Digitimes September 3, 2026 By DIGITIMES neutral

Intel pre-funds EMIB-T and CPU capacity, will address DRAM through partners rather than fabs

IntelAI / LLMSemiconductorsMemoryManufacturingSupply ChainRegulationData Center

Intel's US$23 billion equity raise in August was pre-funding for a capacity build driven by demand and process confidence rather than distress, chief financial officer David Zinsner said, committing Intel to equipping fabs in Ireland, Arizona, and Oregon before 14A reaches high-volume manufacturing in 2028. At Deutsche Bank's 2026 Technology Conference on August 27, he put numbers on the advanced packaging business, a data center CPU cycle Intel expects to undersupply into 2028, and a gross margin now "comfortably in the 40s."

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