President Donald Trump said on Friday the U.S. would take a 10% stake in Intel under a deal with the struggling chipmaker and is planning more such moves, the latest extraordinary intervention by the White House in corporate America. Reuters: The development follows a meeting between CEO Lip-Bu Tan and Trump earlier this month that was sparked by Trump's demand for the Intel chief's resignation over his ties to Chinese firms.

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An anonymous reader quotes a report from Ars Technica: After the Trump administration confirmed a rumor that the US is planning to buy a 10 percent stake in Intel, US Senator Bernie Sanders (I-Vt.) came forward Wednesday to voice support for the highly unusual plan, finding rare common ground with Donald Trump. According to Commerce Secretary Howard Lutnick, the plan would see the US disbursing approved CHIPS Act grants only after acquiring non-voting shares of Intel and likely other chipmakers. That would allow the US to profit off its investment in chipmakers, Lutnick suggested, and Sanders told Reuters that he agreed American taxpayers could benefit from the potential deals. "If microchip companies make a profit from the generous grants they receive from the federal government, the taxpayers of America have a right to a reasonable return on that investment," Sanders said. While Lutnick gave Trump credit for coming up with what White House Press Secretary Karoline Leavitt described as a "creative idea that has never been done before" to protect US national and economic security, it appears that Lutnick is driving the initiative. "Lutnick has been pushing the equity idea," insiders granted anonymity previously told Reuters, "adding that Trump likes the idea." So far, Intel has engaged in talks, while the Taiwan Semiconductor Manufacturing Company (TSMC) and other major CHIPS grant recipients like Samsung and Micron have yet to comment on the potential arrangement the Trump administration seems likely to pursue. They may possibly risk clawbacks of grants if such deals aren't made. On Wednesday, Taiwan Economy Minister Kuo Jyh-huei said his ministry would be consulting with TSMC soon, while noting that as yet, it's hard to "thoroughly understand the underlying meaning" of Lutnick's public comments. So far, Lutnick has only specified that "any potential arrangement wouldn't provide the government with voting or governance rights in Intel," dispelling fears that the US would use its ownership stake to try to control the world's most important chipmakers. Further reading: Intel is Getting a $2 Billion Investment From SoftBank

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Intel and SoftBank announced on Monday that the Japanese conglomerate will make a $2 billion investment the embattled chipmaker. SoftBank will pay $23 per share for Intel's common stock. The investment is a vote of confidence in Intel, which has not been able to take advantage of the AI boom in advanced semiconductors and has spent heavily to stand up a manufacturing business that has yet to secure a significant customer. "Masa and I have worked closely together for decades, and I appreciate the confidence he has placed in Intel with this investment," Intel CEO Lip-Bu Tan said in a statement. Intel shares lost 60% of their value last year, their worst performance in the company's more than half-century on the public market.

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After leaving a nearly 10-year position as a product marketing engineer at Intel, Varun Gupta was charged with possessing trade secrets. He was facing a maximum sentence of 10 years in prison, a $250,000 fine and three years of supervised release, according to Oregon's U.S. Attorney's Office. Portland's KGW reports: While still employed at Intel, Varun Gupta downloaded about 4,000 files, which included trade secrets and proprietary materials, from his work computer to personal portable hard drives, according to the U.S. Attorney's Office for the District of Oregon. While working for Microsoft, between February and July 2020, Gupta accessed and used information during ongoing negotiations with Intel regarding chip purchases, according to a sentencing memo. Some of the information containing trade secrets included a PowerPoint presentation that referenced Intel's pricing strategy with another major customer, according to the U.S. Attorney's Office for the District of Oregon in a sentencing memo. Intel raised concerns in 2020, and Microsoft and Intel launched a joint investigation, the sentencing memo says. Intel filed a civil lawsuit in February 2021 that resulted in Gupta being ordered to pay $40,000. Tom's Hardware summarizes the trial: Oregon Live reports that the prosecutor, Assistant U.S. Attorney William Narus, sought an eight-month prison term for Gupta. Narus spoke about Gupta's purposeful and repeated access to secret documents. Eight months of federal imprisonment was sought as Gupta repetitively abused his cache of secret documents, according to the prosecutor. For the defense, attorney David Angeli described Gupta's actions as a "serious error in judgment." Mitigating circumstances, such as Gupta's permanent loss of high-level employment opportunities in the industry, and that he had already paid $40,000 to settle a civil suit brought by Intel, were highlighted. U.S. District Judge Amy Baggio concluded the court hearing by delivering a balance between the above adversarial positions. Baggio decided that Gupta should face a two-year probationary sentence [and pay a $34,472 fine — before heading back to France]... The ex-tech exec and his family have started afresh in La Belle France, with eyes on a completely new career in the wine industry. According to the report, Gupta is now studying for a qualification in vineyard management, while aiming to work as a technical director in the business.

