Browsing Tag
Intel Corporation
64 posts
Altera targets eventual IPO after Silver Lake-backed turnaround accelerates
Altera is growing again after separating from Intel, with AI infrastructure, robotics and edge systems creating a possible route towards an eventual public listing.
GlobalWafers locks in $500m Micron financing and 10-year Sherman wafer supply pact
Micron pledges $500M to GlobalWafers Sherman under 10-year 300mm wafer supply pact; 6488 rally faces Hold consensus even as $3B US chain rebuild anchors deal.
Qualcomm targets $15bn data centre business as Meta anchors AI expansion
Qualcomm targets $15 billion in data centre revenue by 2029 as Meta, Modular and Dragonfly reshape its AI strategy. Read the full analysis now on BNT today.
Intel stock hits record as Apple chip claim tests INTC (NASDAQ)
Intel hit a record on an unconfirmed Apple chip claim. The real test is whether foundry volume, margins and 18A execution justify INTC’s rally.
Intel surges 9% after Trump says Apple agreed to build chips with Intel in America
Intel (INTC) surges 9 percent after Trump says Apple agreed to build chips with Intel in America, though the companies have not confirmed terms. Full analysis.
Intel (INTC) has proved 18A-P can work. Now comes the far harder test that could decide its foundry future
Intel’s enhanced 18A-P semiconductor process has entered risk production with notable performance and power gains, but external customer commitments remain the decisive test for its costly foundry strategy.
Intel 18A-P enters risk production, but can it turn foundry losses into AI chip wins?
Intel 18A-P has entered risk production as foundry losses remain high. Discover whether the new chip process can strengthen Intel’s AI comeback.
TSMC is powering the AI boom, so why is Washington suddenly making investors nervous?
Find out how TSMC’s Washington patent fight could affect TSM stock, AI chip demand, export controls, and U.S. semiconductor policy.
Intel (INTC) jumps as Bank of America issues a rare double upgrade and nearly doubles its price target on the foundry story
Intel (INTC) jumps as Bank of America double upgrades to Buy with a $135 target, citing foundry wins and AI server demand. Read the full executive analysis.
Dell Technologies revives XPS 13 at $699 as Apple MacBook Neo reshapes entry-level premium laptops
Apple made affordable premium laptops dangerous. Dell now answers with a $699 XPS 13. Read how this could reset the Windows PC fight.