Forget the breathless AI hype for a second. Vanguard International Semiconductor (VIS) just laid out a forecast that’s less about abstract futures and more about your wallet. Turns out, those AI chips aren't just for robots anymore; they're already costing you more.
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?
Intel just dropped its 2026 EPIC Supplier Award list, a who's who of the chip world's enablers. But in a year of node delays and foundry stumbles, are these pats on the back hiding deeper cracks?
Intel's dropping its Q1 2026 numbers on April 23, but don't expect fireworks. Twenty years covering this circus, I've seen enough earnings rituals to know: the real story's in the red ink.