Intel
4 storiesIntel is a semiconductor and chip manufacturer. Recent coverage notes Intel-backed financing for construction-AI firm Buildots' $130 million raise, Intel's inclusion in Nvidia’s roughly $99 billion investment portfolio (including a reported $5 billion Nvidia investment in Intel last September), and ASML’s shift to larger photomasks that should boost newest EUV machines’ throughput by about 40%.
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Reuters reported SK Hynix is discussing with Intel options to manufacture RAM in the U.S., including leasing space in Ohio or forming a joint venture; SK Hynix says no plans are finalized. The company is separately building a $3.8B packaging and research facility in Indiana, with mass production expected in 2029.
Buildots, an AI startup focused on speeding construction of large projects, raised $130 million in new financing with backing that includes Intel. The funding will support its work on data centers, chip plants, hospitals and similar mega-projects.
Nvidia reported roughly $99 billion in investments as of its fiscal Q2 close (July 26), split into $47.7B in public equities, $47.9B in non-marketable securities, and $3.3B in equity-method investments; public holdings include Intel, SpaceX and CoreWeave, and Nvidia invested $5B in Intel last September while its SpaceX stake came from xAI’s merger conversion.
ASML convinced TSMC, Samsung and Intel to switch to larger photomasks, which should boost throughput of its newest EUV machines by about 40%. Meanwhile Huawei, via equipment maker Yuliangsheng and its suppliers, is pursuing a domestic strategy to reduce dependence on Dutch lithography technology.
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