Explore Intel Corporation's accelerated Foundry roadmap shift and its impact on execution risks. Click for my update on ...

The legislation raises the investment tax credit for chipmakers to 35% from 25%, surpassing the 30% increase proposed in an ...

After falling for six straight sessions, Tesla (TSLA) broke the losing streak on Tuesday. Markets ignored CEO Elon Musk’s ...

Taiwan Semiconductor hits a 52-week high as AI chip demand surges, earnings soar, and valuation still leaves room for upside.

TSMC’s U.S. expansion plans received a boost from newly enhanced tax incentives, which could ease the long-term profitability burden of its Arizona chip fabrication plants, according to Morgan Stanley ...

In the last Leo Says, Leo discussed Intel's statement that it would deliver five fabrication nodes in four years. These are bold claims that were immediately challenged by news that Intel would ditch ...

In a report from Nikkei, the company may also be mulling a return to more cutting-edge semiconductors by working with Intel ...

Intel Corp. may potentially be eyeing a new strategy for its foundry business, writing off its 18A and 18A-P manufacturing processes and focusing more resources on its future edge chipmaking process, ...

In addition, Intel faces external pressures. Earlier this year, the U.S. government was reportedly pressing hard for Intel to ...

Intel's CEO is contemplating a significant shift in the company's chip manufacturing strategy, potentially impacting its ...

Although he was upbeat on Intel before, Klein said he "no longer [likes] the stock even down here as a long idea." The stock is off 20% from its 2025 closing high achieved in February. Its Wednesday ...

The 18A node’s journey has been a sometimes rocky one including the CEO turnover and other issues. In the fall of last year, ...