Intel's CEO, Lip-Bu Tan, is considering a strategic shift in its foundry business, potentially halting the marketing of its ...

Explore Intel Corporation's accelerated Foundry roadmap shift and its impact on execution risks. Click for my update on ...

Intel CEO Lip-Bu Tan is considering a significant shift in the company's chip manufacturing strategy to attract major clients ...

In the last Leo Says, Leo discussed Intel's statement that it would deliver five fabrication nodes in four years. These are bold claims that were immediately challenged by news that Intel would ditch ...

At its Intel Foundry Direct Connect 2025 event in April, Intel announced it is working closely with lead customers on its upcoming 14A process, which is expected to deliver a 15–20% performance gain ...

In addition, Intel faces external pressures. Earlier this year, the U.S. government was reportedly pressing hard for Intel to ...

Needham now sees TSMC shares hitting $270, projecting rapid AI revenue gains through 2027. Shares of Taiwan Semiconductor ...

Intel is reportedly reconsidering its foundry strategy under new CEO Lip-Bu Tan, with plans to shift focus from its 18A ...

Chip makers rallied on Wednesday after the Senate approved boosting investment tax credits for U.S. semiconductor facilities to 35% from 25%. AI chip leaders also gained: Nvidia (NASDAQ:NVDA) surged ...

TSMC, which is the world's largest contract chipmaker, also got a boost from reports that Intel's recently appointed CEO was ...

The 18A node’s journey has been a sometimes rocky one including the CEO turnover and other issues. In the fall of last year, ...

Intel Corp. may potentially be eyeing a new strategy for its foundry business, writing off its 18A and 18A-P manufacturing processes and focusing more resources on its future edge chipmaking process, ...