Changes in US stocks | Partnering with AUO to deploy Micro LED Advanced Package Intel (INTC.US) to open more than 9%

The Zhitong Finance App learned that on Monday, Intel (INTC.US) opened with a sharp rise. As of press release, it was over 9%, and the increase in September had already exceeded 30%. According to the news, the media reported that Intel is extending its advanced packaging strategy to the field of micro LED substrates, and it is reported that it is developing in-depth cooperation with Youda Optoelectronics, a major panel manufacturer in Taiwan, to jointly promote CPO (Co-Packaging Optics) and high-density computing power chip integration solutions, indicating that the optoelectronic heterogeneous integration technology route is accelerating towards commercialization.

Furthermore, Meta's recently launched Muse provides a representative observation sample for computing power requirements in the Agentic AI era. It is reported that Muse will set up an independent Linux cloud virtual machine for each user to run browsers, code compilation, scheduled tasks, databases, security checks, and multiple parallel sub-agents. This type of workload involves extensive task scheduling, data processing, and system I/O, and its dependence on CPU resources is significantly higher than traditional large model inference scenarios.