CES 2026 put a spotlight on how fractured the AI opportunity really is. On the same stage, Intel Corp (NASDAQ:INTC) and NVIDIA Corp (NASDAQ:NVDA) pitched radically different visions of how they plan to tap what investors broadly frame as a $10 trillion AI era. Track NVDA stock here.One focused on fixing what it lost. The other focused on expanding what it already owns.Intel's Pitch: AI Starts On Your LaptopIntel's CES narrative was all about execution. Panther Lake, part of the Core Ultra Series 3 lineup, m ...

Of course, it's hard to regain momentum in the semiconductor scene after a devastating fumble. But with enough financial backing and a game plan that may finally be coming to fruition, it seems like there's no stopping Intel as its stock seeks to regain further ground in 2026. The Panther Lake chip is the first Intel offering to be built on the 18A process (1.8nm). It's in production, and ordering is poised to go online shortly. Could 2026 be the year when AI PCs really start to take off? It's definitely po ...

酷睿 Ultra 系列 3 的计算能力高达 180 TOPS，能够处理 700 亿参数模型。考虑到云计算在性能、隐私、 安全、成本效益和数据控制方面的挑战，该系列芯片为本地化计算提供了强有力的支持。 Melius 分析师 Ben Reitzes 在一份投资者报告中写道："我们非常欣赏陈立武，但更重要的是，像特朗普 总统、卢特尼克部长、黄仁勋，甚至苏姿丰这样的大人物，都更看重他作为商业伙伴的价值。" 英特尔本周也证实，正在研发一款专用于游戏的新处理器，以及一个包含硬件和软件的全新游戏平台。 英特尔首款Panther Lake产品线——酷睿Ultra系列3，将为超过200款PC架构提供动力。预购已于1月6日 开始，并将于1月27日在全球范围内上市。更多设计计划于 2026 年上半年陆续发布。搭载英特尔酷睿 Ultra系列3的尖端计算系统将于 2026 年第一季度开始供应。 智通财经APP获悉，英特尔(INTC.US)股价周三上涨6.5%，此前该公司昨日宣布已成功交付首批采用 18A 制程工艺的产品，具体而言，是名为Panther Lake的芯片——英特尔酷睿Ultra系列3。Melius Research以此将英 ...

Group 1: Industry Overview - The CES 2026 showcased over 4,000 companies, focusing on AI and its integration into various products, including PCs, home appliances, and foundational chips [1] - The combined market capitalization of the four major semiconductor companies—NVIDIA, AMD, Qualcomm, and Intel—reaches nearly $5.3 trillion, indicating significant investor interest in AI technologies [1] - Concerns about the over-exuberance of the AI market persist, with 2026 expected to be a year for evaluating genuine value creation rather than mere speculation [1] Group 2: NVIDIA Developments - NVIDIA unexpectedly launched its next-generation AI chip platform "Rubin," which significantly enhances training and inference performance by 3.5 times and 5 times, respectively, compared to its predecessor [2] - The company reported over $500 billion in orders for its Blackwell and Rubin architectures for 2025-2026, reflecting strong demand for computing power in data centers [2] - NVIDIA introduced the open-source autonomous driving model "Alpamayo," which features 10 billion parameters and aims to streamline the processing from sensor input to driving commands [3] Group 3: AMD Initiatives - AMD adopted an aggressive "stacking" strategy, showcasing the Helios AI rack, which integrates 72 MI455X accelerator chips and 31TB of HBM4 memory, claiming it to be the best AI rack globally [5][6] - The new generation of chips is expected to deliver up to a 10-fold performance improvement under various workloads, aided by a hybrid 2nm and 3nm manufacturing process [6] - AMD signed a significant infrastructure procurement agreement with OpenAI, valued at 6 gigawatts, marking a substantial entry into the core supply chain of leading AI model developers [6] Group 4: Qualcomm and Intel Strategies - Qualcomm is diversifying its strategy to reduce reliance on the smartphone market, launching the Snapdragon X2 Plus chip aimed at the mid-range laptop market, with a focus on energy efficiency and 5G connectivity [8] - Intel introduced the "Panther Lake" third-generation Core Ultra processor, its first chip manufactured using the 18A process, which is crucial for regaining manufacturing leadership [9] - The third-generation Core Ultra processors are set to be released in the second quarter of 2026, targeting industrial, medical, and smart city applications [10]

