Lip-Bu Tan· Tech · 44 sources · Jul 23, 2026StoryIntel Beats Estimates on AI-Driven Demand, Foundry GrowthIntel said it expects Q3 revenue of $15.8–$16.8 billion and adjusted EPS of $0.38, signaling confidence from AI-driven demand for its data-center CPUs and XPUs, after Q2 sales rose 25% and margins beat estimates. The company also raised its capital-expenditure guidance to about $20 billion for the year and plans higher spending next year to expand manufacturing capacity and related infrastructure, supported by long-term customer agreements.Tech· Jul 23, 2026+410CommentShareWrite a comment…
Lip-Bu Tan· Finance · 47 sources · Jul 21, 2026StoryIntel Q2 Earnings Rise; Foundry MixedIntel’s rally hinges on a potential foundry turnaround, with investors eyeing whether external customer demand and stronger gross margins can materialize from its AI-driven growth and new partnerships, including Fortinet and Google Cloud. As it nears its Q2 results, the market seeks concrete evidence that foundry revenue, margins, and real customer traction can sustain a higher multiple beyond price increases.Finance· Jul 21, 2026+440CommentShareWrite a comment…
Lip-Bu Tan· Tech · 5 sources · Jul 21, 2026StoryIntel foundry lands first named external customer FortinetIntel secures Fortinet as its first named external silicon customer for a security-focused ASIC, the Fortinet Security Processor 6 (SP6), to be manufactured on the Intel 4 process, highlighting a strategic shift toward external foundry work and potential chiplet-based design for security workloads. Details on production timelines and specifications remain forthcoming, underscoring a broader push to justify capital-expenditure in domestic fabs and expand collaboration with cybersecurity partners.Tech· Jul 21, 2026+20CommentShareWrite a comment…
Lip-Bu Tan· Reporting · 1 source · Aug 7, 2025Story‘No Other Solution’: Trump Demands Intel CEO Resign Over China TiesPresident Donald Trump demanded on Thursday that Intel CEO Lip-Bu Tan resign from his position over his alleged ties to Communist China. Republican Arkansas Sen. Tom Cotton raised concerns about Tan’s ties to dozens of…Reporting· Aug 7, 20250CommentShareWrite a comment…
