Intel demonstrated progress with its 18A transistors and growing Xeon server CPU demand, driving strong data center revenue. However, Intel's foundry business still faces losses and lower margins compared to TSMC, which maintains high profitability despite early 2nm ramp costs. Intel is pushing advanced lithography technology ahead of TSMC but lacks scale and customer base, making signed 14A customers crucial for its competitive edge. Market skepticism is reflected in Intel's recent stock drop, while TSMC benefits from broader customer reach and steady growth. Intel's turnaround depends on securing high-volume foundry clients to match TSMC's economic scale and yield consistency.
Intel's efforts to catch up with Taiwan Semiconductor in advanced chip technology come as its stock price fell 3.30% to USD 57.41 on Pluang as of Nov 10, 2026, 21:03 WIB. Meanwhile, TSMC's shares declined slightly by 0.53% to USD 386.55, reflecting a more stable market position despite the competitive pressure. Intel's market cap stands at $315.55 billion, far below TSMC's $1.77 trillion, highlighting the scale gap in their foundry businesses.
Nvidia's board has initiated an independent investigation into CEO Jensen Huang following reports of a foreign intelligence effort targeting him. Despite this, the board expressed full confidence in Huang and his cooperation with the inquiry. Histori...
The U.S. government’s 433.3 million Intel shares dropped from a $61 billion peak in June to $24 billion by November, a $37 billion loss in five months. This sharp 60% decline highlights the risks of holding concentrated positions, especially for indi...
Intel's stock dropped over 50% recently despite posting its strongest data center growth in 15 years, reflecting concerns over heavy spending, foundry losses, and a weak PC market outlook for 2027. The company sees strong demand for server CPUs and A...
The First Trust Nasdaq Semiconductor ETF (FTXL) has fallen 27% since its last BUY rating due to concerns over data center spending freezes, margin calls, and disappointing earnings guidance from major holdings Intel and Qualcomm, which together accou...
Shares of major chipmakers like Nvidia, AMD, Micron Technology, Intel, Sandisk, and Broadcom surged on Friday, recovering from the sector's worst selloff in six years. Nvidia and AMD saw gains of over 5% and 11% respectively shortly after market open...
