Intel
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Evening Tech Bits
Intel's stock experienced a nearly 8% decline despite exceeding Q2 earnings expectations. The article also briefly mentions a user sentiment regarding the Copilot key in Windows 11.
Is Intel back? Company's latest earnings report remarkably different in tone to 12 months ago
Intel's latest earnings report shows a significant improvement in tone and financial results compared to the previous year. Revenue, margins, and earnings per share exceeded expectations, with the Foundry business also showing positive developments despite an operating loss. CEO Lip-Bu Tan expressed increased confidence in the company's manufacturing roadmap and execution.
Evening Tech Bits
Intel and AMD have reportedly signed long-term server CPU deals with Chinese customers, with prices increasing by over 40%. Separately, proposals for space-based datacenters by Elon Musk's SpaceX and Jeff Bezos's Blue Origin have been deemed potentially catastrophic for the planet.
Intel (INTC) Q2 2026 earnings results beat revenue and EPS expectations
Intel exceeded expectations for its Q2 2026 earnings report, with revenue reaching $16.1 billion and earnings per share at $0.42. The company attributed its record sales growth to the increasing demand for AI-driven compute power. Intel CEO Lip-Bu Tan expressed confidence in the company's position to capture sustainable growth across its various product lines.
Listen to the Intel (INTC) Q2 2026 earnings call here
Intel is scheduled to release its Q2 2026 earnings report today, followed by a conference call to discuss the results. The earnings call will be streamed on the Shacknews Twitch channel and hosted on Intel's investor relations website.
The Intel Core Ultra 5 250K Plus is incredible value for money, but it won't matter if Intel doesn't follow through on its socket longevity promises
The Intel Core Ultra 5 250K Plus processor offers exceptional value for 4K gaming and content creation at a $199 price point, representing a significant improvement over previous Intel generations in terms of thermals and stability. While its performance is strong, particularly in content creation benchmarks, concerns remain regarding Intel's commitment to socket longevity, a crucial factor for consumer trust in the competitive CPU market.
After months of surprising stability in graphics card prices, apparently Nvidia is now raising the cost of its GPU kits…
Nvidia is reportedly increasing the prices of its GDDR6 and GDDR7 GPU kits, potentially affecting RTX 40-series and RTX 50-series cards. This price hike is attributed to rising memory costs, exacerbated by high demand from the AI boom. The increase may force AIB partners to raise their prices for consumers, impacting the overall cost of PC gaming hardware.
TSMC admits its 'jealous' of memory chipmakers' margins, but is limiting its own price hike because its customers would not survive price increases of 'four to five times'
TSMC, a leading semiconductor foundry, plans to increase prices by 5-10% in 2027 due to rising material costs and overseas expansion projects. While acknowledging higher margins in the memory chip sector, TSMC's chairman stated that drastic price hikes would be unsustainable for their customers. This follows recent price increase announcements from AMD, Intel, and Apple.
Morning Tech Bits
A new plugin has been developed to enable granular VRAM temperature tracking on Nvidia's upcoming RTX 50-series GPUs, accessing telemetry sensors previously unavailable. The article also briefly mentions Intel's Game On driver updates.
Acer's Predator Atlas 8 pricing puts the nail in the handheld coffin for me: it is now a luxury market
Acer's new Predator Atlas 8 handheld gaming PCs, featuring Intel's latest chips, are priced between £1,000 and £1,500 (approximately $1,300 to $2,000), indicating a shift towards a luxury market for such devices. This high pricing is consistent with other recent releases like the MSI Claw 8 EX AI+ and makes the previously accessible handheld gaming PC market increasingly niche.
The new MSI Claw nails almost everything I could want from a handheld gaming PC
The MSI Claw 8 EX AI+ CG3EM is praised for its stellar gaming performance, excellent battery life, and comfortable design, powered by Intel's Arc G3 Extreme silicon. However, its prohibitively high price of $1,800 makes it a difficult recommendation for most consumers, positioning it as a luxury item rather than a practical handheld gaming PC.
