Browsing Tag
Intel Corporation
77 posts
Intel’s data-centre revenue jumped 22%. Why is Lip-Bu Tan cutting jobs there?
Intel is reducing roles inside the division benefiting most directly from surging demand for artificial-intelligence infrastructure, revealing how aggressively Lip-Bu Tan is pursuing efficiency across the semiconductor company.
Intel (NASDAQ: INTC) earnings test a turnaround after a 30% retreat
Intel Corporation enters its second-quarter earnings report with stronger server demand, advancing manufacturing technology and a valuation that still demands substantial execution.
ASML (NASDAQ: ASML) beats Q2 as €43-45bn 2026 sales guidance is raised
ASML (NASDAQ: ASML) beats Q2 at €9.3bn, raises 2026 sales outlook to €43-45bn and plans 30% capacity expansion for 2027 at both EUV and DUV lines.
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.