Intel's stock has tripled this year amid optimism about its foundry business, driven by rising CPU demand and U.S. geopolitical support for domestic chip manufacturing. Intel's new 18A process closes much of the technology gap with TSMC, and its upcoming 14A process could offer a temporary edge with advanced lithography. However, TSMC remains far ahead in revenue, scale, customer base, and yield efficiency, with $35.9 billion in foundry revenue versus Intel's $5.4 billion and a much larger share of external clients. Intel faces significant challenges in scaling production, improving yields, and gaining customer confidence to become a reliable alternative foundry partner. Investors are optimistic but cautious, as Intel must prove consistent execution and competitive economics to justify its soaring valuation.
Asian semiconductor stocks experienced a significant decline following a sell-off in US chipmakers, with SK Hynix shares dropping over 9% in Seoul after an earlier 8% rally. The sell-off reflects concerns over AI spending and profit-taking after a st...
Sanjeev Sharma forecasts the S&P 500 will finish 2026 slightly below its starting point due to weak consumer fundamentals like stagnant wage growth, high inflation, elevated gas prices, and rising interest rates. His disposable income-based model hig...
The Direxion Daily Technology Bull 3X ETF (TECL) is rated Buy due to easing inflation and a positive outlook for the Nasdaq-100, driven by growing AI infrastructure investments and increasing influence of smaller AI-related companies beyond the major...
Intel Foundry has begun high-volume manufacturing of select Intel Core Ultra Series 3 processors, known as Panther Lake, using ASML's High NA EUV lithography on the Intel 18A process node. This marks a key milestone in semiconductor manufacturing, de...
The Direxion Daily Semiconductor Bull 3X Shares (SOXL) surged nearly 293% year-to-date but recently fell about 30% in the last month, including a sharp 16% drop in one day. SOXL uses leverage to triple daily semiconductor index returns, but this also...
