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HARDWARE PULSE

Monday, April 6, 2026

Market Intelligence for Hardware Professionals

🎯 Today's Hardware PulseUpdated 1h ago

Intel revives Rio Rancho fabs with $500M CHIPS Act boost to launch AI chip‑packaging business

Intel is bringing back its Rio Rancho Fab 9 and Fab 11X to build an advanced chip‑packaging operation, funded with $500M from the U.S. CHIPS Act and billions of internal investment. The company forecasts packaging revenue north of $1B and is courting AI‑focused customers such as Google and Amazon with its new EMIB‑T technology.

Also developing:

By the numbers: SpinQ Technology raises $87.2M Series C+

⭐ Big Story of the Day

Intel Boosts Fab 9 and Fab 11X Spending with $500M CHIPS Act Grant and Billions of Internal Capital

Intel is reviving its Rio Rancho Fab 9 and Fab 11X to launch an advanced chip‑packaging business, backed by $500 million from the U.S. CHIPS Act and billions of internal investment. The company now projects packaging revenue well north of $1 billion, citing potential multi‑billion‑dollar deals with AI‑focused customers like Google and Amazon. New EMIB‑T technology promises higher power efficiency and signal integrity for AI‑centric chiplets, positioning Intel to compete directly with TSMC’s packaging services. Success hinges on securing external customers and achieving the 40% gross‑margin target the CFO highlighted.

Source: Pulse

🚀 Top Hardware Headlines

ROHM Adds TLRx728 and BD728x CMOS Op Amp Series

The lineup includes 1-, 2- and 4-channel options with rail-to-rail input/output for sensor and power monitoring uses. The post ROHM adds TLRx728 and BD728x CMOS op amp series appeared first on Engineering.com.

Engineering.com

Centre Set to Prioritise Memory Chips Under Semicon Mission 2.0

As of the end of the fourth quarter of 2025, South Korea's SK Hynix and Samsung controlled 57% and 22% of the global revenue share, respectively, while US-based Micron held the remaining 21% share, according to Counterpoint Research.

ET Telecom (Economic Times)

UK Confirms Drone-Killing DragonFire Laser Weapon for Royal Navy Destroyers by 2027 —Laser Downs 400mph High‑speed Drones, Costs $13 per Shot

The UK Ministry of Defence has confirmed that the DragonFire high-energy laser weapon will be installed on Royal Navy Type 45 destroyers by 2027, five years ahead of the original schedule.

Tom's Hardware

ASUS ROG Strix OLED XG34WCDMS Introduced With BlackShield Film and 280Hz Panel

ASUS has introduced the ROG Strix OLED XG34WCDMS, a 34-inch ultrawide gaming monitor built around a QD-OLED panel and designed to address both performance and durability concerns associated with OLED displays.

Guru3D

Intel Unveils AI Texture Compression Cutting Memory Use by Up to 18x

Intel is advancing texture compression techniques with its newly introduced Texture Set Neural Compression (TSNC) technology, a neural network-based approach designed to significantly reduce the size of texture assets used in modern graphics workloads.

Guru3D

💬 Top Hardware Social Posts

Thread by @sung.kim.mw

People are using AI to break CUDA’s moat. Given any pytorch model, it profiles it, ranks bottlenecks by amdahl's law, writes triton or CUDA C++ replacements, and runs 300+ experiments overnight with no human in the loop. - 5.29x over pytorch eager on rmsnorm - 2.82x on softmax - beats torch.compile by 3.44x on softmax and 2.94x on cross entropy - #1 on the vectorsum_v2 B200 leaderboard - single prompt triton FP4 matmul that beats CUTLASS by up to 2.15x

by Sung Kim•

Tweet by @Efipm

@Adyen — 195x speedup in model training with NVIDIA accelerated computing. Real-time routing & conversion optimisation at $1T+ in payment volume. https://t.co/HxmnbS6Y8V

by Efi Pylarinou•

📈 Hardware Stock Movers

🟢 Top Weekly Gainers

Seagate (STX)+9.24%

$429.36 | N/A Market Cap

Western Digital (WDC)+4.44%

$294.97 | N/A Market Cap

Apple (AAPL)+2.34%

$255.92 | $3.9T Market Cap

🔴 Top Weekly Losers

HP (HPQ)-0.36%

$19.51 | N/A Market Cap

NetApp (NTAP)-0.13%

$103.35 | N/A Market Cap

Dell Technologies (DELL)0.93%

$174.37 | N/A Market Cap

HARDWARE PULSE

Monday, April 6, 2026

Market Intelligence for Hardware Professionals

🎯 Today's Hardware PulseUpdated 1h ago

Intel revives Rio Rancho fabs with $500M CHIPS Act boost to launch AI chip‑packaging business

