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Intel
99 posts
Intel shares jump as Reuters reports SK Hynix talks over US memory-chip production
Intel shares rallied after Reuters reported exploratory discussions with SK Hynix over potential U.S. memory-chip production, including scenarios involving Intel’s long-planned Ohio manufacturing complex.
Intel and SK Hynix explore US memory-chip production as AI strains supply
Intel Corporation and SK Hynix are discussing potential US memory-chip manufacturing arrangements that could put part of Intel’s delayed Ohio semiconductor complex to work while helping the South Korean memory leader respond to soaring AI-driven demand. The talks remain exploratory, however, and any transfer of advanced memory technology could face scrutiny in Seoul.
ASUS server business grows 200% as Intel, AMD and edge AI widen its infrastructure bet
ASUSTeK Computer is expanding its AI infrastructure portfolio across Intel, AMD, industrial edge systems, storage, cooling and software after server revenue roughly tripled in the second quarter. The strategy could reduce dependence on individual platforms, but NVIDIA architectures still dominate the company’s current server mix.
High-NA EUV lithography: How fewer masks could reshape advanced chip manufacturing
High-NA EUV lithography has moved from semiconductor research into real chip manufacturing. Intel Foundry is using ASML’s 0.55 numerical-aperture technology on selected Intel 18A layers for Panther Lake processors, while imec is installing a second-generation system to develop future logic and memory processes. The attraction goes beyond smaller features: High-NA could collapse several masks and patterning steps into a single exposure on some critical layers, potentially reducing cycle time, defects and manufacturing complexity.
Why Amentum is cutting 382 Maryland jobs despite a $48.2bn backlog
Amentum Holdings will eliminate 382 positions in Hanover, Maryland, in two waves after intelligence contract transitions, highlighting the workforce volatility embedded in government contracting even as the company carries a $48.2 billion backlog and raises profit guidance.
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.
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.
Semiconductor stocks sink as Meta’s cloud pivot and a fresh lawsuit unwind a parabolic rally
Semiconductor stocks fall sharply as Meta's cloud pivot and a fresh lawsuit unwind a parabolic year-long rally.
Aehr Test (NASDAQ: AEHR) AI burn-in pivot meets the Q4 FY26 reporting test ahead
Aehr Test (NASDAQ: AEHR) landed its biggest hyperscaler order ever. The Q4 FY26 print is where the AI burn-in pivot finally gets tested.
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.