Leo is talking about Taiwan. We've all heard of the place - but Leo takes us through some history, and how that might affect ...

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 ...

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

Intel’s mooted plan to push key foundry work from its coming 18A manufacturing node to a later 14A process would not meaningfully affect earnings over the next two years, Morgan Stanley said, saying ...

Taiwan Semiconductor Manufacturing Company TSM, also known as TSMC, shares hit a 52-week high of $233.82 on July 2 and ...

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, ...

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

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

Intel's CEO is contemplating a significant shift in the company's chip manufacturing strategy, potentially impacting its ...