INTC News
Latest updates and analysis for Intel Corporation
February 2026
Intel, AMD Notify Customers in China of Lengthy Waits for CPUs
Intel warns Chinese customers of up to 6-month lead times for server CPUs due to AI-driven shortages; prices rising >10%; highlights persistent supply constraints.
Why Intel Was Rallying Today
INTC shares up ~5-6% on reports of server CPU price hikes in China amid shortages, plus Amazon's massive $200B 2026 capex plan boosting AI/semiconductor sentiment.
Intel CEO Says Company Will Make GPUs, Has Hired Lead Executive
CEO Lip-Bu Tan confirms renewed GPU push targeting data centers to compete with Nvidia; hired Eric Demers (ex-Qualcomm) as chief GPU architect.
Intel Is Moving Into GPUs and Has Hired a Chief Architect
Intel appoints new chief architect for GPU development under data center leadership; aims to challenge Nvidia dominance in AI/graphics.
Intel Launches New Intel Xeon 600 Processors for Workstations
New Xeon 600 series targets high-performance workstations; part of ongoing AI PC and data center product refresh amid Core Ultra Series 3 rollout.
Exclusive: Intel, AMD Notify Customers in China of Lengthy Waits for CPUs
In-depth on surging AI demand overwhelming supply for Xeon server CPUs; China (20%+ of revenue) faces rationing and price hikes; expects improvement in Q2+.
Intel CEO Says Company Will Make GPUs, Popularized by Nvidia
Explores renewed discrete GPU initiative with new hires and data center focus; contextualizes within foundry pivot, U.S. government stake, and AI inference opportunities.