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Deep & Emerging Tech·July 21, 2026·1 min read

Intel Rallies After Saying It’ll Make More Headcount Reductions

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Markets rewarding Intel for deeper cuts in its data center unit underscores how much pressure legacy silicon players are under to free cash for AI and foundry bets. If you depend on their roadmaps, assume more internal churn and reprioritization — lock in commitments on node availability and support windows rather than assuming business as usual.

Deep & Emerging Tech

Malaysia's 6% Q2 GDP growth was powered by 7.5% manufacturing growth, driven by chipmaking, and 6.6% construction growth, supported by data center development

Malaysia’s 6% GDP print, with 7.5% manufacturing growth from chipmaking and 6.6% construction growth from data centers, shows AI demand is already re-routing global industrial supply chains. If you depend on compute or advanced packaging, you now have to treat Malaysia as a serious node in your site selection, vendor, and geopolitical risk models.