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Just days after demanding Intel CEO Lip-Bu Tan resign over his past ties to China, President Trump reversed course, calling Tan a "success" following a White House meeting. "I met with Mr. Lip-Bu Tan, of Intel, along with Secretary of Commerce, Howard Lutnick, and Secretary of the Treasury, Scott Bessent," Trump wrote in a post on Truth Social. "The meeting was a very interesting one. His success and rise is an amazing story. Mr. Tan and my Cabinet members are going to spend time together, and bring suggestions to me during the next week. Thank you for your attention to this matter!" CNBC reports: Tan has been an Intel director since 2022, and in March he replaced Pat Gelsinger as CEO. Last week Sen. Tom Cotton, R-Ark., questioned Tan's ties to China. Cotton brought up a past criminal case involving Cadence Design, where Tan had been CEO, and asked whether Intel required Tan to divest from positions in chipmakers linked to the Chinese Communist Party, the People's Liberation Army and any other concerning entities in China. Trump's latest message marks a stark change in tone from last week. In a Truth Social post on Thursday, the president wrote that Tan "is highly CONFLICTED and must resign, immediately. There is no other solution to this problem." Intel said in a comment later that day that the company, directors and Tan are "deeply committed to advancing U.S. national and economic security interests."

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Intel CEO Lip-Bu Tan, who faces calls for resignation from President Trump, helped build China's semiconductor industry over four decades. Tan's San Francisco-based Walden International, founded in 1987, was invited by Chinese officials to introduce venture capital to China in 1993, WSJ reported Friday. The firm invested in SMIC, China's largest chip manufacturer, where Tan served as board director for at least 18 years until the Commerce Department restricted the company in 2020. Walden also backed Advanced Micro-Fabrication Equipment, now worth $17 billion and a leader in China's chip-manufacturing sector. During Tan's tenure as Cadence CEO from 2009-2021, the company sold banned technology to a Chinese university conducting military simulations, resulting in a 2025 guilty plea and $140 million settlement. These investments, once common among Silicon Valley venture capitalists and U.S. university endowments, now appear problematic amid U.S.-China tensions and Washington's restrictions on chip exports to China. Tan wrote in a blog post late Thursday that there had been a "lot of misinformation" circulating about his past roles. "Over 40+ years in the industry, I've built relationships around the world and across our diverse ecosystem -- and I have always operated within the highest legal and ethical standards," Tan wrote.

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Intel's chief executive Lip-Bu Tan has hit out at "misinformation" over his career after U.S. President Donald Trump alleged the semiconductor industry veteran was "highly conflicted" and should resign. From a report: In a letter to Intel staff published late on Thursday, Tan said that Intel was "engaging" with the Trump administration "to address the matters that have been raised and ensure they have the facts." "There has been a lot of misinformation circulating about my past roles...I want to be absolutely clear: Over 40+ years in the industry, I've built relationships around the world and across our diverse ecosystem -- and I have always operated within the highest legal and ethical standards," Tan wrote. Tan's move to reassure staff at Intel, the only US-headquartered company capable of manufacturing advanced chips, came hours after Trump had demanded his resignation in a post on Truth Social. Trump did not detail Tan's alleged conflicts of interest but the U.S. president's broadside followed a letter from Tom Cotton, the Republican head of the Senate intelligence committee, to Intel's chair expressing "concern about the security and integrity of Intel's operations" and Tan's ties to China.

