How Securing a Major AI Client for 18A Chips At Intel (INTC) Has Changed Its Investment Story

Industry sources reported in the past week that Intel’s foundry division has secured a significant artificial intelligence client, likely Microsoft, for its advanced 18A/AP chip manufacturing process, ...

Intel's Crucial Panther Lake Chips Start Production

Intel's Panther Lake laptop CPUs have started production using the Intel 18A process. Panther Lake is aiming for both ...
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Intel Casts Doubts on Next-Gen Chip Manufacturing. What It Means for TSMC and ASML Stock.

Intel has cast doubt on the future of its chip-manufacturing operations. It’s more good news for Taiwan Semiconductor Manufacturing, but could be a problem for chipmaking machinery supplier ASML ...

TSMC speeds up plan to expand, upgrade chip manufacturing technology in Arizona

CEO C.C. Wei said the company was working to accelerate production of chips made using its 2-nanometer, or "N2," ...

BE Semiconductor: Expensive Now, But Its AI Chip Packaging Leadership Makes It Cheap Later

BE Semiconductor leads in die-attach tech for AI chips, with strong 2026–2028 growth expected from advanced packaging demand.

Inside Intel's Hail Mary to Reclaim Chip Dominance

The struggling American chipmaker is betting that a new plant and fresh product line will help turn around its fortunes.

Microsoft may become one of the biggest customers of these new Intel chips

Microsoft is reportedly set to become a major customer for Intel's cutting-edge 18A chip manufacturing process, potentially ...

Intel outlines details of first PC chip made on its new manufacturing tech

Intel on Thursday unveiled key details of its upcoming Panther Lake laptop processor, the first chip built on its ...