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Intel can claw back market share, analyst says. The stock gets an upgrade.
https://www.msn.com/en-us/money/topstocks/intel-can-claw-back-market-share-analyst-says-the-stock-gets-an-upgrade/ar-AA1UAOfa
Intel Ohio One is back! Bechtel posts loads of new jobs over the last few days looking for managers, welders and electricians to work on the New Albany project. 14A is GO!
https://jobs.bechtel.com/go/MT/8996000/
Last edited2:26 AM · Jan 18, 2026
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33.4K Views
I think TSMC's $50B+ CAPEX in 2026 may indicate otherwise.
Increasing the likelihood of Intel 14A's success is the chronic shortage of advanced manufacturing capacity at foundry leader TSMC. That situation isn't going to change anytime soon, so Intel could stand to benefit over the next few...
Image source: Intel.
Key Points
- Hiring is picking up at Intel's long-delayed Ohio fab.
- Recent comments from CEO Lip-Bu Tan suggest greater success in engaging potential customers for the Intel 14A process than for the Intel 18A process.
- This could indicate that Intel will accelerate the...
Jan 20 (Reuters) - AI startup Humans&, founded by former OpenAI, Alphabet and xAI researchers, has raised $480 million in a seed financing round, which values the company at $4.48 billion, it said on Tuesday.
The outsized seed round highlights intense investor interest in next-generation AI...
Cheng says tariff deal gives chipmakers preferential treatment
TAIPEI (Taiwan News) — Taiwan said it aims to lead a “democratic” high-tech supply chain with the US after securing a tariff deal to deepen cooperation on chips, Reuters reported Tuesday.
Vice Premier Cheng Li-chiun (鄭麗君) said...
I thought for sure AI would help the media create legitimate content but clearly it will take more time.
I'm 100% behind the concept of a Silicon Shield as a deterrence. Us semiconductor insiders definitely know TSMC's strength but what good is it if the whole world does not know? Well, now...
Key Points
- Taiwan’s “silicon shield” will remain concentrated on the island for years, analysts say.
- The goal is to bring 40% of Taiwan’s semiconductor supply chain to the U.S., Commerce Secretary Howard Lutnick told CNBC.
- Experts doubt the plan would be easy, especially given Taipei’s...
Photo by Slejven Djurakovic on Unsplash
Intel Corporation (NASDAQ:INTC) is one of the stocks Jim Cramer shared his thoughts on. During the episode, Cramer highlighted the company’s comeback. He remarked:
Intel Corporation (NASDAQ:INTC) designs and manufactures processors, chips, memory, and...
Taiwan was developing nukes in the 1970s and 1980s but the US opposed it. We probably regret that now. Taiwan having nukes could give China a reason to attack though.
Apple started with Samsung Foundry but did the exclusive TSMC partnership at 20nm. This was a big deal for TSMC and changed how they do business. TSMC creates a custom process/PDK for Apple, Apple had most favored nation status so TSMC could not charge less for wafers than what Apple paid etc...
In my opinion this will be mostly a Japan only fab. Rapidus does have an office here in Silicon Valley that is staffed by foundry experienced people but Rapidus does not have the made in America tail wind that Intel Foundry has. I believe the Rapidus PDK is close to production so it will be...
Great read, thank you. It is interesting to give full credit to Tim Cook but as an insider I know it was his team who did it. The same thing with the Apple/TSMC relationship. Tim was not in Taiwan meeting with Morris Chang, it was Jeff Williams. Tim was not at the TSMC 30th anniversary speaking...
I do not believe it will happen under the current US administration. My guess is that Taiwan and China will work it out politically and be partners. That is my hope anyway. If Taiwan had to decide between being part of China or part of the US what would they choose?
TAIPEI, Jan 16 (Reuters) - Taiwan aims to become a close strategic partner with the United States in the area of artificial intelligence (AI) after striking a deal to cut tariffs and boost its investment in the country, Vice Premier Cheng Li-chiun said on Friday.
The administration of President...
(Bloomberg) -- ASML Holding NV became only the third European company to surpass $500 billion in market value after key customer Taiwan Semiconductor Manufacturing Co. gave a stronger-than-anticipated outlook for 2026.
Shares in the Dutch semiconductor equipment maker rose as much as 7.6% in...
Q&A
Gokul Hariharan, Analyst, J.P. Morgan: Thank you and Happy New Year. So, C.C., it definitely feels like you’ve heard what your customers have said to you over the last three, four months. Could you give us a little bit more color on what you’re hearing from your customers, customers on...
Earnings call transcript: Taiwan Semiconductor’s Q4 2025
https://eventwebpage-ott2b.cdn.hinet.net/stweb/tsmc2025Q4ec_audio.html
C.C. Wei, Chairman and CEO, TSMC: Thank you, Wendell. Good afternoon everybody. First let me start with our 2026 outlook. In 2025 we observed robust AI related...
