INTEL (INTC) Company Report

SambaNova raised $350 million in a late-stage funding round led by Vista Equity and Cambium, with participation from Intel Capital and others to commercialize its SN50 accelerator.
The SN50 delivers 2.5× higher 16-bit FP performance (1.6 petaFLOPS) and 5× at FP8 (3.2 petaFLOPS), plus 5× more compute and 4× greater networking bandwidth than its SN40 predecessor.
Funds support a multi-year hardware–software collaboration with Intel, pairing the SN50 RDUs with Intel Xeon CPUs to strengthen AI inference offerings.
SoftBank is reported as an early customer, signaling enterprise demand for non-GPU generative AI inference systems.

4 days ago

Morningstar

Albion River launches Ignium defense merchant platform

INTC

Product Launch

New Projects/Investments

Albion River launches Ignium, a merchant provider platform for defense subsystems, with an oversubscribed $300 million equity funding round to support growth.
Ignium integrates six established defense businesses—FAAC, Inter-Coastal Electronics, Battlespace Simulations, Epsilor, Maytag Aircraft, Wescom Group—across Software, Power, and Energetics & Pyrotechnics verticals.
The platform offers mission-critical subsystems for air, land, and maritime systems, backed by over 3.6 million sq ft of production capacity and 1,700 employees across the US and Europe.
Its Board features senior industry and government leaders such as Greg Brown (Motorola Solutions CEO), Jerry Lundquist (McKinsey), Kevin McCarthy (former US House Speaker), and Greg Smith (former Boeing CFO).

Feb 11, 2026, 1:05 PM

Press Release

Tower Semiconductor reports Q4 2025 record revenue

INTC

Earnings

Guidance Update

Record revenue of $440 million in Q4 2025, up 14% year-over-year and 11% quarter-over-quarter
Gross profit of $118 million and operating profit of $71 million in Q4 2025, versus $93 million and $51 million in Q3 2025
Net profit of $80 million in Q4 2025, or $0.71 basic / $0.70 diluted EPS, compared to $54 million, $0.48 / $0.47 EPS in Q3 2025
Full-year 2025 revenue of $1.57 billion (+9% YoY) and net profit of $220 million, EPS $1.97 basic / $1.94 diluted
Q1 2026 revenue guidance of $412 million ±5%, implying 15% YoY growth

Feb 11, 2026, 12:00 PM

Press Release

Intel partner SIXUNITED targets RMB 10 billion revenue and 15 million AI terminals

INTC

Guidance Update

China’s Nanshan District, SIXUNITED’s base, surpassed RMB 1 trillion GDP in 2025, reinforcing its innovation ecosystem.
At its 18th Anniversary Gala, SIXUNITED set 2026 targets of RMB 10 billion in annual revenue and 15 million AI terminal shipments.
The company highlighted its “All in AI” full-stack strategy, showcasing a comprehensive hardware-software AI terminal portfolio optimized with Intel and domestic partners.
SIXUNITED plans to leverage localization in North America, Europe, and China, plus expansion into the Middle East, Latin America, Southeast Asia, and Africa—supported by seven R&D centers and seven manufacturing bases—to meet its shipment goal.

Feb 5, 2026, 10:38 AM

Press Release

Core AI announces partnership to expand AI data centers in Malaysia

INTC

New Projects/Investments

Core AI Holdings entered into a Memorandum of Understanding (MOU) with CSPM Resources SDN BHD to develop next-generation AI-ready data centers in Malaysia.
The collaboration will retrofit existing edge computing facilities into Tier 3/4 AI-capable sites, targeting operational readiness in approximately 12 months.
Malaysia’s data center market is projected to grow from $4 billion in 2024 to $13.6 billion by 2030 (CAGR 22.4%).
CSPM’s deep local expertise and relationships with authorities, utilities, and financiers will support expedited development and energy allocation approvals.

Feb 4, 2026, 1:43 PM

Press Release

Intel outlines foundry and AI strategy at Cisco AI Summit 2026

INTC

New Projects/Investments

Lip-Bu Tan reports Intel foundry yield improvements of 7%–8% per month on Intel 18A, with 14A risk production in 2028 and volume production in 2029
Intel aims to scale its foundry as a general-purpose service, pursuing third-party volume commitments in H2 2026, supported by targeted CapEx on glass substrates and full IP availability
AI growth is constrained by memory shortages until 2028, as well as energy/thermal limits driving adoption of liquid and immersion cooling and a shift to optical interconnects
Tan emphasizes the need for U.S. investment in foundational research and open-source AI, warning of competition from China and advocating new funding structures and institutes

Feb 3, 2026, 5:45 PM

Transcript

Intel CEO outlines AI and foundry strategy at Cisco AI Summit 2026

INTC

New Projects/Investments

Intel has achieved 7–8% monthly yield improvements on its Intel 18A node by partnering with PDF Solutions and KLA to fix initial poor yields.
The company is targeting risk production of its 14A node in 2028 with volume production in 2029, and has released a 0.5 PDK for customer test chips this month.
Memory shortages are expected to constrain AI growth until 2028, while compute demand, power/cooling (liquid and immersion), and high-speed optical interconnects are critical infrastructure priorities.
Intel is reinforcing US chip manufacturing and advanced packaging, advocating for open source and increased foundational research funding to support long-term innovation.
The company plans to build GPUs, having hired a chief GPU architect, and will embrace x86, RISC-V, Arm, and novel materials like glass and diamond for next-generation nodes.

Feb 3, 2026, 5:45 PM

Transcript

Avangrid achieves commercial operation at two solar projects in Oregon

INTC

New Projects/Investments

Avangrid achieved commercial operation at Daybreak Solar (189 MWdc) and Bakeoven Solar (80 MWdc) in Wasco County, Oregon, delivering 269 MWdc to the PGE grid.
The projects supply PGE’s Green Future Impact program, supporting large customers like Intel in meeting 100% renewable electricity by 2030 goals.
Installed 650,000 solar panels are expected to generate hundreds of GWh annually, created over 300 construction jobs, and will generate approximately $40 million in tax revenue over their lifespan.
Strengthens Avangrid's regional footprint with 2.5 GW of capacity and 375 jobs in Oregon, contributing to its national portfolio of over 10.5 GW across 80+ projects.

Feb 3, 2026, 4:45 PM

Press Release

Intel and SoftBank announce AI memory partnership

INTC

New Projects/Investments

Intel and SoftBank’s subsidiary Saimemory formed a strategic partnership to develop and commercialize Z-Angle Operation Memory (ZAM) for AI data centers.
The companies aim to deliver prototypes by fiscal year ending March 31, 2028, with commercial production planned for fiscal 2029.
The collaboration builds on SoftBank’s mid-2025 investment of roughly $2 billion in Intel and Saimemory’s December 2024 formation.
Following the announcement, Intel shares rose ~5% and SoftBank shares gained ~3.13% in overnight trading.

Feb 3, 2026, 1:44 AM

Morningstar

Intel forecasts semiconductor contract manufacturing market growth to 2030

INTC

The market is projected to grow from $142.81 billion in 2026 to $198.64 billion by 2030, at a CAGR of 8.6%.
Expansion is driven by rising AI and IoT adoption, automotive electronics and EVs, telecom infrastructure upgrades, as well as advanced analog/power devices and healthcare and industrial applications.
Asia-Pacific remains the largest and fastest-growing regional segment in the semiconductor contract manufacturing space.
Intel’s 18A process node and new Foundry initiative position the company at the forefront of AI-driven manufacturing services.