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Intel
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competes with (1)
C
CFMEE
· quietNeutral
Coverage (30d)
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This Week
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Evidence
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Timeline

Intel2028-01-01

Intel EMIB-T won second cloud ASIC, early 2028 production.

Intel2028-01-01

EMIB-T wins second cloud ASIC project with early production targeted

Intel2026-12-31

Plans to launch a new AI data center chip targeting Nvidia and AMD

Intel2026-12-31

Intel plans to launch new AI data center chip targeting Nvidia and AMD

CFMEE2026-07-08

CFMEE's 510×515mm PLP system passed validation

Intel2026-04-27

Intel demonstrated UCIe-S interconnect at ISSCC, beating 3nm EMIB with 3x higher data rate

Intel2026-04-08

Intel and SambaNova Systems jointly proposed a hybrid inference architecture blueprint for agentic AI workloads.

Ecosystem

Intel

developedEMIB-T4 src
partneredAmazon3 src
usesBlackwell3 src
competes withTSMC3 src
competes withNvidia3 src
partneredOpenAI3 src

CFMEE

competes withTSMC1 src
competes withIntel1 src
developedPLP (Panel-Level Packaging)1 src

Evidence (1 articles)