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Intel
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Apple Granted Semiconductor Tariff Exemption; Will Manufacture Mac and iPhone Chips at Intel
Svmuu News: Citrini analyst jukan posted on X, stating that, according to a WSJ report, Apple secured an exemption from semiconductor tariffs after committing to use Intel’s wafer fabs. Apple will not
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Intel Raises Prices on Some PC and Server CPUs; Recommended Price for the Xeon 6980P Rises to $13,955
Svmuu News: Intel adjusted the prices of its PC and server processors on the 3rd. Prices for the Core Ultra 200S Plus and Xeon 6 processors, released in late March, were raised, while prices for the C
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HSBC Holdings raises its target price for Intel to $200
Svmuu News: HSBC Holdings announced that it has raised its price target for Intel (INTC.O) from $100 to $200. (Jin Shi)
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Goldman Sachs: Initiates coverage on Intel with a Neutral rating and a price target of $150
Svmuu News: Goldman Sachs released a research report, assigning Intel a “Neutral” rating for the first time,with a target price of $150. The firm expects Intel to benefit from rising demand for server
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U.S. stock markets saw broad gains in the optical communications and semiconductor sectors, with Intel and ARM rising more than 6%.
Svmuu News: According to data from MSX.COM, U.S. optical communications and semiconductor stocks surged across the board, with SanDisk up more than 16%, Western Digital up more than 13%, Seagate Techn
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Donald Trump: The U.S. provided assistance to Intel in exchange for a 10% stake; the current value of that stake exceeds $60 billion.
Svmuu News: U.S. President Donald Trump posted that the United States needs to bring its semiconductor industry back home, so he has decided to assist Intel in exchange for a 10% stake in the company.
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Analysis: Intel Only Handles Packaging for Google’s TPU; Logic Chips Still Produced by TSMC
Svmuu reported that Citrini analyst Jukan posted on X platform, stating he cannot understand why related research reports describe Intel as “manufacturing” Google’s TPU v9. According to his knowledge,
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NVIDIA Evaluation of Intel packaging technology and the 18A process for future chip production
Svmuu planet daily news Nvidia (NVDA.O) and Google are evaluating Intel's (INTC.O) advanced packaging technology and 18A process for future chip production. (The Information)
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CNBC analysis suggests that Intel's stock may continue to fall after its significant decline, but selling now would not recover losses.
CNBC analysis suggests that Intel's stock may continue to fall after its significant decline, but selling now would not recover losses.
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Intel shares fell over 15% in after-hours trading, as the slowdown in the PC market is expected to persist until 2027.
Intel shares fell over 15% in after-hours trading, as the slowdown in the PC market is expected to persist until 2027.
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Intel shares fell over 15% in after-hours trading, as the slowdown in the PC market is expected to persist until 2027.
Intel's stock price fell over 15% in after-hours trading on Thursday after the company released its third-quarter earnings report and warned investors that the slowdown in the PC market would continue
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Intel's stock plunged 20% in after-hours trading due to a weak fourth-quarter forecast driven by a slowdown in the PC market.
Intel shares plunged 20% in after-hours trading on Thursday after the company issued a weak fourth-quarter outlook, attributing it to the ongoing softness in the global PC market. Intel expects adjust
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Intel Corp.(INTC) Q3: EPS 0.52 USD (above forecast), Revenue 16.51B USD (below forecast)
Intel Corp.(INTC) Q3 EPS: 0.52 USD; Forecast 0.41 USD Revenue: 16.51B USD; Forecast 16.56B USD Reporting period: 2026 Q3 (period ended 2026-09-27) Release date: 2026-10-29
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Intel will acquire quantum startup Classiq for approximately $2.3 billion, Bloomberg reported.
Intel will acquire quantum startup Classiq for approximately $2.3 billion, Bloomberg reported.
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Intel announced a partnership with Classiq to jointly build a full-stack quantum computing platform.
Intel announced a partnership with Classiq to jointly build a full-stack quantum computing platform.
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NVIDIA, Intel, and AMD have prepaid over $5 billion to secure high-end IC substrate capacity.
According to Taiwan's Economic Daily, tech giants NVIDIA, Intel, and AMD have collectively prepaid over NT$100 billion (approximately US$5 billion) to high-end IC substrate manufacturers in Taiwan. Th
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Intel Executive: Chips to "Grow Taller" with 3D Stacking by 2045, But Equipment Bottlenecks Severe, Global Capacity Only Enough to Double
Intel's head of technology recently stated that by 2045, chips will continue to evolve towards three-dimensional stacking, with transistors, interconnects, and chip-to-chip connections all stacking up
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Malaysian chip design company SkyeChip joins SoftBank-backed Japanese AI memory project
Malaysian chip design company SkyeChip has joined a SoftBank-backed Japanese AI next-generation memory development project, which also involves Intel. SkyeChip will play a role in this project.
