Intel faced a crisis in mid-2025 with major losses and workforce cuts, but a strategic turnaround led by CEO Lip-Bu Tan sparked a remarkable comeback. Key moves included a $5 billion NVIDIA investment, $2 billion from SoftBank, and a $5.7 billion CHIPS Act grant. By Q1 2026, Intel's revenue rose sharply, and its CPUs became central to AI systems, driving shares up 459% in one year. Despite this, the stock trades at a high forward multiple and ongoing foundry losses pose risks, making some investors cautious about buying now.
Nvidia launched its RTX Spark chip, claiming it as the most efficient PC chip ever, partnering with major PC makers but excluding Apple. This move threatens Apple, which relies on Google's Gemini AI, and challenges Intel and AMD's dominance in PC chi...
Intel sold its NAND memory business to SK hynix for $9 billion in 2021 to focus on CPUs and foundry services. However, the AI boom has transformed memory into a critical and scarce resource, especially high-bandwidth memory (HBM), essential for AI in...
Intel has secured significant partnerships with NVIDIA and Google, signaling a major turnaround in its semiconductor business. NVIDIA invested $5 billion in Intel and chose Intel's Xeon CPUs for its AI systems, highlighting the CPU's critical role in...
TSMC is gaining from the AI chip competition as Nvidia, AMD, and Intel ramp up orders, with all three CEOs recently visiting Taiwan. The company raised its long-term gross margin floor to 56% but faces challenges from dilution due to new chip product...
Semiconductor stocks, led by Micron (MU) and Intel (INTC), have surged sharply, indicating a potential market top similar to the dot-com bubble. A wave of upcoming IPOs, including SpaceX valued between $1.75 and $2 trillion, points to speculative exc...