Intel is bringing back its Rio Rancho Fab 9 and Fab 11X to build an advanced chip‑packaging operation, funded with $500M from the U.S. CHIPS Act and billions of internal investment. The company forecasts packaging revenue north of $1B and is courting AI‑focused customers such as Google and Amazon with its new EMIB‑T technology.

Also developing:

By the numbers: SpinQ Technology raises $87.2M Series C+

⭐ Big Story of the Day

Intel Boosts Fab 9 and Fab 11X Spending with $500M CHIPS Act Grant and Billions of Internal Capital

Intel is reviving its Rio Rancho Fab 9 and Fab 11X to launch an advanced chip‑packaging business, backed by $500 million from the U.S. CHIPS Act and billions of internal investment. The company now projects packaging revenue well north of $1 billion, citing potential multi‑billion‑dollar deals with AI‑focused customers like Google and Amazon. New EMIB‑T technology promises higher power efficiency and signal integrity for AI‑centric chiplets, positioning Intel to compete directly with TSMC’s packaging services. Success hinges on securing external customers and achieving the 40% gross‑margin target the CFO highlighted.

Source: Pulse

🚀 Top Hardware Headlines

ROHM Adds TLRx728 and BD728x CMOS Op Amp Series

The lineup includes 1-, 2- and 4-channel options with rail-to-rail input/output for sensor and power monitoring uses. The post ROHM adds TLRx728 and BD728x CMOS op amp series appeared first on Engineering.com.

Engineering.com

Centre Set to Prioritise Memory Chips Under Semicon Mission 2.0

As of the end of the fourth quarter of 2025, South Korea's SK Hynix and Samsung controlled 57% and 22% of the global revenue share, respectively, while US-based Micron held the remaining 21% share, according to Counterpoint Research.

ET Telecom (Economic Times)

UK Confirms Drone-Killing DragonFire Laser Weapon for Royal Navy Destroyers by 2027 —Laser Downs 400mph High‑speed Drones, Costs $13 per Shot

The UK Ministry of Defence has confirmed that the DragonFire high-energy laser weapon will be installed on Royal Navy Type 45 destroyers by 2027, five years ahead of the original schedule.

Tom's Hardware

ASUS ROG Strix OLED XG34WCDMS Introduced With BlackShield Film and 280Hz Panel

ASUS has introduced the ROG Strix OLED XG34WCDMS, a 34-inch ultrawide gaming monitor built around a QD-OLED panel and designed to address both performance and durability concerns associated with OLED displays.

Guru3D

Intel Unveils AI Texture Compression Cutting Memory Use by Up to 18x

Intel is advancing texture compression techniques with its newly introduced Texture Set Neural Compression (TSNC) technology, a neural network-based approach designed to significantly reduce the size of texture assets used in modern graphics workloads.

Guru3D

💬 Top Hardware Social Posts

Thread by @sung.kim.mw

People are using AI to break CUDA’s moat. Given any pytorch model, it profiles it, ranks bottlenecks by amdahl's law, writes triton or CUDA C++ replacements, and runs 300+ experiments overnight with no human in the loop. - 5.29x over pytorch eager on rmsnorm - 2.82x on softmax - beats torch.compile by 3.44x on softmax and 2.94x on cross entropy - #1 on the vectorsum_v2 B200 leaderboard - single prompt triton FP4 matmul that beats CUTLASS by up to 2.15x

by Sung Kim•

Tweet by @Efipm

@Adyen — 195x speedup in model training with NVIDIA accelerated computing. Real-time routing & conversion optimisation at $1T+ in payment volume. https://t.co/HxmnbS6Y8V

by Efi Pylarinou•