Reading up on Intel
13 deep · digging since nov 22, 25
- The White House Made Fixing Intel Its Pet Project. It’s Working. - WSJ
White House pressure and a $9 billion equity stake spurred Intel’s rebound, securing Apple, Nvidia and SpaceX deals and quadrupling its stock since 2025.
- Intel’s Chip Business Shows Signs of Life After Years of Struggle
Intel's chip business shows signs of life after years of struggle, serving as the centerpiece of Trump's US chip-making drive, though a complete turnaround still far off.
- The AI Trade Hits Overdrive, Powering Stocks to Historic Gains - WSJ
The S&P 500 surged 16% in April-May fueled by memory-chip stocks, reminiscent of the dot-com boom, and history suggests further gains ahead.
- Nvidia Has a Plan to Put Its Chips in Personal Computers
Nvidia aims to bring AI agents to PCs, competing with Intel and Apple by putting its chips in laptops and desktops.
- The Coddling of the Tech Mind - by Nikunj Kothari
Many tech employees working at large companies lose agency and ownership because the supportive systems (1:1s, free food, OKRs) designed for earlier eras have become entitlements instead of tools.
- Apple, Intel Have Reached Preliminary Chip-Making Agreement - WSJ
Apple and Intel have reached a preliminary agreement for Intel to manufacture chips for Apple devices, with the Trump administration playing a key role in brokering the deal.
- The world’s most complex machine - Works in Progress Magazine
ASML became the sole supplier of extreme ultraviolet lithography machines through transatlantic cooperation, risky bets, and deep customer partnerships.
- How Elon Musk Plans to Bypass the ASML Bottleneck to Build TERAFAB
Musk's TERAFAB plan bypasses ASML's EUV bottleneck by using Intel GaN chiplets on mature nodes and advanced 3D packaging to achieve 1 TWh compute capacity.
- Amazon CEO takes aim at Nvidia, Intel, Starlink, more in annual shareholder letter
Amazon CEO Andy Jassy's shareholder letter defends $200B capex by touting custom AI chips and satellite internet, while challenging Nvidia, Intel, and Starlink.
- Run AI Models Locally: A New Laptop Era Begins - IEEE Spectrum
The push to run AI models locally is driving the biggest change in laptop architecture in decades, with new NPUs, unified memory, and Microsoft's AI Foundry.
- Does the Job of C.E.O. or Private Investor Come First? Intel’s Chief Is Juggling That Question. - The New York Times
Intel CEO Lip-Bu Tan's dual role as a venture capitalist while leading a turnaround has raised questions about where his priorities lie.
- AMD’s Lisa Su is Staring Down Nvidia and Talk of an AI Bubble - WSJ
After pivoting to focus entirely on AI in 2022, AMD CEO Lisa Su has quadrupled the company's market value, positioning it as a strong second-place rival to Nvidia in the AI chip market.