deep dive Amazon Web Services (AWS) is in the process of building out a massive supercomputing cluster containing "hundreds ...

According to two people familiar with the situation, the new CEO at Intel, Lip-Bu Tan, is considering a significant shift in ...

The chipmaker is delaying construction of a Japanese plant so it can focus on the U.S. before tariffs are implemented, The ...

Let’s see if now is the right time to invest or sit on the sidelines. According to Reuters, Intel’s newly appointed CEO, ...

Intel’s CEO foundry pivot is more than a roadmap tweak; it’s a complete strategic reset. Tan’s decision to leave 18A for ...

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

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

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 ...

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

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, ...

In addition, Intel faces external pressures. Earlier this year, the U.S. government was reportedly pressing hard for Intel to ...