Browsing Tag
Intel Foundry
18 posts
Intel and Fortinet SP6 alliance turns cybersecurity chips into a foundry test
Intel Corporation and Fortinet are combining semiconductor design, advanced packaging and manufacturing capabilities to develop a new generation of purpose-built cybersecurity silicon.
July 28, 2026
Intel (INTC) taps Lens Technology for glass substrate collaboration on AI packaging
Intel and Lens Technology signed a mostly non-binding MOU on through-glass via packaging, betting on the yield problem gating 2030 glass substrate scaling.
July 26, 2026
Intel Q2 2026 revenue jumps 25% to $16.1bn as DCAI operating income quadruples
Intel's Q2 revenue jumped 25% and DCAI operating income quadrupled, yet the signed external foundry customer Wall Street wants remains conspicuously absent.
July 24, 2026
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.
July 20, 2026
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.
June 21, 2026
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.
June 18, 2026
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.
June 17, 2026
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.
June 17, 2026
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.
June 11, 2026
Intel (INTC) surges as Google and Nvidia reportedly turn to it as a backup chipmaker to TSMC
Intel surged ~11% on a report that Google and Nvidia are turning to it as a backup chipmaker to TSMC, with Google reportedly ordering 3M+ TPUs for 2028.
June 9, 2026