6 Articles
6 Articles
Intel (INTC) Signals Possible Return To Memory Market
Intel (NasdaqGS: INTC) CEO has signalled a possible return to the memory market, positioning the company as a future rival to Micron and SK Hynix. The comments point to a shift in Intel's product ambitions that could affect its role across data center, PC and AI related hardware. A renewed push into memory would require fresh capital allocation decisions and could reshape competitive dynamics across the broader semiconductor sector. Readers look…
Intel CEO Lip-Bu Tan has given new food to speculation about reintroducing Intel into memory manufacturing: DRAM research is already being promoted as a "hobby project" and further investments are being planned.
Intel CEO Eyes A Return To Memory; Hints At Memory-CPU Architecture
Intel CEO Lip-Bu Tan has recently expressed interest in exploring new memory architectures, describing them as one of his “pet projects”. He also hinted at the possibility of stacking memory with CPUs. Previously, Tan thought of memory as a commodity business. However, it has since become a strategic asset amid growing demand driven by AI. “I used to be, ‘do not invest in memory because it is a kind of commodity business,’ but now it has become …
New XBM technology: Intel seems to be considering returning to the storage business.
Intel's CEO hinted at a return to the memory manufacturing market and even suggested reconsidering stacking memory with CPUs (non-replaceable memory).
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