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HBM shipments to Malaysia are surging, signaling active ramp-up at Intel's Project Pelican facility.

This validates Intel's advanced packaging expansion timeline and indicates tightening supply constraints for next-generation accelerator memory.
Trade pressSlicast · August 18, 2026 · US · Source: Google News
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HBM shipments to Malaysia are surging, signaling active ramp-up at Intel's Project Pelican facility.

This validates Intel's advanced packaging expansion timeline and indicates tightening supply constraints for next-generation accelerator memory.

Read the original(Summary from the source — see the original below for the full report.)
In-depth analysis
CommentaryIntel at the Crossroads: Equity Capital, Foundry Recovery, and the AI Infrastructure TestCommentaryIntel's Foundry Pivot Finds Commercial Traction as Global AI Infrastructure Demand Surges
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HBM shipments to Malaysia are surging,… · Slicast