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Intel Signals Possible Return to Memory Chip Business

CEO Lip‑Bu Tan’s podcast remarks after a high‑profile hire, patent filings and a $20 billion equity raise suggest the company is exploring CPU‑memory stacking and new DRAM designs to ease AI data‑center memory shortages.

Astera Labs Posts 104% Revenue Jump as PCIe‑6 Products Drive Early Production Win

Eos Energy Starts Line 2 Production and Secures German Supply Agreement

Samsara Raises FY27 Guidance After Strong Q1 as Shares Tick Lower

Kornit Hits High End of Q1 Outlook, Guides Q2 Growth on Software and Automation

Karman Raises 2026 Revenue Outlook After Record First Quarter

A16z Leads $16 Million Seed for Stockholm’s Pit to Build AI Enterprise Workflow Software

Amkor Beats Q1, Lifts Q2 Outlook, Ramps Capex for Advanced Packaging Expansion

Besi Q1 Orders More Than Double on AI Packaging Demand

Arista Networks Raises 2026 Growth Target on AI Data-Center Demand as Analysts Flag 33% Upside

Applied Materials Raises Outlook on AI-Fueled Demand; Shares Jump

Analysts Double Down on Broadcom as AI Inference Buildout Gains Pace

Meta Ramps Up AI Spend for 2025 as Wall Street Backs Pivot From Metaverse Hardware