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The Latest Breaking News from David Zinsner

Intel Says 14A Chip Defect Reduction Is Its Best Progress Since 22nm

Intel's 14A manufacturing process is reducing chip defects faster than previous nodes, boosting interest from potential foundry customers and marking a significant advancement in chip technology.

International Business Times

Intel 14A defect density is dropping faster than the company expected — 'we have not seen this performance since 22nm,' says CFO

Intel 14A defect density is dropping faster than the company expected — 'we have not seen this performance since 22nm,' says CFO

Intel says defect density of 14A process technology is declining rapidly as internal teams are already developing 14A-based products, while external clients are now wondering about capacity that Intel can provide them.

Tom’s Hardware

Intel Posts Fastest Revenue Growth in Nearly 15 Years on AI Boom. But The Stock Still Fell

Intel Posts Fastest Revenue Growth in Nearly 15 Years on AI Boom. But The Stock Still Fell

Intel just delivered its strongest quarterly revenue growth in nearly 15 years, but the stock still fell on Friday.

International Business Times

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Intel commits to 14A mass production in 2028 as its sales rise 25% year-over-year

Intel posts 25% higher year-over-year sales and above-the-guidance earnings, and confirms that its 14A technology is on-track to start high volume ramp in 2028.

Tom’s Hardware

Is Intel back? Company's latest earnings report remarkably different in tone to 12 months ago

"I'm confident that Intel is well positioned to help define the next era of computing," says CEO Tan.

Intel's CEO Just Made a Bold AI Prediction. Here's Why NVDA Investors Should Pay Attention

For much of the generative AI boom, GPUs have dominated discussions around AI infrastructure as companies raced to build large language models, with Nvidia Corp. (NASDAQ:NVDA) emerging as the biggest beneficiary, while CPUs took a back seat.

Intel forecast crushes estimates as AI boom boosts chip demand; shares jump

Intel expects third-quarter revenue between $15.8 billion and $16.8 billion, compared with analysts' average estimate of $15.1 billion, according to data compiled by LSEG. Adjusted profit is expected to be 38 cents per share, compared with analyst estimates of 27 cents.

The Economic Times

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Intel CFO David Zinsner Said Supply Would Improve 'Through the Rest of the Year' — Q2 Earnings Will Test That

Intel CFO David Zinsner Said Supply Would Improve 'Through the Rest of the Year' — Q2 Earnings Will Test That

Intel Corp (NASDAQ:INTC) reports second-quarter financial results Thursday after the closing bell, with investors expected to look for updates on whether the company has started easing the supply constraints that executives said limited revenue in the first quarter.

Analysts Are Turning Bullish on Intel Stock Ahead of Earnings. Here’s Why You Should Follow Their Lead.

Analysts Are Turning Bullish on Intel Stock Ahead of Earnings. Here’s Why You Should Follow Their Lead.

Server strength is likely to help the company report a strong quarter even though PC weakness continues to persist.

Why KeyBanc Thinks Intel Stock Can Gain 45% from Here

Why KeyBanc Thinks Intel Stock Can Gain 45% from Here

KeyBanc lifted its Intel stock price target to $155 from $110, citing AI-driven server demand, better chip yields and new design wins from major tech names.

Intel Future Price Hikes Send Huge Demand Signal to Wall Street

Intel Future Price Hikes Send Huge Demand Signal to Wall Street

Intel is raising chip prices as server CPU demand outpaces supply, and Wall Street sees the move as proof of a much bigger AI-driven boom ahead.

Intel Advances Next Generation 18A-P Chip to Risk Production. This Is a Big Deal for INTC Stock.

Intel Advances Next Generation 18A-P Chip to Risk Production. This Is a Big Deal for INTC Stock.

Intel just cleared a major milestone in its race to reclaim manufacturing leadership. Here is what it means for the company and for the future of AI computing.

Intel's new CEO cut management layers in half. The stock is up nearly 500%

Intel's new CEO cut management layers in half. The stock is up nearly 500%

When Lip-Bu Tan took over, Intel was drowning in debt and losing the AI game. In just 13 months, the new CEO has attracted capital infusions from Nvidia and SoftBank, and is closing in on a next-generation chip process.

Intel tells PC makers to adopt 18A CPUs or lose their supply, report claims — Intel 7 supply dries up, pressuring notebook and PC manufacturers in the US, China, and Taiwan

Intel tells PC makers to adopt 18A CPUs or lose their supply, report claims — Intel 7 supply dries up, pressuring notebook and PC manufacturers in the US, China, and Taiwan

Intel has redirected its constrained Intel 7 capacity toward server and industrial customers.

Tom’s Hardware

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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

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

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.

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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.

International Business Times UK

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.

Tom’s Hardware

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'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 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.

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.

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