以下文章来源于腾讯科技 ，作者值得关注的 腾讯科技 . 腾讯新闻旗下腾讯科技官方账号，在这里读懂科技！ 本文来自微信公众号： 腾讯科技 ，编辑：徐青阳，作者：值得关注的 比黄仁勋激进，比苏姿丰强硬，这是硅谷芯片领袖中一张独特的华人面孔。 他曾裁掉英特尔2万人，几乎每天超200人离职，但对58岁的"老英特尔"来说，掌握什么底牌，才能 继续留在牌桌上？ 1月6日，在拉斯维加斯的CES展台上，英特尔CEO陈立武意气风发。 他回顾了过去一年英特尔团队在架构创新、制造工艺及跨软硬件协同优化等方面取得的突破性进展， 并正式宣布：英特尔已兑现承诺，在2025年底前完成了首批基于18A制程产品的出货。 陈立武还表示，英特尔实际上超额完成了目标。他现场宣布，酷睿Ultra系列3的所有三款芯片目前已 进入同步扩产阶段。 台下掌声不断，但只有陈立武知道，这一刻的荣光背后，是过去一年惊心动魄的救亡图存。 对英特尔来说，2025年热点不断：新CEO上任、大规模裁员、政府近百亿美元投资、英伟达50亿砸 进来、股价涨超80%。 热闹归热闹，英特尔还是那个英特尔。 换了CEO，裁了人，通过"混改"拿了钱，技术也有进展，可最核心的问题——代工 ...

Advanced Micro Devices Inc (NASDAQ:AMD) and Intel Corp (NASDAQ:INTC) are getting plenty of attention today, as investors monitor the Consumer Electronics Show (CES) in Las Vegas. Intel today launched Panther Lake, its latest AI chip for laptops, which is the first to use to its 18A manufacturing process.INTC is up 1.3% to trade at $39.90 at last check, now sporting a 100.9% year-over-year lead. The security has struggled with overhead familiar overhead pressure at $42.50 since pulling back from its Dec. 3, ...

Intel is set to launch Panther Lake, its new AI chip for laptops, on Monday at the CES trade show in Las Vegas, as the company seeks to reassure investors about the first product made using its next-g... ...

Core Viewpoint - Intel may be closer to surpassing TSMC than previously anticipated, particularly through the accelerated implementation of high-NA EUV lithography technology, which could significantly alter the semiconductor industry landscape [1][3][19]. Group 1: Intel's Technological Advancements - Intel's turnaround began in 2021 with the appointment of former CEO Pat Gelsinger, and recent developments suggest that the company may be progressing faster than analysts expect [2]. - High-NA EUV lithography technology, which allows for more precise chip patterning, could enable Intel to leapfrog TSMC if implemented sooner than planned [3][6]. - Intel has already acquired and utilized at least three high-NA machines, indicating readiness to integrate this technology into its manufacturing processes [10][11]. Group 2: Competitive Landscape - Historically, Intel's delay in adopting EUV technology allowed TSMC to gain a significant manufacturing lead, which it has maintained [5]. - TSMC has opted to delay the use of high-NA EUV technology due to cost concerns, while Intel has positioned itself to be the first to implement it [7]. - Intel's extensive experience with high-NA tools and the reported advantages in productivity could provide a competitive edge over TSMC [8][19]. Group 3: Production and Implementation - Intel has achieved "acceptance testing" of its high-NA machines, indicating they meet manufacturing benchmarks and specifications [12]. - The company is processing 30,000 wafers per quarter using high-NA tools, suggesting significant operational capacity [18]. - Speculation exists that Intel may be testing high-NA technology on its 18A manufacturing process, although the company has not confirmed this [20][21]. Group 4: Future Prospects - Intel's decision to point to 14A as the first node for high-NA EUV raises questions, especially given its substantial investment in high-NA machines [17][18]. - The potential for high-NA tools to be used in the 18A process remains uncertain, with indications that it may only be applied to certain layers of chips [25][27]. - The upcoming CES in Las Vegas could provide an opportunity for Intel to disclose its advancements in the 18A process, particularly with the unveiling of its first 18A-produced chip [28].