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President Trump on Thursday called on Intel's CEO to resign because of his past ties to China, the latest challenge for the troubled chip maker. From a report: "The CEO of INTEL is highly CONFLICTED and must resign, immediately. There is no other solution to this problem," Trump wrote in a post on Truth Social Thursday. The president appeared to be referencing Intel CEO Lip-Bu Tan's past business dealings in China, which Sen. Tom Cotton (R., Ark.) called out in a letter to the company's board earlier this week. On Tuesday, Cotton wrote an open letter to Intel's board questioning Tan's ties to the Chinese government, including apparent connections to the country's military and investments in other semiconductor companies. "The new CEO of @intel reportedly has deep ties to the Chinese Communists," Cotton wrote in a post on X accompanying the letter. "U.S. companies who receive government grants should be responsible stewards of taxpayer dollars and adhere to strict security regulations. The board of @Intel owes Congress an explanation."

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According to two sources Reuters spoke with, Intel is struggling with low yields in its next-gen 18A chip manufacturing process for its next PC chip, Panther Lake. Internal data suggests the company is far from reaching commercially viable production levels, leading some insiders to describe the effort as a "Hail Mary." Reuters reports: For months, Intel has promised investors it would increase manufacturing using a process it calls 18A. It spent billions of dollars developing 18A, including the construction or upgrades of several factories, with the goal of challenging Taiwan's chipmaking heavyweight, TSMC. Intel wants to round out its business designing chips that it largely makes in-house and TSMC helps it produce, with a contract manufacturing business that can compete with this key supplier. But whether Intel revives advanced chip production in the U.S. and gets its contract foundry on solid footing depends on closing the technology gap with TSMC. Early tests disappointed customers last year, but Intel has said its 18A is on track to make its "Panther Lake" laptop semiconductors at high volume starting in 2025, which include next-generation transistors and a more efficient way to deliver power to the chip. The chipmaker has hoped that producing such an advanced in-house chip would grow external interest in its foundry, at a time when new CEO Lip-Bu Tan has explored a major shift to course-correct that fledgling business, Reuters previously reported. Yet only a small percentage of the Panther Lake chips printed via 18A have been good enough to make available to customers, said the two people, who were briefed on the company's test data since late last year. The sources spoke on condition of anonymity because Intel did not authorize them to disclose such information. This percentage figure, known as yield, means Intel may struggle to make its high-end laptop chip profitably in the near future. [...] Intel in the past has aimed for a yield north of 50% before ramping production because starting any earlier risked damaging its profit margin, three of the sources said. Intel typically does not make the lion's share of its profit until yields reach roughly 70% to 80%, key for a chip as small as Panther Lake where many defects would make it a tough sell, the three people said. Profit also flows from market expansions and building up factory output, Intel said. An immense yield increase would be a tall task by Panther Lake's fourth-quarter launch, the two people with knowledge of Intel's manufacturing operation said. But without such a jump, Intel may have to sell some chips at a lower profit margin or at a loss, the two sources briefed on test data said. The company has warned it could exit leading-edge manufacturing entirely if it does not land external business for 14A, which is 18A's next-generation successor.

