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4 ARTICLES

3w ago

Intel’s Sixfold Rally Hinges on 18A Ramp and Foundry Profitability

Investors have priced a successful conversion of $100 billion in foundry spending into external contracts so 18A yield timing and customer volume will decide whether the stock’s lofty valuation holds.

7 ARTICLES

2mo ago

Qualcomm Turns to Android for Growth as Samsung Share Climbs and Apple’s C1 Modems Roll Out

5 ARTICLES

8mo ago

AMD, Intel Open Early Talks on Foundry Deal

Supply Chain

Intel’s Sixfold Rally Hinges on 18A Ramp and Foundry Profitability

SK hynix Starts Mass Production of 192GB SOCAMM2 for Nvidia’s Vera Rubin

Intel in Advanced Talks With Google and Amazon on AI Chip Packaging

SK Hynix Files Record $8 Billion Order for ASML EUV Tools for 2027 Delivery

Qualcomm Turns to Android for Growth as Samsung Share Climbs and Apple’s C1 Modems Roll Out

AMD, Intel Open Early Talks on Foundry Deal