Core Viewpoint - Intel's stock experienced a significant increase of nearly 90% in 2025, driven by new leadership and substantial investments from the U.S. government, Nvidia, and SoftBank, alongside cost-cutting measures. However, for continued growth in 2026, Intel must navigate several challenges and secure key customers for its foundry business [1]. Group 1: Foundry Business and Customer Acquisition - Intel needs to secure a major customer for its foundry business, with rumors suggesting that Apple may consider using the Intel 18A process, which would be a significant achievement if realized [3]. - The company must demonstrate progress in attracting customers for its upcoming Intel 14A process, set to launch in 2027 [3]. Group 2: Product Development and Market Competition - The Intel 18A process will be critical for the launch of the Panther Lake and Nova Lake CPU families in 2026, as Intel aims to regain market share lost to AMD due to previous manufacturing disadvantages [4]. - New manufacturing processes are expected to help Intel close the gap with TSMC, AMD's manufacturing partner, which has been a key factor in Intel's competitive landscape [4]. Group 3: Market Conditions and Challenges - The current memory chip market is facing challenges, with prices rising due to high demand amid the AI boom, which could negatively impact Intel's PC CPU business growth in 2026 [6]. - Despite the temporary headwinds in the memory chip market, Intel's foundry business represents a multi-billion-dollar opportunity as demand for custom-designed chips increases [7].

Core Viewpoint - The article discusses the evolving role of integrated graphics (iGPU) in the PC market, highlighting its increasing capabilities and competition with discrete graphics (dGPU), particularly in the context of gaming and high-performance applications. [1][2] Group 1: Integrated Graphics Development - Integrated graphics have traditionally been seen as basic display solutions, but advancements have allowed them to handle more demanding tasks, such as gaming and 3D creation [1] - AMD's Phoenix platform introduced the 780M, which enabled laptops without discrete graphics to perform gaming tasks, leading to the development of the Z1 Extreme for Windows gaming handhelds [1] - Intel has maintained a leading market share in integrated graphics but has struggled to match AMD's performance until the introduction of Meteor Lake, which showed competitive capabilities under sufficient power conditions [1] Group 2: Intel's Strategic Response - Intel is responding to the competitive landscape with its Lunar Lake architecture, which, combined with TSMC's N5 process, positions its 140V integrated graphics to challenge AMD's top integrated graphics, the 890M [2] - The upcoming Panther Lake platform is expected to feature the new Xe3 architecture with a 50% increase in core count, potentially rivaling entry-level discrete graphics like the RTX 4050 [2] - This shift could allow users to experience near-gaming laptop performance in lightweight laptops without the drawbacks of heavier designs and noisy fans [2] Group 3: Market Dynamics and Pricing Challenges - Despite advancements, the new generation of integrated graphics may struggle to fully replace discrete graphics due to high production costs and rising prices of memory and SSDs, leading to higher retail prices for laptops [3] - The entry-level gaming laptop market remains highly competitive, with OEMs driving prices down, allowing them to maintain market space despite less impressive specifications [3] - NVIDIA's established presence in gaming and content creation, along with superior software support, continues to provide a competitive edge, even if integrated graphics show improved performance [3]