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Intel announced it will cut approximately 24,000 jobs in 2025 and cancel or scale back projects in Germany, Poland, Costa Rica, and Ohio as part of CEO Lip-Bu Tan's sweeping restructuring efforts. By the end of the year, the struggling chipmaker plans to have "just around 75,000 'core employees' in total," according to The Verge. "It's not clear if the layoffs will slow now that we're over halfway through the year, but Intel states today that it has already 'completed the majority of the planned headcount actions it announced last quarter to reduce its core workforce by approximately 15 percent.'" From the report: Intel employed 109,800 people at the end of 2024, of which 99,500 were "core employees," so the company is pushing out around 24,000 people this year -- shrinking Intel by roughly one-quarter. (It has also divested other businesses, shrinking the larger organization as well.) [...] Today, on the company's earnings call, Intel's says that Intel had overinvested in new factories before it had secured enough demand, that its factories had become "needlessly fragmented," and that it needs to grow its capacity "in lock step" with achieving actual milestones. "I do not subscribe to the belief that if you build it, they will come. Under my leadership, we will build what customers need when they need it, and earn their trust," says Tan. Now, in Germany and Poland, where Intel was planning to spend tens of billions of dollars respectively on "mega-fabs" that would employ 3,000 workers, and on an assembly and test facility that would employ 2,000 workers, the company will "no longer move forward with planned projects" and is apparently axing them entirely. Intel has had a presence in Poland since 1993, however, and the company did not say its R&D facilities there are closing. (Intel had previously pressed pause on the new Germany and Poland projects "by approximately two years" back in 2024.) In Costa Rica, where Intel employs over 3,400 people, the company will "consolidate its assembly and test operations in Costa Rica into its larger sites in Vietnam." Metzger tells The Verge that over 2,000 Costa Rica employees should remain to work in engineering and corporate, though. The company is also cutting back in Ohio: "Intel will further slow the pace of construction in Ohio to ensure spending is aligned with market demand." Intel CFO David Zinsner says Intel will continue to make investments there, though, and construction will continue.

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Intel is laying off more than 5,000 employees across four states, according to updated Worker Adjustment and Retraining Notification filings. From a report: Most of the cuts are happening in California and Oregon. Intel more than doubled its layoff estimates for Santa Clara and Folsom to a total of 1,935 affected employees, according to California WARN filings. The cuts began taking place in Folsom on July 11, and in Santa Clara on July 15.

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Selon le nouveau patron d'Intel, Lip-Bu Tann son groupe ne figure plus dans le top 10 des entreprises de semi-conducteurs. Le fondeur américain ne croit plus en ses chances de rattraper son retard sur l'intelligence artificielle.

Intel CEO Lip-Bu Tan told employees this week that the company has fallen out of the "top 10 semiconductor companies" and that it's "too late" to catch up with Nvidia in AI training technology. The remarks came as Intel began laying off thousands of workers globally, including 529 in Oregon and several hundred others in California, Arizona and Israel. "Twenty, 30 years ago, we are really the leader," Tan said during a conversation broadcast to Intel employees worldwide. "Now I think the world has changed. We are not in the top 10 semiconductor companies." Tan said Nvidia's position in AI training is "too strong" and that customers are giving Intel failing grades. Intel's market value has dropped to around $100 billion, roughly half its value from 18 months ago, while Nvidia briefly hit $4 trillion on Wednesday. Tan said Intel will instead focus on "edge" AI that operates directly on devices rather than centralized computers.

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Ajouter un petit écran supplémentaire sur le pavé tactile n’est pas tout à fait une idée neuve. De nombreux constructeurs proposent des fonctions de ce type. Asus, en particulier, qui a depuis longtemps décidé d’ajouter un pavé numérique activable dans cette zone stratégique.

L’idée d’Intel et de E Ink est de proposer une intégration d’encre numérique sur les pavés tactiles. Une proposition pas si inintéressante pour certains usages. Intel ne fabrique pas vraiment de machines mais elle est reconnue pour ses propositions techniques au travers de prototypes. Elle est à l’initiative de beaucoup d’évolutions techniques majeures ou mineures sur le marché PC.

L’idée est donc de proposer un pavé tactile classique mais de lui adjoindre une surface d’encre électronique couleur. Cela permettra ainsi de transformer cette zone en un espace secondaire permettant de nouvelles fonctions. On pourra par exemple afficher des informations techniques, des éléments classiques comme une liste de choses à faire ou n’importe quel contenu à la manière d’un écran secondaire. En activant la fonction tactile, la zone pourra se transformer en regroupement de raccourcis. On pourra également y afficher des notifications, un bulletin météo et même de jolies images pour égayer la triste vie d’un employé de bureau enfermé entre quatre murs en ce début de mois de juillet.

Je vois bien l’intérêt pour E Ink qui pourrait trouver là une source de croissance importante avec l’implantation de sa technologie dans des millions de nouveaux appareils. Pour Intel, c’est plus compliqué à déterminer jusqu’à ce que l’on comprenne l’idée que la marque à en tête. Les contenus proposés pourraient être générés par une IA locale. IA qu’on imagine pilotée par un NPU avec un protocole propre à… Intel. E-Ink s’appuierait en effet sur l’Intel Smart Base qui est une plateforme d’innovation technique pour faire dialoguer différents outils avec les puces de la marque.