Morning Tech Bits
Intel is reportedly planning to launch its 28-core Nova Lake S processor before a 52-core version. Meanwhile, US lawmakers are urging the government to ban Chinese memory chips, even those within allied supply chains, due to perceived risks.
The Razer Blade 18 steps up to some of the most powerful gaming laptops I've tested and nearly steals the win
The 2026 Razer Blade 18 offers powerful performance comparable to top-tier gaming laptops, featuring an Intel Core Ultra 9 290HX Plus CPU and up to an RTX 5090 GPU. While its slimline design, dual-mode 4K display, and impressive battery life are notable, its high price and incremental CPU update make it a difficult recommendation, especially compared to the older model or competitors like the MSI Raider A18 HX.
The company that makes all the West's chipmaking machines says it's selling more than it expected thanks to 'very strong momentum in both DRAM and advanced logic'
ASML, a key supplier of semiconductor manufacturing equipment, has increased its annual guidance due to strong demand from both DRAM and advanced logic chipmakers. This surge is primarily driven by the AI boom, leading to significant investments in fab expansion and capacity increases for various chip nodes, including those for AI accelerators.
Against a backdrop of advancing Chinese production, TSMC announces another $100 billion worth of chipmaking will be…
TSMC, the world's largest chipmaker, announced plans to invest an additional $100 billion in the United States to expand its chip production capacity. This new investment follows a previous $100 billion commitment and a $65 billion pledge, bringing the total to over $265 billion. CEO C. C. Wei cited strong multiyear demand from leading US customers, particularly driven by the AI boom, as the reason for these significant investments.
Qualcomm is quietly arming the Snapdragon X2 Elite for gaming laptop glory and the numbers point to a faster invasion…
Qualcomm is making quiet preparations for the PC gaming market with its Snapdragon X2 Elite chip, updating its control panel software to improve user experience and game optimization. Early benchmarks show performance comparable to mid-range Nvidia RTX 5060 gaming laptops, though full compatibility and reliability on ARM architecture remain a work in progress.
Lenovo just refreshed its most powerful gaming laptop, but a CPU boost can't justify a $2,000 markup
Lenovo has refreshed its Legion Pro 7i gaming laptop with a minor CPU upgrade to the Intel Core Ultra 9 290HX Plus, offering a slight performance increase over the previous Intel Core Ultra 9 275HX. Despite the minimal gains, the new model comes with a significant price markup, leading to questions about its value proposition compared to older, discounted models.
Report suggests the US gov may have 'urged' Apple into Intel chipmaking deal to avoid tariffs, at almost the same time it took a $9 billion stake in blue team stock
A report suggests the US government, under Donald Trump, urged Apple to use Intel's manufacturing plants for its chips to avoid tariffs. This occurred around the same time the government took a significant stake in Intel. Apple reportedly committed to investing $100 billion in US manufacturing and secured an exemption from semiconductor tariffs.
AMD Zen 6 server CPUs are launching this month, which has me hopeful for a desktop release this year
AMD has confirmed the rollout of its next-generation Zen 6 server CPUs, codenamed Venice, starting July 22nd and 23rd. These new EPYC processors, built on TSMC's 2nm process, are expected to offer significant performance and efficiency gains over the previous generation. The article also speculates on the potential for a desktop Zen 6 release later this year, which could feature higher core counts and improved efficiency for gaming chips.
Rumour suggests Intel is cooking up a 12 Xe desktop Nova Lake CPU
A new rumor suggests Intel's upcoming Nova Lake desktop CPUs will feature 12 Xe graphics cores, potentially offering a significant boost in integrated graphics performance. This leak, attributed to leaker Jaykihn, indicates that both mobile and desktop variants of Nova Lake will include these 'Xe3p' cores, which are expected to be geared towards AI inference.
