In 2024, Intel’s stock declined by 60%, and the company fell from first to second place on Gartner’s list of top global ...

Intel's CEO, Lip-Bu Tan, is considering a strategic shift in its foundry business, potentially halting the marketing of its ...

TSMC projects Q2 growth driven by AI demand, with 3nm/5nm nodes leading revenue. Read here for more details on TSM stock's ...

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

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 ...

At its Intel Foundry Direct Connect 2025 event in April, Intel announced it is working closely with lead customers on its upcoming 14A process, which is expected to deliver a 15–20% performance gain ...

Leo talks about AMD's upcoming Threadripper 2 after his trip to the press conference. It's looking good for AMD! He also discusses Apple breaking the 'trillion' barrier, Intels 28 core monster and ...

TSMC, which is the world's largest contract chipmaker, also got a boost from reports that Intel's recently appointed CEO was ...

Sources cite that Samsung is delaying the launch of its Taylor, Texas, fab because the site lacks customers for its 4nm-class ...

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, ...

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