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Intel's market value surged 474% over the past year to roughly $510 billion, whilst Nvidia's grew 24% to near $5.4 trillion. Intel's stock price rose approximately 400% from around $20 to about $101, with additional gains from share count increases of roughly one-sixth. Intel's share count grew from about 4.4 billion to over 5 billion shares, largely through stock issued to the US government under the CHIPS Act agreement. The company's revenue rose 25% year-over-year last quarter, its fastest growth in nearly 15 years, though it posted an $11.3 billion trailing-12-month loss. Nvidia generated $159.6 billion in trailing earnings, more than double the prior year, on $253 billion of revenue. Its price-to-earnings ratio now sits near 34.

Intel may be heading back to memory. Intel CEO Lip-Bu Tan (pictured) is teasing a return for Intel to the memory market. "I used to be, 'do not invest in memory because it is a kind of commodity business,' but now it has become different," Tan said on a TechSurge podcast,, "there is a lot of new technology coming out. So, we are kind of looking at one of my pet projects, some of the new memory architecture. I think you just saw the news: I hired my good friend, Seok-Hee Lee, who used to run SK Hynix. So, you kind of know something that I am thinking about. We are not ready to unfold it." "I think CPU and memory, I think there are a lot of ways we can really do stacking together," Tan said. "And also try to find some new architecture for memory. I think in some way the memory, a lot of innovation are not there. So, ured) there is some really good area." Tan has mentioned that stacking memory on top of a CPU could make a lot of sense. An Intel XBM patent that does away with the silicon intrrposer of HBM filed December 2024 and published the patent describes a "cross-batch memory (XBM) with backend transistors" to replace HBM. Intel also has a jv research intiative called Saimemory with a number of Japanese partners to develop Z-angle memory (ZAM), David Manners has more than forty-years experience writing about the electronics industry, its major trends and leading players. As well as writing business, components and research news, he is the author of the site's most popular blog, Mannerisms. This features series of posts such as Fables, Markets, Shenanigans, and Memory Lanes, across a wide range of topics. Don't miss out on EW Newsletters. Get its news, blogs and comments straight to your inbox! Sign up for the Electronics Weekly newsletters: Mannerisms, Gadget Master and the Daily and Weekly roundups. Tune into EW's CHIIPS Podcast. The excellent Electronics Weekly podcast, CHIIPS, is brought to you by its editor Caroline Hayes. Hear interesting insights from a range of industry figures. Catch all the episodes" * Latest * Comments

Nova Lake CPUs with cut-down E-core clusters may still retain full cache pool, says new leak - 8P+12E config predictions revised from 33MB to 36MB, 4P+4E config from 15MB to 18MB. Published 3 hours ago Not all SKUs are affected, however. Intel's upcoming Nova Lake CPUs have been a part of the rumor mill for months as excitement builds up for a potential CES 2027 announcement. The latest leak comes from reliable tipster Jaykihn, who's actually updating an older report that said SKUs with cut-down E-cores would also have reduced cache. Now, his new leak claims Intel will keep the L3 cache unaltered, even on chips with partially disabled E-core clusters. Go deeper with TH Premium: CPU Previously, it was rumored that some Nova Lake configs, such as the 8+12+4 silicon, would only have 33MB of L3 cache since the 12 E-cores are cut down from the 16 we expect on the full-fat variant of this SKU. Now, Jaykihn reports that this config will now have 36MB of L3 cache instead, just like the uncut 8+16+4 config. Similarly, the 4+4+4 config is said to retain 18MB of L3 cache instead of 15MB, same as the fully enabled 4+8+4 SKUs. This does not apply to every SKU of Nova Lake, however. For instance, the leaker claims that the 6+12+4 config is still limited to 27MB and not 30MB, had the disabled E-core cluster retained its cache. If true, it seems there's no linear scaling at play here; rather, Intel just decides on its own which SKUs get to keep all of the L3 cache regardless of their disabled E-cores, and which ones are still relegated to lower amounts. Latest Videos FromTom's Hardware How To Check Your CPU Temperature 0 seconds of 1 minute, 35 seconds Volume 0% Nova Lake desktop CPUs are not the only ones reportedly affected by this change; Nova Lake-HX, the mobile lineup, is also said to follow the same methodology at this point. Therefore, we can expect some of the midrange SKUs to have more cache than previously expected. Keep in mind that all of this is preliminary, unofficial information and subject to change between now and the actual launch, as this very development proves. Intel's big trick for Nova Lake is expected to be the introduction of bLLC in consumer CPUs, directly meant to challenge AMD's 3D V-Cache. Only mid- to high-end SKUs are expected to get it, including the 8+12+4 and 6+12+4 configs we mentioned earlier. They're said to feature 132MB and 108MB of bLLC, respectively, which is separate from the native L3 cache we've been talking about in this story, so those numbers won't change. Nova Lake-S Rumored SKUs* | SKU | Core Config (P+E+LP-E) | bLLC | L3 Cache (updated) | L3 Cache (Previous) | | 52 Cores (dual-tile) | (8+16)+(8+16)+4 | 288MB | 72MB? 72MB? | | 28 Cores | 8+16+4 | 144MB | 36MB | 36MB | | 24 Cores | 8+12+4 | 132MB | 36MB | 33MB | | 22 Cores | 6+12+4 | 108MB | 27MB | 27MB | | 16 Cores | 4+8+4 | - | 18MB | 18MB | | 12 Cores | 4+4+4 | - | 18MB | 15MB | *non-bLLC variants of all the single-tile SKUs are also rumored. All specifications rumored, not confirmed by Intel. As usual, there might be some level of internal segmentation that we aren't seeing here. Although leaked specs give us a glimpse at what Nova Lake could offer, it's always possible that Intel is testing various configurations, even if those chips won't end up in the main lineup. Get Tom's Hardware's best news and in-depth reviews, straight to your inbox.