In the big scheme of things, perhaps Intel does not deserve a stand-along page, but due to all the interest, at least for now, a stand-alone page, starting with the three recent articles, from The WSJ, The NYT, and Reuters. See original post.
Updates
October 24, 2025: 3Q25 earnings. Link here. Beat estimates. Cost control; not fab related. Trump bought at $24; INTC now trading for $40.
October 15, 2025: new chip based on Gaudi 3 announced October 15, 2025. Intel's Gaudi 3.
October 9, 2025: Intel provides promised update. No surprises. Link here.
August 30, 2025: Intel fab updates. Link here.
Original Post
Early links:
- Did Trump Save Intel? Not really. Link here. August 23, 2025.
- The Long, Painful Downfall of Intel. Link here. August 23, 2025.
- Opinion: Industrial Policy and the Tragedy of Intel. Link here. August 7, 2025 (well before the recent announcement.
RAMP-C. Link here.
How closely linked are Palantir and RAMP-C? Link here.
Other links:
- what was the primary cause that led to Intel's ultimate failure? Link here.
- no endgame for Intel. Link here.
- the hand-off, from the 2020s to the 2030s. Link here.
- Trump's 10% stake in Intel. The most misread story this year. Link here.
- Intel must decide what it wants to do. Link to The WSJ.
Chips are tracked here.
- Intel's Gaudi 3 goes after Nvidia -- August 18, 2024. Link here. Whatever happened to Gaudi 3?
- Limited shelf life: The Gaudi line of accelerators is reportedly being phased out in favor of Intel's next-generation GPU, codenamed Falcon Shores.
- Cancelled flagship product: In February 2025, Intel cancelled its commercial plans for the Falcon Shores product. The technology will now be used as an internal test chip as Intel shifts its focus to developing broader, rack-level AI solutions centered around its Jaguar Shores project. This decision marks a scaling back of Intel's ambitions to become a major supplier of discrete AI accelerator chips.
Other companies are moving to 2-nm chips, what's going on with Intel, August 24, 2025? Link here.
Intel does not currently have a 2 nm chip but is focusing on its 18A (1.8 nm) process node, which is in risk production and expected to be ready for high-volume manufacturing in mid-to-late 2025. This 18A node uses RibbonFET transistor technology and is intended to be Intel's competitive response to TSMC's 2 nm node. Intel also plans to start mass production of an enhanced 18A-P process in the second half of 2026, though it has also reportedly placed orders with TSMC for some of its Nova Lake processors, which are designed for the 2 nm-class process.
Close reading of information provided by Google AI suggests the relationship between TSMC and Intel is getting very, very close.
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Updates: How Things Are Breaking
August 25, 2025: who are Intel’s customers? Link here.
August 25, 2025: most recent comments from President Trump regarding Intel. Link here. INTC was down 1% in today's trading, in line with most of the market.
August 24, 2025: does Intel have any excess capacity that might interest TSMC?
From Google AI: Intel has no significant excess fab capacity and instead has been increasing its manufacturing capacity to meet customer demand for its Intel Foundry Services (IFS) business and its own products, investing heavily in new facilities and improvements to existing ones, particularly for advanced process nodes like Intel 18A. While Intel faced periods where it had to send its advanced chips to TSMC for fabrication, their ongoing expansion efforts, supported by the CHIPS Act, are aimed at securing domestic supply and establishing process technology leadership.
