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 ...

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

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

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 ...

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

Intel is reportedly reconsidering its foundry strategy under new CEO Lip-Bu Tan, with plans to shift focus from its 18A ...

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, ...

The Fund was up in absolute performance and underperformed its benchmark in the first quarter of 2025. Read more here.

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 ...

The legislation raises the investment tax credit for chipmakers to 35% from 25%, surpassing the 30% increase proposed in an ...