Intel's CEO is calling the company's foundry business a 'national treasure,' aiming to lure external customers with its advanced chipmaking tech. But is this a genuine comeback story, or just another round of Silicon Valley spin?
Glass substrates — Intel's bet against silicon limits — stand three years from market reality, per Amkor. Expect a seismic shift in how we pack AI's monstrous compute demands.
Washington's latest export hammer drops — the MATCH Act — just as Intel refinances its way to Foundry dominance and Nvidia turns competitors into collaborators. These aren't isolated moves; they're the architecture of AI supremacy.
Forget Intel's turnaround story; this is about Elon Musk filing a flight plan for America's foundry future. A potential deal could ignite a race for domestic chip manufacturing, with AI demand as the engine.
Intel's market cap just smashed its 25-year high at $305 billion. Investors are piling in on CPU wins and foundry dreams — but I've seen this movie before.
Everyone figured the chip boom might cool off. Instead, Intel's jumping into Elon Musk's wild Terafab vision, and revenues are exploding past $1 trillion— but supply snarls loom large.
Picture this: Intel's factories humming with chips for Tesla's robotaxis and SpaceX's Starships. A single analyst quote just cracked open what Terafab really means—and it's bigger than a new plant.
Intel just shelled out $14.2 billion to reclaim full control of its key Ireland fab. But why now, and what does it mean for the foundry wars?
One tweet. Zero fanfare. Intel dives into Musk's Terafab madness. But can a bailout baby deliver?
Intel just dropped the world's thinnest GaN chiplet at 200 microns thick. It's a bold swing in their AI-era foundry strategy — but markets aren't buying the hype yet.
Raccoons once claimed Intel's idle Fab 9 in New Mexico. Now, fueled by CHIPS Act cash, it's central to the company's advanced chip packaging push.