Cette IA pourrait générer automatiquement les principaux points d’un document pour l’avoir sous les yeux pendant une vidéo conférence. Elle pourrait par ailleurs trouver des solutions pour le jeu que vous lancez, initier des tactiques au fur et à mesure de votre progression en fouillant en ligne. Afficher les paroles des chansons que vous écoutez etc. Le tout en exploitant un NPU qui n’aurait pas trop d’impact sur la batterie. 

Évidemment, cela permettrait aux grandes marques de faire peser un argument sympathique pour valoriser leurs machines premium. J’ai un peu peur de l’impact d’une telle technologie d’un point de vue tarif. Les écrans E Ink couleur n’étant pas donnés et les pavés tactiles étant de plus en plus grands, cela pourrait lourdement augmenter la facture. Bien sûr, il n’y a là qu’une proposition et aucune obligation de la part d’Intel.

Source : E-Ink via Liliputing

Bientôt de l’encre numérique dopée à l’IA sur vos pavés tactiles © MiniMachines.net. 2025

An anonymous reader quotes a report from Reuters: Intel's new chief executive is exploring a big change to its contract manufacturing business to win major customers, two people familiar with the matter told Reuters, in a potentially expensive shift from his predecessor's plans. The new strategy for Intel's foundry business would mean offering outside customers a newer generation of technology, the people said. That next-generation chipmaking process, analysts believe, will be more competitive against Taiwan Semiconductor Manufacturing Co in trying to land major customers such as Apple or Nvidia. Since taking the company's helm in March, CEO Lip-Bu Tan has moved fast to cut costs and find a new path to revive the ailing U.S. chipmaker. By June, he started voicing that a manufacturing process known as 18A, in which prior CEO Pat Gelsinger had invested heavily, was losing its appeal to new customers, said the sources, who spoke on condition of anonymity. To put aside external sales of 18A and its variant 18A-P, manufacturing processes that have cost Intel billions of dollars to develop, the company would have to take a write-off, one of the people familiar with the matter said. Industry analysts contacted by Reuters said such a charge could amount to a loss of hundreds of millions, if not billions, of dollars. Intel declined to comment on such "hypothetical scenarios or market speculation." It said the lead customer for 18A has long been Intel itself, and it aims to ramp production of its "Panther Lake" laptop chips later in 2025, which it called the most advanced processors ever designed and manufactured in the United States. Persuading outside clients to use Intel's factories remains key to its future. As its 18A fabrication process faced delays, rival TSMC's N2 technology has been on track for production. Tan's preliminary answer to this challenge: focus more resources on 14A, a next-generation chipmaking process where Intel expects to have advantages over Taiwan's TSMC, the two sources said. The move is part of a play for big customers like Apple and Nvidia, which currently pay TSMC to manufacture their chips.

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Intel is shutting down its small automotive division and laying off most of its staff in that group as part of broader cost -cutting efforts to refocus on core businesses like client computing and data centers. Oregon Live reports: "Intel plans to wind down the Intel architecture automotive business," the company told employees Tuesday morning in a message viewed by The Oregonian/OregonLive. The company said it will fulfill existing commitments to customers but will lay off "most" employees working in Intel's automotive group. "As we have said previously, we are refocusing on our core client and data center portfolio to strengthen our product offerings and meet the needs of our customers," Intel said in a written statement to The Oregonian/OregonLive. "As part of this work, we have decided to wind down the automotive business within our client computing group. We are committed to ensuring a smooth transition for our customers." Automotive technology isn't one of Intel's major businesses and the company doesn't report the segment's revenue or employment. But online, the company boasts that 50 million vehicles use Intel processors. Intel says its chips can help enable electric vehicles, provide information to drivers and optimize vehicles' performance. Intel also owns a majority stake in the Israeli company Mobileye, which develops technology for self-driving cars. It doesn't appear the closure of Intel's automotive group will directly affect Mobileye's operations.

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