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Intel's first major structural truss has been installed at its Ohio chip factory, but the project is at least five years behind schedule, with completion expected in 2030 and no major external customers announced yet.
Intel's first major structural truss has been installed at its Ohio chip factory, but the project is at least five years behind schedule, with completion expected in 2030 and no major external custome
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NVIDIA GTC Berlin kicks off today, with Jensen Huang scheduled to deliver a keynote speech on October 21.
NVIDIA GTC Berlin will take place from October 20 to 22, with CEO Jensen Huang delivering a keynote speech at 11 AM local time on October 21. Amid ongoing debate about AI investment returns and market
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Intel CEO says contract chip business needs 'strong' government support
Intel's chief executive stated in an exclusive interview with Nikkei that while the Trump administration has no policy to interfere with Intel's business strategy via its minority stake, White House b
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Goldman Sachs warns the AI industry faces a funding bottleneck, with cloud giants potentially needing to issue $400 billion in debt next year.
Goldman Sachs' latest estimates, as reported by Wall Street News, indicate that hyperscale cloud giants' capital expenditure will reach $1.2 trillion by 2027, while operating cash flow for the same pe
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Europe's most valuable company, ASML, expects AI demand to outstrip supply for at least two more years.
ASML, Europe's most valuable company by market capitalization, stated that customers including TSMC and Intel are experiencing "very, very strong demand," and expects AI demand to continue to outstrip
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TSMC and Intel supplier Qnity adopts "local-for-local" strategy, sourcing over 70% of raw materials regionally
Qnity, a leading supplier of semiconductor chemicals and materials, is implementing a "local-for-local" strategy. This involves positioning manufacturing facilities closer to customers and sourcing mo
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Broadcom is seeking to raise over $50 billion from investors including Blackstone, while Intel raised approximately $20 billion in August.
Broadcom is seeking to raise over $50 billion from investors such as Apollo Global Management and Blackstone for custom AI chips for OpenAI, while warning of capital bottlenecks in the AI industry. In
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Intel and Broadcom CEOs Warn: Capital Crunch Could Be the Biggest Bottleneck for AI Development
CEOs of Intel and Broadcom warn that access to capital could become a major constraint on the AI boom, even as demand for computing infrastructure continues to outstrip supply. Broadcom CEO Hock Tan s
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Musk: Terrafab will "make better chips than anyone else."
Musk stated at the "X Takeover" event on Saturday local time that despite currently having "no idea how to make microchips," he believes his companies will eventually surpass all competitors to produc
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US Supreme Court hears Intel 401(k) retirement plan case, potentially impacting employer interest in private investments.
The U.S. Supreme Court on Tuesday (October 6) heard oral arguments in a significant case concerning Intel's 401(k) retirement plan. The case could impact employer interest in private investments withi
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Intel CEO Pat Gelsinger confirmed that the company will continue to participate in Elon Musk's "Terafab" chip plan. Previously, rumors of TSMC's involvement had caused Intel's stock price to drop by 3.9%.
Intel CEO Pat Gelsinger stated in a Bloomberg interview in Tokyo on October 7 that Intel will continue to participate in Elon Musk's "Terafab" chip plan. Previously, Musk revealed he was discussing po
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Musk Confirms Discussions with TSMC on Terafab Project; TSMC Stock Hits All-Time High, Market Cap Exceeds $2.5 Trillion
Musk confirmed on social media platform X that preliminary discussions are underway with TSMC regarding the Terafab gigafactory project, stating, "Just discussions, but perhaps something will come of
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First Lady Melania Trump's Fostering the Future Together Secures Tech Partnerships with Adobe, Amazon, Intel, Starlink, Google, and Zoom
The partnerships include over $23 million in combined commitments towards education, tools, and expertise for children globally. Google committed $4 million to expand its SI Educator Series, while Zoo
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NVIDIA is collaborating with companies across the supply chain to advance glass substrate technology, aiming to address AI chip packaging limitations and expand HBM integration.
NVIDIA is collaborating with companies across the industry chain to advance the implementation of glass substrate technology, addressing the increasing physical limitations in AI chip packaging relate
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Intel
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