 billion in revenue and $4.1 billion profit, driven mainly by one-time gains, as client and data-center sales improved despite ongoing capacity shortages.

Tom’s Hardware

Lip-Bu Tan Was Really 'Upset' About The Balance Sheet: Intel CFO Reveals Plan For Liquidity From Trump, Nvidia Investments

Lip-Bu Tan Was Really 'Upset' About The Balance Sheet: Intel CFO Reveals Plan For Liquidity From Trump, Nvidia Investments

On Thursday, Intel Corp (NASDAQ:INTC) executives detailed how the company plans to deploy its improved cash position and liquidity following major investments from the Donald Trump administration, Nvidia Corp (NASDAQ:NVDA), SoftBank Group (OTC:SFTBF) (OTC:SFTBY) and others.

AI bust — Intel plans to hike 13th Gen CPU prices years after launch as interest for new Core Ultra chips fails to ignite

AI bust — Intel plans to hike 13th Gen CPU prices years after launch as interest for new Core Ultra chips fails to ignite

Are 13th Gen Core i CPUs too good a deal? Intel seems to think so, as reports suggest that a 10% or higher price hike is headed to certain hardware. Here's what you need to know.

Windows Central

Intel CFO confirms that 14A will be more expensive than 18A due to High-NA EUV tool — Intel expects 14A process to offer 15-20% better performance-per-watt or 25-35% lower power consumption than 18A

Intel CFO confirms that 14A will be more expensive than 18A due to High-NA EUV tool — Intel expects 14A process to offer 15-20% better performance-per-watt or 25-35% lower power consumption than 18A

Intel's 14A process, designed for both internal and foundry use, will be significantly more expensive than 18A due to its reliance on ASML's $380 million High-NA EUV tools.

Tom’s Hardware

Intel admits missteps with Arrow Lake CPUs: can Nova Lake restore confidence?

Intel admits missteps with Arrow Lake CPUs: can Nova Lake restore confidence?

Intel CFO David Zinsner admitted Arrow Lake CPUs fell short in pricing and performance, but says Nova Lake will bring a stronger high-end desktop lineup to challenge AMD.

Windows Central

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Windows Central

Intel just got $5.7B from the US government — but Trump could block foundry spinoff

The US now owns 9.9% of Intel and wants the chipmaker to retain control of its foundry business.

Tom’s Hardware

Intel admits its high-end desktop PC chips 'fumbled the football,' disusses 18A yield challenges and performance, Panther Lake ramp

Intel sees performance of Panther Lake processors as competitive, but it admits lower-than-desired 18A yields and weak offerings on desktop and data center markets.

Intel says it has already received billions from the US government as part of upcoming deal

Intel’s deal with the US Government may have just hit the road rolling with a $5.7 billion payout.

Intel Warns Of Potential Backlash After Securing $5.7 Billion US Bailout

In a dramatic intervention to rescue America’s faltering chip manufacturing ambitions, the Trump administration has converted billions in CHIPS Act grants into a $5.7 billion equity stake in Intel (NASDAQ:INTC), giving the U.S. government a 10% ownership and significant leverage over the struggling company’s future.

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Intel receives $5.7bn as Trump administration buys 10 percent stake

CFO David Zinsner has also downplayed concerns that Intel’s manufacturing arm could fall under outside control.

Intel Eyes Aggressive 2026 CapEx Cuts After 'Excessive' Spending: 'We Will Build What Customers Need, When They Need It,' Says CEO Lip-Bu Tan

Intel Corp. (NASDAQ:INTC) is signaling a dramatic shift in its capital expenditure strategy, with plans for aggressive cuts in 2026, as CEO Lip-Bu Tan pledges to prioritize demand-driven investments over what he describes as “unwise and excessive” spending of the past.

Windows Central

Intel plans to layoff 24,000 employees in 2025 — it will also pull back from several projects including some in Germany, Poland, and more

Intel has revealed plans to reduce its total workforce to 75,000 "core employees" and also expects to pull back from projects in Germany, Poland, the United States, and more.

Intel's ex-CEO said he bet the company on the 18A node but now a new report claims Intel is pushing customers to next-gen 14A instead

18A lives on for Intel's Panther Lake CPUs, but will that be enough?

Tom’s Hardware

Intel says foundry business won't break even until 14A in 2027

Intel expects its loss-making Foundry division to reach breakeven by 2027, driven by internal adoption of its 18A process, and contributions from packaging, and mature nodes.

Tariffs and TSMC delays could turn Apple into an Intel Foundry customer

During a conversation at the J.P. Morgan's Global Technology, Media, and Communications conference in Boston, Intel's CFO David Zinsner confirmed that Intel doesn't have a significant volume of external chips. At least on the 18A process node but things should change with 14A.

Intel admits it doesn't have any 'significant' commitments from customers to make advanced chips in its fabs

That all-important 18A node has yet to convince the likes of Nvidia or AMD to jump onboard.

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