Intel Ramps Up GPU Push, Anticipates Memory Chip Shortage to 2028
Analysis
Intel's bold move to bolster its GPU efforts signals its commitment to the booming AI infrastructure market. With a new chief architect at the helm, the company is poised to capitalize on the increasing demand for GPUs, which are crucial for powering the most advanced applications. Furthermore, the forecast for a memory chip shortage lasting until 2028 highlights the sustained growth in the AI sector.
Key Takeaways
- •Intel is hiring a new chief architect to lead its GPU development efforts, recognizing the importance of GPUs for AI.
- •The company is experiencing strong interest in its 14A manufacturing technology, potentially accelerating production later this year.
- •The CEO predicts the memory chip shortage, driven by AI demand, will persist until 2028.
Reference / Citation
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cnBetaFeb 3, 2026 21:50
* Cited for critical analysis under Article 32.