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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 17, 2026 at 17:19 UTC · US · Source: TechPowerUp
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CommentaryIntel INTC, October 2026: An 8% Session Decline Amid Foundry Progress and Sector HeadwindsCommentaryIntel (INTC) Stock, October 2026: 8% Single-Session Drop Amid Packaging Competition and Expanding Fab Ambitions
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HBM shipments to Malaysia are surging,… · Slicast