Intel Accelerates Fab Construction, AMD and Storage Earnings to Test AI Demand
创业邦 · wechat · 2026-08-03
Compute & Chips: Intel is pushing full throttle on its Ohio fab construction by offering overtime bonuses. Meanwhile, the substrate yield rate for its EMIB-T advanced packaging technology is approaching 90%.
Earnings & Market Expectations: This week brings a wave of tech earnings. AMD's financial report is set to be a key indicator of AI chip demand trends. Palantir will demonstrate the real-world deployment of AI applications, while SanDisk and Western Digital's results will impact the AI storage sector.
AI Terminals & Manufacturing: Xiaomi officially launched its Longjia battery system, incorporating AI visual inspection and comprehensive quality control technologies into the manufacturing process.
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