Intel’s foundry ambitions might get a massive boost from two of the world’s biggest chip buyers. According to a new report, both Apple and Nvidia are considering outsourcing some production to Intel starting around 2028. This could signal a major shift in the semiconductor landscape.
Applied Materials’ stock has nearly tripled in six months, trading at a forward P/E of 34x. But Forbes argues it lacks the true monopoly power that justifies ASML’s sky-high valuation. Here’s why.
Despite posting a record operating profit of $13.8 billion for Q4 2025, Samsung’s chairman is sounding the alarm. Lee Jae-yong told 2,000 executives this is the “last chance” for a real comeback, urging a focus on AI and talent.
A new report suggests Apple’s upcoming high-end chips will compete directly with NVIDIA for TSMC’s advanced packaging capacity. This bottleneck could push Apple to diversify its chipmaking partners, with Intel’s 18A-P process already being evaluated for 2027. The fight for manufacturing resources is
AMD’s SVP Rahul Tikoo claims their upcoming Strix Halo “Ryzen AI Max” processors will outperform Intel’s Panther Lake with its 12-core Xe GPU. He accuses Intel of comparing their highest-end part to AMD’s mid-range. However, the high cost of Strix Halo systems could leave the mainstream market wide
Nvidia is changing its payment terms for Chinese clients ordering its powerful H200 GPUs. Customers must now pay the full amount upfront and cannot cancel orders or request refunds, a stark departure from previous deposit-based policies.
SanDisk’s stock is on an unbelievable tear, fueled by AI-driven memory demand and a nod from Nvidia’s Jensen Huang. The surge raises serious questions about market rationality and speculative fervor in the tech sector.
Samsung’s marketing leader, Wonjin Lee, issued a stark warning at CES 2026. He stated that AI-driven demand for high-bandwidth memory is creating a scarcity that will force the company to raise prices on its products. This marks a major shift from the company’s more cautious stance just a month earl
China is investigating imported dichlorosilane, a chemical gas used in chipmaking, from Japan. The probe follows a 31% price drop and comes amid rising political tensions over Taiwan.
A European consortium has unveiled a laser-based process to integrate graphene directly onto silicon wafers. This could be the key to finally using 2D materials in commercial chipmaking.
